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 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$610 - $657
|
20
$617
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19New |
$580 - $624
|
19
$587
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.12% |
$153 - $164
|
453
$14K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$153 - $164
|
5
$154
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 1.22% |
$91.5 - $98.6
|
243
$7.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 0.66% |
$122 - $131
|
602
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.1% |
$397 - $427
|
12.4K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-35- 0.07% |
$1.07K - $1.15K
|
53.2K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-39- 0.52% |
$1.19K - $1.28K
|
7.51K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 1.43% |
$1.62K - $1.74K
|
3.66K
$113K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-79- 0.41% |
$2.41K - $2.6K
|
19.1K
$588K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-81- 0.37% |
$2.47K - $2.66K
|
21.9K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-89- 0.78% |
$2.72K - $2.92K
|
11.3K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-96- 9.97% |
$2.93K - $3.15K
|
867
$26.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-126- 0.54% |
$3.84K - $4.14K
|
23.2K
$716K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-146- 13.32% |
$4.45K - $4.8K
|
950
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-175- 12.06% |
$5.34K - $5.75K
|
1.28K
$39.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-186- 43.36% |
$5.67K - $6.11K
|
243
$7.5K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-217- 2.98% |
$6.62K - $7.13K
|
7.06K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-253- 75.07% |
$7.72K - $8.31K
|
84
$2.59K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-257- 3.74% |
$7.84K - $8.44K
|
6.62K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-316- 2.6% |
$9.64K - $10.4K
|
11.9K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317- 3.1% |
$9.67K - $10.4K
|
9.91K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-328- 1.13% |
$10K - $10.8K
|
28.7K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-412- 5.03% |
$12.6K - $13.5K
|
7.78K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-518- 84.78% |
$15.8K - $17K
|
93
$2.87K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-591- 1.16% |
$18K - $19.4K
|
50.3K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-605- 3.3% |
$18.5K - $19.9K
|
17.8K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-678- 1.22% |
$20.7K - $22.3K
|
55K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-683- 7.36% |
$20.8K - $22.4K
|
8.6K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-736- 12.67% |
$22.5K - $24.2K
|
5.07K
$157K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-883- 74.83% |
$26.9K - $29K
|
297
$9.17K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 3.5% |
$33.6K - $36.1K
|
30.4K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.14K- 1.16% |
$34.9K - $37.5K
|
97.4K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.18K- 2.49% |
$35.8K - $38.6K
|
46K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.19K- 0.11% |
$36.3K - $39.1K
|
1.1M
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22K- 7.18% |
$37.2K - $40.1K
|
15.8K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.25K- 9.44% |
$38K - $40.9K
|
11.9K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 5.71% |
$54.9K - $59.1K
|
29.7K
$917K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.84K- 1.12% |
$56.2K - $60.5K
|
162K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.99K- 11.84% |
$60.7K - $65.4K
|
14.8K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.04K- 1.94% |
$62.1K - $66.8K
|
103K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.15K- 2.71% |
$65.6K - $70.7K
|
77.1K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 68.57% |
$75.7K - $81.5K
|
1.14K
$35.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.75K- 2.87% |
$83.9K - $90.4K
|
93.1K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.5K- 20.16% |
$107K - $115K
|
13.9K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.77K- 3.39% |
$115K - $124K
|
107K
$3.31M
|