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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 10.12% |
$809 - $906
|
370
$12.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 0.31% |
$666 - $746
|
9.07K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 3.63% |
$618 - $693
|
742
$24.8K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$476 - $533
|
20
$669
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.44% |
$380 - $427
|
1.13K
$37.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 16.67% |
$357 - $400
|
105
$3.51K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 150.0% |
$357 - $400
|
25
$837
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.93% |
$95.1 - $107
|
434
$14.5K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.08% |
$47.6 - $53.3
|
2.37K
$79.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2- -0.0% |
$47.6 - $53.3
|
74.1K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5- 1.95% |
$119 - $133
|
252
$8.43K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 3.53% |
$143 - $160
|
164
$5.49K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 2.62% |
$523 - $587
|
819
$27.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 28.87% |
$666 - $746
|
69
$2.31K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-55- 0.09% |
$1.31K - $1.47K
|
64.3K
$2.15M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-60- 80.0% |
$1.43K - $1.6K
|
15
$502
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-61- 74.39% |
$1.45K - $1.63K
|
21
$703
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-68- 0.6% |
$1.62K - $1.81K
|
11.3K
$379K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-73- 2.93% |
$1.74K - $1.95K
|
2.42K
$81K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-75- 1.76% |
$1.78K - $2K
|
4.2K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.28% |
$1.95K - $2.19K
|
29.1K
$975K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-104- 19.33% |
$2.47K - $2.77K
|
434
$14.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-116- 0.12% |
$2.76K - $3.09K
|
96.8K
$3.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-141- 20.17% |
$3.35K - $3.76K
|
558
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147- 1.35% |
$3.5K - $3.92K
|
10.8K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 1.68% |
$4.09K - $4.59K
|
10.1K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-253- 2.18% |
$6.02K - $6.74K
|
11.3K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-284- 0.1% |
$6.75K - $7.57K
|
285K
$9.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-363- 2.4% |
$8.63K - $9.68K
|
14.8K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-429- 1.57% |
$10.2K - $11.4K
|
26.9K
$900K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-457- 21.15% |
$10.9K - $12.2K
|
1.7K
$57K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-474- 0.28% |
$11.3K - $12.6K
|
169K
$5.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-484- 0.85% |
$11.5K - $12.9K
|
56.2K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-533- 5.11% |
$12.7K - $14.2K
|
9.9K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-569- 0.83% |
$13.5K - $15.2K
|
68.4K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-591- 3.66% |
$14.1K - $15.8K
|
15.6K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-688- 1.11% |
$16.4K - $18.3K
|
61.1K
$2.04M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-689- 67.35% |
$16.4K - $18.4K
|
334
$11.2K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-737- 1.69% |
$17.5K - $19.6K
|
42.9K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-751- 0.88% |
$17.9K - $20K
|
84.2K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-796- 5.52% |
$18.9K - $21.2K
|
13.6K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.02% |
$19K - $21.3K
|
77.3K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-803- 5.81% |
$19.1K - $21.4K
|
13K
$436K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-843- 7.24% |
$20K - $22.5K
|
10.8K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 0.3% |
$24K - $26.9K
|
333K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-1.12K- 3.91% |
$26.7K - $29.9K
|
27.5K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.23K- 0.55% |
$29.3K - $32.9K
|
223K
$7.48M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.26K- 12.65% |
$30K - $33.6K
|
8.71K
$292K
|