Purchases and Sales Made in Q2 2023 in Essential Properties Realty Trust, Inc. (EPRT)

EPRT Quotes by TradingView

This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q2 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
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
303
+ 52.79%
$6.94K - $7.67K
877 $27.8K
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
283
+ 0.94%
$6.48K - $7.16K
30.5K $967K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
190
+ 182.69%
$4.35K - $4.81K
294 $9.32K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
152
New
$3.48K - $3.85K
152 $4.82K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
141
New
$3.23K - $3.57K
141 $4.47K
Aug 11, 2023 Q2 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
140
New
$3.21K - $3.54K
140 $4.44K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
136
+ 26.98%
$3.12K - $3.44K
640 $20.3K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
113
+ 0.23%
$2.59K - $2.86K
49.7K $1.57M
Aug 14, 2023 Q2 2023
Quarry LP

New York, NY
BUY
 -
111
+ 15.21%
$2.54K - $2.81K
841 $26.7K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
110
New
$2.52K - $2.78K
110 $3.49K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
26
+ 36.62%
$596 - $658
97 $3.07K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
21
New
$481 - $532
21 $666
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
20
New
$458 - $506
20 $634
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
16
+ 9.64%
$367 - $405
182 $5.77K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

BUY
 -
16
+ 0.68%
$367 - $405
2.35K $74.6K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
6
+ 1.03%
$137 - $152
588 $18.6K
Jul 31, 2023 Q2 2023
Crossmark Global Holdings, Inc.

BUY
 -
6
+ 0.05%
$137 - $152
11.4K $360K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2
- 8.33%
$45.8 - $50.6
22 $697
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-5
- 38.46%
$115 - $127
8 $254
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-11
- 0.05%
$252 - $278
20.6K $652K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-22
- 1.24%
$504 - $557
1.76K $55.7K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-23
- 8.81%
$527 - $582
238 $7.54K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-73
- 0.45%
$1.67K - $1.85K
16.1K $511K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-164
- 90.11%
$3.76K - $4.15K
18 $571
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-164
- 90.11%
$3.76K - $4.15K
18 $571
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-194
- 21.39%
$4.44K - $4.91K
713 $22.6K
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-252
- 0.86%
$5.77K - $6.38K
29.1K $921K
Jul 28, 2023 Q2 2023
Kbc Group Nv

SELL
 -
-296
- 2.44%
$6.78K - $7.49K
11.9K $376K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-319
- 13.4%
$7.31K - $8.07K
2.06K $65.4K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-335
- 8.77%
$7.67K - $8.48K
3.48K $110K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-349
- 1.99%
$8K - $8.83K
17.2K $545K
Aug 11, 2023 Q2 2023
Amalgamated Bank

New York, NY
SELL
 -
-359
- 0.59%
$8.22K - $9.09K
60.3K $1.91M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-408
- 1.77%
$9.35K - $10.3K
22.6K $716K
Aug 10, 2023 Q2 2023
Profund Advisors LLC

SELL
 -
-423
- 4.34%
$9.69K - $10.7K
9.32K $295K
Aug 14, 2023 Q2 2023
Putnam Investments LLC

Boston, MA
SELL
 -
-469
- 3.17%
$10.7K - $11.9K
14.3K $454K
Aug 10, 2023 Q2 2023
Renaissance Group LLC

Covington, KY
SELL
 -
-553
- 5.52%
$12.7K - $14K
9.46K $300K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-645
- 18.23%
$14.8K - $16.3K
2.89K $91.7K
Aug 15, 2023 Q2 2023
State Of Tennessee, Treasury Department

Nashville, TN
SELL
 -
-853
- 1.01%
$19.5K - $21.6K
83.8K $2.66M
Aug 02, 2023 Q2 2023
Yousif Capital Management, LLC

SELL
 -
-1.24K
- 1.54%
$28.4K - $31.4K
79K $2.5M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-1.43K
- 8.87%
$32.6K - $36.1K
14.6K $464K
Jul 27, 2023 Q2 2023
Empowered Funds, LLC

SELL
 -
-1.72K
- 2.41%
$39.4K - $43.5K
69.6K $2.21M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-2.27K
- 5.53%
$51.9K - $57.4K
38.7K $1.23M
Jul 24, 2023 Q2 2023
State Of Alaska, Department Of Revenue

SELL
 -
-2.68K
- 1.57%
$61.4K - $67.8K
168K $5.31M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-3.16K
- 2.02%
$72.4K - $80K
153K $4.85M
Aug 14, 2023 Q2 2023
Virtus ETF Advisers LLC

New York, NY
SELL
 -
-3.27K
- 25.84%
$74.9K - $82.7K
9.38K $297K
Aug 10, 2023 Q2 2023
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-4.84K
- 2.05%
$111K - $123K
232K $7.34M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.86K
- 9.38%
$111K - $123K
47K $1.49M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-5.79K
- 10.42%
$133K - $146K
49.7K $1.58M

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