Purchases and Sales Made in Q1 2023 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q1 2023. The information is specifically focused on institutions that hold shares of ESSENTIAL PROPERTIES REALTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.57KNew |
$196K - $224K
|
8.57K
$272K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.28K+ 2.68% |
$189K - $217K
|
317K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
8.24KNew |
$188K - $216K
|
8.24K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
8.17KNew |
$187K - $214K
|
8.17K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.7K+ 15.39% |
$176K - $202K
|
57.7K
$1.83M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
7.43K+ 11.63% |
$170K - $195K
|
71.3K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
6.56K+ 0.85% |
$150K - $172K
|
775K
$24.6M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.12K+ 13.33% |
$117K - $134K
|
43.5K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.78K+ 6.36% |
$109K - $125K
|
79.8K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.11K+ 6.59% |
$94K - $108K
|
66.6K
$2.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.01K+ 2.54% |
$91.7K - $105K
|
162K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 7.17% |
$81.6K - $93.5K
|
53.4K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.98K+ 1.28% |
$68.1K - $78.1K
|
236K
$7.49M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.73K+ 15.32% |
$62.5K - $71.6K
|
20.6K
$653K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33K+ 192.96% |
$53.3K - $61K
|
3.54K
$112K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2.24K+ 2238.0% |
$51.2K - $58.6K
|
2.34K
$74.1K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.92KNew |
$43.8K - $50.2K
|
1.92K
$60.7K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.88K+ 3.23% |
$43K - $49.3K
|
60.1K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
BUY
|
- |
1.84K+ 11.33% |
$42K - $48.1K
|
18K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
1.59K+ 18.63% |
$36.3K - $41.6K
|
10.1K
$321K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.49K+ 7.56% |
$34.1K - $39K
|
21.2K
$672K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 9.73% |
$32.6K - $37.3K
|
16.1K
$509K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.41K+ 3.53% |
$32.1K - $36.8K
|
41.3K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1.4K+ 1.77% |
$32K - $36.7K
|
80.7K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.31K+ 1.83% |
$30K - $34.4K
|
73.3K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.21KNew |
$27.6K - $31.7K
|
1.21K
$38.3K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 12222.22% |
$25.1K - $28.8K
|
1.11K
$35.2K
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.08K+ 1.1% |
$24.8K - $28.4K
|
99.2K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
832+ 1.5% |
$19K - $21.8K
|
56.3K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
796+ 5.46% |
$18.2K - $20.8K
|
15.4K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
755+ 6.63% |
$17.3K - $19.8K
|
12.1K
$385K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
755+ 6.63% |
$17.3K - $19.8K
|
12.1K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
730New |
$16.7K - $19.1K
|
730
$23.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
524+ 1.02% |
$12K - $13.7K
|
51.8K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
489+ 14.69% |
$11.2K - $12.8K
|
3.82K
$121K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
477+ 0.28% |
$10.9K - $12.5K
|
170K
$5.4M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
473+ 1.89% |
$10.8K - $12.4K
|
25.6K
$810K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
473+ 1.89% |
$10.8K - $12.4K
|
25.6K
$810K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
411+ 20.86% |
$9.4K - $10.8K
|
2.38K
$75.5K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
329+ 0.43% |
$7.52K - $8.62K
|
76.9K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
268+ 2.63% |
$6.13K - $7.02K
|
10.5K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
211+ 1.37% |
$4.82K - $5.53K
|
15.6K
$494K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
164+ 911.11% |
$3.75K - $4.3K
|
182
$5.77K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
150+ 19.82% |
$3.43K - $3.93K
|
907
$28.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
135+ 83.85% |
$3.09K - $3.54K
|
296
$9.38K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
103+ 25.69% |
$2.35K - $2.7K
|
504
$16K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 107.84% |
$1.26K - $1.44K
|
106
$3.36K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
43+ 1.84% |
$983 - $1.13K
|
2.38K
$75.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
41New |
$937 - $1.07K
|
41
$1.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 73.17% |
$686 - $786
|
71
$2.25K
|