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 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 73.17% |
$686 - $786
|
71
$2.17K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24New |
$549 - $629
|
24
$733
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.19% |
$503 - $576
|
11.4K
$347K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21New |
$480 - $550
|
21
$642
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$457 - $524
|
20
$611
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14+ 2.05% |
$320 - $367
|
697
$21.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 15.56% |
$320 - $367
|
104
$3.18K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 1.22% |
$160 - $183
|
582
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 6.0% |
$137 - $157
|
106
$3.24K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.06% |
$137 - $157
|
574
$17.5K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$22.9 - $26.2
|
1
$30.6
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 2.61% |
$160 - $183
|
261
$7.97K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 1.93% |
$206 - $236
|
457
$14K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.98% |
$251 - $288
|
1.11K
$33.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 64.86% |
$549 - $629
|
13
$397
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-34- 1.88% |
$777 - $890
|
1.78K
$54.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 16.13% |
$800 - $917
|
182
$5.56K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-267- 1.64% |
$6.1K - $6.99K
|
16K
$488K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-375- 7.04% |
$8.57K - $9.82K
|
4.96K
$151K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-414- 56.71% |
$9.46K - $10.8K
|
316
$9.65K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-517- 1.73% |
$11.8K - $13.5K
|
29.3K
$896K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-556- 6.42% |
$12.7K - $14.6K
|
8.11K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-640- 0.31% |
$14.6K - $16.8K
|
207K
$6.34M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-811- 11.16% |
$18.5K - $21.2K
|
6.46K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-828- 98.57% |
$18.9K - $21.7K
|
12
$367
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.03K- 6.69% |
$23.5K - $26.9K
|
14.4K
$438K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.05K- 0.46% |
$23.9K - $27.4K
|
228K
$6.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.05K- 1.8% |
$24K - $27.5K
|
57.3K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.12K- 2.39% |
$25.6K - $29.3K
|
45.7K
$1.4M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.15KClosed |
$26.2K - $30K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.16K- 8.87% |
$26.5K - $30.4K
|
11.9K
$365K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 1.78% |
$27.4K - $31.4K
|
66.4K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 13.21% |
$28.9K - $33.1K
|
8.31K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.44K- 12.87% |
$32.9K - $37.7K
|
9.74K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.58K- 2.11% |
$36K - $41.2K
|
73.1K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.62K- 0.9% |
$37K - $42.3K
|
177K
$5.42M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.62K- 1.07% |
$37.1K - $42.5K
|
151K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 1.12% |
$68.3K - $78.2K
|
263K
$8.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.74K- 14.88% |
$85.5K - $98K
|
21.4K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4K- 1.75% |
$91.4K - $105K
|
225K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.08K- 10.25% |
$93.2K - $107K
|
35.7K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.22K- 4.26% |
$96.4K - $110K
|
94.7K
$2.89M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.5K- 6.91% |
$103K - $118K
|
60.7K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.81K- 2.59% |
$110K - $126K
|
181K
$5.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.13K- 1.78% |
$117K - $134K
|
283K
$8.63M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.02K- 5.75% |
$138K - $158K
|
98.7K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.12K- 6.74% |
$140K - $160K
|
84.7K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.3K- 22.26% |
$144K - $165K
|
22K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-7.26K- 36.45% |
$166K - $190K
|
12.7K
$386K
|