Purchases and Sales Made in Q1 2024 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q1 2024. 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 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.21K+ 8.81% |
$100K - $112K
|
52K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
4.02K+ 25.8% |
$95.6K - $107K
|
19.6K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 21.98% |
$75.1K - $84.2K
|
17.5K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.82K+ 32.41% |
$67.1K - $75.2K
|
11.5K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.68K+ 14.01% |
$63.8K - $71.5K
|
21.8K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.46K+ 5.79% |
$58.4K - $65.5K
|
44.9K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42K+ 24.97% |
$57.5K - $64.4K
|
12.1K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.16K+ 7.39% |
$51.5K - $57.7K
|
31.5K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2K+ 7.67% |
$47.6K - $53.4K
|
28.1K
$943K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
$47.6K - $53.3K
|
2K
$67.1K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.84K+ 1.95% |
$43.7K - $49K
|
96K
$3.22M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.77K+ 1.31% |
$42.1K - $47.2K
|
137K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.7K+ 1.8% |
$40.3K - $45.2K
|
95.6K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.54K+ 47.5% |
$36.6K - $41K
|
4.78K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.3K+ 16.33% |
$30.8K - $34.6K
|
9.24K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.24KNew |
$29.4K - $32.9K
|
1.24K
$41.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.16KNew |
$27.6K - $31K
|
1.16K
$39K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 7.26% |
$26.3K - $29.4K
|
16.3K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 5.52% |
$25K - $28K
|
20.1K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
900+ 4.46% |
$21.4K - $24K
|
21.1K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
849New |
$20.2K - $22.6K
|
849
$28.5K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
812+ 0.46% |
$19.3K - $21.6K
|
179K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
795+ 0.71% |
$18.9K - $21.2K
|
113K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
742+ 3.4% |
$17.6K - $19.8K
|
22.6K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
728+ 2.17% |
$17.3K - $19.4K
|
34.3K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
658+ 0.29% |
$15.6K - $17.5K
|
230K
$7.73M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
654+ 5.35% |
$15.6K - $17.4K
|
12.9K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
512+ 2.34% |
$12.2K - $13.6K
|
22.4K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
481+ 2.59% |
$11.4K - $12.8K
|
19K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
412+ 2.78% |
$9.8K - $11K
|
15.2K
$511K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
386New |
$9.18K - $10.3K
|
386
$13K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
366New |
$8.7K - $9.76K
|
366
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 29.17% |
$8.32K - $9.33K
|
1.55K
$52K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
334New |
$7.94K - $8.9K
|
334
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
325New |
$7.73K - $8.66K
|
325
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
300+ 3.1% |
$7.13K - $8K
|
9.98K
$335K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
296+ 49.09% |
$7.04K - $7.89K
|
899
$30.2K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
237+ 1.38% |
$5.64K - $6.32K
|
17.4K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237+ 19.52% |
$5.64K - $6.32K
|
1.45K
$48.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234New |
$5.56K - $6.24K
|
234
$7.85K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
223+ 2.16% |
$5.3K - $5.95K
|
10.6K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
178+ 161.82% |
$4.23K - $4.75K
|
288
$9.67K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
175+ 0.54% |
$4.16K - $4.67K
|
32.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
168New |
$4K - $4.48K
|
168
$5.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
68New |
$1.62K - $1.81K
|
68
$2.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 25.87% |
$1.59K - $1.79K
|
326
$10.9K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57+ 178.13% |
$1.36K - $1.52K
|
89
$2.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
56+ 14.62% |
$1.33K - $1.49K
|
439
$14.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
56+ 0.59% |
$1.33K - $1.49K
|
9.51K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 6.96% |
$904 - $1.01K
|
584
$19.6K
|