Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $6.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
18,062
shares
|
$604,535
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,052
shares
|
$604,200
0.02% of portfolio
|
Q3 2024
Added 29.69%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
17,836
shares
|
$596,970
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
17,774
shares
|
$594,895
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,399
shares
|
$582,344
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,352
shares
|
$580,771
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
16,845
shares
|
$563,802
0.0% of portfolio
|
Q3 2024
Reduced 52.39%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,458
shares
|
$550,849
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,262
shares
|
$544,289
0.0% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
15,825
shares
|
$529,662
0.0% of portfolio
|
Q3 2023
Reduced 92.58%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
15,159
shares
|
$507,371
0.04% of portfolio
|
Q3 2024
Reduced 55.6%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
14,418
shares
|
$482,570
0.0% of portfolio
|
Q3 2024
Reduced 58.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,255
shares
|
$477,114
0.0% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,151
shares
|
$473,633
0.0% of portfolio
|
Q3 2024
Added 6512.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,129
shares
|
$472,897
0.0% of portfolio
|
Q3 2024
Added 35.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
13,887
shares
|
$464,797
0.0% of portfolio
|
Q3 2024
Added 57.43%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
13,817
shares
|
$462,454
0.0% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,501
shares
|
$451,878
0.0% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
13,476
shares
|
$451,041
0.0% of portfolio
|
Q3 2024
Reduced 64.27%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,450
shares
|
$450,171
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,395
shares
|
$448,330
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$439,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
12,753
shares
|
$426,842
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
12,506
shares
|
$418,575
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
12,385
shares
|
$414,525
0.14% of portfolio
|
Q3 2024
New holding
|