Purchases and Sales Made in Q1 2025 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q1 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.22K+ 0.37% |
$37.3K - $40.2K
|
331K
$10.2M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.2K+ 0.97% |
$36.5K - $39.3K
|
124K
$3.83M
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
979+ 1.79% |
$29.9K - $32.2K
|
55.6K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
933+ 12.05% |
$28.5K - $30.6K
|
8.67K
$268K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
845+ 18.57% |
$25.8K - $27.8K
|
5.4K
$167K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
772+ 2.91% |
$23.6K - $25.4K
|
27.3K
$844K
|
|
May 15, 2025
Q1 2025
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
671+ 0.91% |
$20.5K - $22K
|
74.5K
$2.3M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
646+ 4.83% |
$19.7K - $21.2K
|
14K
$433K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
511+ 0.16% |
$15.6K - $16.8K
|
329K
$10.2M
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
500+ 0.21% |
$15.3K - $16.4K
|
235K
$7.25M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
426+ 4.18% |
$13K - $14K
|
10.6K
$327K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
419+ 4.04% |
$12.8K - $13.8K
|
10.8K
$333K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400+ 152.09% |
$12.2K - $13.1K
|
663
$20.5K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
400New |
$12.2K - $13.1K
|
400
$12.3K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
392+ 5.33% |
$12K - $12.9K
|
7.75K
$239K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
335+ 4.32% |
$10.2K - $11K
|
8.09K
$250K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
210+ 2.94% |
$6.41K - $6.9K
|
7.36K
$227K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
207+ 44.9% |
$6.32K - $6.8K
|
668
$20.6K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
204+ 31.24% |
$6.22K - $6.7K
|
857
$26.5K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
202+ 1.49% |
$6.16K - $6.64K
|
13.8K
$426K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
200+ 6.02% |
$6.1K - $6.57K
|
3.53K
$109K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
152+ 1.66% |
$4.64K - $4.99K
|
9.32K
$288K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
137New |
$4.18K - $4.5K
|
137
$4.23K
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
135+ 4.24% |
$4.12K - $4.43K
|
3.32K
$103K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
130New |
$3.97K - $4.27K
|
130
$4.01K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
125+ 1.33% |
$3.81K - $4.11K
|
9.52K
$294K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
125+ 21.85% |
$3.81K - $4.11K
|
697
$21.5K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
121+ 0.06% |
$3.69K - $3.97K
|
198K
$6.12M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
120+ 66.67% |
$3.66K - $3.94K
|
300
$9.26K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 1.34% |
$3.63K - $3.91K
|
9.01K
$278K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.36K - $3.61K
|
110
$3.4K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
110New |
$3.36K - $3.61K
|
110
$3.4K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
106+ 27.18% |
$3.23K - $3.48K
|
496
$15.3K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
105New |
$3.2K - $3.45K
|
105
$3.24K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 191.49% |
$2.75K - $2.96K
|
137
$4.23K
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
82+ 0.2% |
$2.5K - $2.69K
|
40.5K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 12.74% |
$2.2K - $2.37K
|
637
$19.7K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
71+ 0.8% |
$2.17K - $2.33K
|
8.97K
$277K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
70New |
$2.14K - $2.3K
|
70
$2.16K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 2.8% |
$1.71K - $1.84K
|
2.06K
$63.5K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54+ 163.64% |
$1.65K - $1.77K
|
87
$2.69K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$1.53K - $1.64K
|
50
$1.54K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
46New |
$1.4K - $1.51K
|
46
$1.42K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$1.34K - $1.45K
|
44
$1.36K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
42+ 6.0% |
$1.28K - $1.38K
|
742
$22.9K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33+ 1.34% |
$1.01K - $1.08K
|
2.49K
$76.8K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 4.64% |
$915 - $986
|
677
$20.9K
|
|
May 09, 2025
Q1 2025
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
28+ 0.12% |
$854 - $920
|
22.6K
$697K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 2.19% |
$763 - $821
|
1.16K
$35.9K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21New |
$641 - $690
|
21
$648
|