Purchases and Sales Made in Q2 2024 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
393+ 0.22% |
$9.73K - $11K
|
179K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
376+ 3.95% |
$9.31K - $10.5K
|
9.89K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
348+ 2.28% |
$8.62K - $9.73K
|
15.6K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
342+ 3.7% |
$8.47K - $9.56K
|
9.58K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$8.34K - $9.42K
|
337
$10.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
332+ 1.18% |
$8.22K - $9.28K
|
28.4K
$878K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
266+ 52.16% |
$6.59K - $7.43K
|
776
$24K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
233+ 1.12% |
$5.77K - $6.51K
|
21.1K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
229+ 1.32% |
$5.67K - $6.4K
|
17.6K
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
214New |
$5.3K - $5.98K
|
214
$6.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 97.7% |
$5.25K - $5.93K
|
429
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175+ 1.74% |
$4.33K - $4.89K
|
10.3K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
158+ 1.81% |
$3.91K - $4.42K
|
8.87K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
123+ 0.12% |
$3.05K - $3.44K
|
107K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 175.0% |
$2.95K - $3.33K
|
187
$5.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
119+ 1.7% |
$2.95K - $3.33K
|
7.1K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.17% |
$2.92K - $3.3K
|
68.5K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
105+ 28.38% |
$2.6K - $2.93K
|
475
$14.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 0.29% |
$2.48K - $2.8K
|
34.1K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75New |
$1.86K - $2.1K
|
75
$2.32K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
72New |
$1.78K - $2.01K
|
72
$2.22K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$1.31K - $1.48K
|
53
$1.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$1.11K - $1.26K
|
45
$1.39K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 6.51% |
$941 - $1.06K
|
622
$19.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$446 - $503
|
18
$556
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$248 - $280
|
115
$3.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7+ 0.04% |
$173 - $196
|
16.3K
$503K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.2% |
$149 - $168
|
506
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 1.38% |
$149 - $168
|
440
$13.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$124 - $140
|
5
$154
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.08% |
$49.5 - $55.9
|
2.37K
$73.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 1.83% |
$74.3 - $83.9
|
161
$4.97K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 5.8% |
$1.06K - $1.2K
|
699
$21.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-50- 0.44% |
$1.24K - $1.4K
|
11.3K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51- 0.43% |
$1.26K - $1.43K
|
11.8K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 62.92% |
$1.39K - $1.57K
|
33
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-58- 13.21% |
$1.44K - $1.62K
|
381
$11.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-67- 20.55% |
$1.66K - $1.87K
|
259
$8K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-68- 0.16% |
$1.68K - $1.9K
|
42.5K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-201- 1.58% |
$4.98K - $5.62K
|
12.5K
$387K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-214- 0.98% |
$5.3K - $5.98K
|
21.6K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-268- 82.46% |
$6.64K - $7.49K
|
57
$1.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-349- 0.49% |
$8.64K - $9.75K
|
70.4K
$2.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-359- 0.91% |
$8.89K - $10K
|
39.1K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-396- 3.67% |
$9.8K - $11.1K
|
10.4K
$321K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-435- 53.11% |
$10.8K - $12.2K
|
384
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-438- 25.7% |
$10.8K - $12.2K
|
1.27K
$39.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-455- 0.51% |
$11.3K - $12.7K
|
89.5K
$2.76M
|