Purchases and Sales Made in Q3 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 Q3 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
Oct 19, 2023 Q3 2023
Handelsbanken Fonder Ab

BUY
 -
300
+ 1.42%
$6.47K - $7.82K
21.5K $664K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
259
New
$5.58K - $6.75K
259 $8K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
222
+ 70.25%
$4.78K - $5.78K
538 $16.6K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
213
+ 72.45%
$4.59K - $5.55K
507 $15.7K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
196
+ 1.66%
$4.22K - $5.11K
12K $371K
Nov 06, 2023 Q3 2023
Los Angeles Capital Management LLC

BUY
 -
193
+ 0.39%
$4.16K - $5.03K
49.1K $1.52M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
141
New
$3.04K - $3.67K
141 $4.35K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
135
+ 1.13%
$2.91K - $3.52K
12.1K $374K
Nov 03, 2023 Q3 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
134
+ 0.08%
$2.89K - $3.49K
169K $5.23M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
131
New
$2.82K - $3.41K
131 $4.04K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
90
+ 64.29%
$1.94K - $2.34K
230 $7.1K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
53
+ 0.05%
$1.14K - $1.38K
112K $3.45M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
47
+ 19.75%
$1.01K - $1.22K
285 $8.8K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
46
+ 0.07%
$991 - $1.2K
69K $2.13M
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
42
New
$905 - $1.09K
42 $1.3K
Oct 19, 2023 Q3 2023
Denali Advisors LLC

BUY
 -
23
New
$496 - $599
23 $710
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
23
+ 127.78%
$496 - $599
41 $1.27K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
23
+ 127.78%
$496 - $599
41 $1.27K
Nov 08, 2023 Q3 2023
Crossmark Global Holdings, Inc.

BUY
 -
18
+ 0.16%
$388 - $469
11.4K $352K
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

BUY
 -
15
New
$323 - $391
15 $463
Oct 30, 2023 Q3 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
13
New
$280 - $339
13 $401
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
12
+ 0.51%
$259 - $313
2.37K $73K
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
12
+ 0.07%
$259 - $313
17.2K $531K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
7
+ 1.19%
$151 - $182
595 $18.4K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
5
+ 5.15%
$108 - $130
102 $3.15K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4
+ 3.64%
$86.2 - $104
114 $3.52K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
3
New
$64.7 - $78.2
3 $92.6
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
1
+ 0.55%
$21.6 - $26.1
183 $5.65K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-8
- 0.91%
$172 - $208
869 $26.8K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-32
- 0.08%
$690 - $834
41.1K $1.27M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-163
- 1.51%
$3.51K - $4.25K
10.7K $329K
Oct 30, 2023 Q3 2023
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-174
- 1.09%
$3.75K - $4.53K
15.8K $488K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-315
- 49.22%
$6.79K - $8.21K
325 $10K
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

SELL
 -
-419
- 0.72%
$9.03K - $10.9K
57.6K $1.78M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-493
- 50.93%
$10.6K - $12.8K
475 $14.7K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-564
- 0.18%
$12.2K - $14.7K
308K $9.52M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-621
- 1.25%
$13.4K - $16.2K
49.1K $1.52M
Dec 12, 2024 Q3 2023
Heritage Wealth Advisors

SELL
 -
-850
- 54.84%
$18.3K - $22.1K
700 $21.6K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-860
- 7.09%
$18.5K - $22.4K
11.3K $348K
Nov 07, 2023 Q3 2023
Virtus ETF Advisers LLC

New York, NY
SELL
 -
-893
- 9.52%
$19.2K - $23.3K
8.49K $262K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-957
- 6.53%
$20.6K - $24.9K
13.7K $423K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-1.06K
- 30.38%
$22.8K - $27.6K
2.43K $74.9K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-1.07K
- 1.22%
$23K - $27.8K
86K $2.66M
Nov 14, 2023 Q3 2023
State Of Wyoming

Cheyenne, WY
SELL
 -
-1.15K
- 20.35%
$24.8K - $30K
4.5K $139K
Nov 01, 2023 Q3 2023
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-1.22K
- 4.0%
$26.3K - $31.8K
29.3K $904K
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

SELL
 -
-1.23K
- 1.56%
$26.5K - $32.1K
77.8K $2.4M
Nov 09, 2023 Q3 2023
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-1.73K
- 5.94%
$37.2K - $45K
27.3K $844K

Track Institutional and Insider Activities on EPRT

Follow ESSENTIAL PROPERTIES REALTY TRUST, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EPRT shares.

Notify only if

Insider Trading

Get notified when an Essential Properties Realty Trust, Inc. insider buys or sells EPRT shares.

Notify only if

News

Receive news related to ESSENTIAL PROPERTIES REALTY TRUST, INC.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on EPRT