Purchases and Sales Made in Q3 2024 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.02KNew |
$165K - $208K
|
6.02K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6KNew |
$165K - $207K
|
6K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.91K+ 0.36% |
$162K - $204K
|
1.63M
$51.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.88KNew |
$161K - $203K
|
5.88K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.07K+ 57.43% |
$139K - $175K
|
13.9K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.94KNew |
$136K - $170K
|
4.94K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.29K+ 57.9% |
$118K - $148K
|
11.7K
$371K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.13K+ 29.69% |
$113K - $143K
|
18.1K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
3.91K+ 0.34% |
$107K - $135K
|
1.14M
$36.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.73K+ 35.86% |
$102K - $129K
|
14.1K
$448K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.31K+ 12.33% |
$90.8K - $114K
|
30.2K
$957K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
3.1K+ 8.17% |
$85.1K - $107K
|
41.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 27.61% |
$84.7K - $106K
|
14.3K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.06K+ 6.46% |
$84.1K - $106K
|
50.5K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
2.99K+ 9.3% |
$82.1K - $103K
|
35.1K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.81K+ 5.5% |
$77.1K - $96.9K
|
53.9K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 17.82% |
$67.5K - $84.8K
|
16.3K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.3KNew |
$63.1K - $79.3K
|
2.3K
$73K
|
|
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
2.2K+ 11.92% |
$60.4K - $75.8K
|
20.6K
$655K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 9.87% |
$58.2K - $73.1K
|
23.6K
$749K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.03K+ 0.82% |
$55.8K - $70.2K
|
251K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.01K+ 8.13% |
$55.1K - $69.2K
|
26.7K
$847K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.77K+ 22.21% |
$48.6K - $61.1K
|
9.75K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64K+ 7.65% |
$45.1K - $56.7K
|
23.1K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 5.36% |
$41.8K - $52.6K
|
30K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.24K+ 5.34% |
$34K - $42.7K
|
24.4K
$776K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.23K+ 63.14% |
$33.7K - $42.4K
|
3.17K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.19K+ 58.6% |
$32.6K - $41K
|
3.22K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.19K+ 15.53% |
$32.6K - $41K
|
8.84K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.14K+ 30.92% |
$31.2K - $39.2K
|
4.81K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.07K+ 5.92% |
$29.3K - $36.9K
|
19.1K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
877+ 5.63% |
$24.1K - $30.2K
|
16.5K
$522K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
710New |
$19.5K - $24.5K
|
710
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
701New |
$19.2K - $24.2K
|
701
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
649+ 0.24% |
$17.8K - $22.4K
|
266K
$8.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
597+ 8.19% |
$16.4K - $20.6K
|
7.89K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
584+ 3.4% |
$16K - $20.1K
|
17.8K
$564K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
558+ 4.33% |
$15.3K - $19.2K
|
13.5K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
542+ 8.64% |
$14.9K - $18.7K
|
6.82K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
460+ 2.43% |
$12.6K - $15.9K
|
19.4K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
456+ 158.33% |
$12.5K - $15.7K
|
744
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
433+ 0.59% |
$11.9K - $14.9K
|
73.7K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
399+ 95.23% |
$11K - $13.8K
|
818
$26K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
395New |
$10.8K - $13.6K
|
395
$12.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340New |
$9.33K - $11.7K
|
340
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
330+ 2.8% |
$9.06K - $11.4K
|
12.1K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
297+ 3.69% |
$8.15K - $10.2K
|
8.34K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
297+ 2.9% |
$8.15K - $10.2K
|
10.6K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
285+ 0.25% |
$7.82K - $9.83K
|
113K
$3.57M
|
|
|
Feb 24, 2025
Q3 2024
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
280+ 0.59% |
$7.69K - $9.66K
|
48K
$1.52M
|