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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
274+ 146.52% |
$7.52K - $9.45K
|
461
$14.6K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
270New |
$7.41K - $9.31K
|
270
$8.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
241+ 2.72% |
$6.62K - $8.31K
|
9.11K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
229New |
$6.29K - $7.9K
|
229
$7.27K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
208+ 0.99% |
$5.71K - $7.17K
|
21.3K
$676K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181+ 26.04% |
$4.97K - $6.24K
|
876
$27.8K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
154+ 0.09% |
$4.23K - $5.31K
|
166K
$5.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
151+ 7.89% |
$4.14K - $5.21K
|
2.06K
$65.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
144+ 30.32% |
$3.95K - $4.97K
|
619
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
135+ 0.22% |
$3.71K - $4.66K
|
60.4K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
103New |
$2.83K - $3.55K
|
103
$3.27K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 17.6% |
$2.58K - $3.24K
|
628
$19.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$2.58K - $3.24K
|
94
$2.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85+ 113.33% |
$2.33K - $2.93K
|
160
$5.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84New |
$2.31K - $2.9K
|
84
$2.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
83New |
$2.28K - $2.86K
|
83
$2.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70+ 0.02% |
$1.92K - $2.41K
|
329K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
63+ 0.56% |
$1.73K - $2.17K
|
11.3K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
61New |
$1.67K - $2.1K
|
61
$1.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.52% |
$1.54K - $1.93K
|
10.7K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$1.29K - $1.62K
|
47
$1.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43+ 860.0% |
$1.18K - $1.48K
|
48
$1.52K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14New |
$384 - $483
|
14
$444
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 52.0% |
$357 - $448
|
38
$1.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.07% |
$329 - $414
|
1.14K
$36.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$275 - $345
|
10
$317
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.91% |
$110 - $138
|
444
$14.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.29% |
$54.9 - $69
|
701
$22.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 9.52% |
$54.9 - $69
|
19
$603
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-13- 0.03% |
$357 - $448
|
40.5K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 0.19% |
$412 - $517
|
7.92K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 1.73% |
$467 - $586
|
963
$30.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 3.7% |
$631 - $793
|
599
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 56.52% |
$1.07K - $1.35K
|
30
$952
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 88.89% |
$1.1K - $1.38K
|
5
$159
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-51- 0.87% |
$1.4K - $1.76K
|
5.83K
$185K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-54- 0.52% |
$1.48K - $1.86K
|
10.4K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-56- 98.25% |
$1.54K - $1.93K
|
1
$31.7
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 0.85% |
$1.78K - $2.24K
|
7.54K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-75- 0.94% |
$2.06K - $2.59K
|
7.94K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-92- 0.96% |
$2.53K - $3.17K
|
9.49K
$301K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-105- 4.43% |
$2.88K - $3.62K
|
2.27K
$71.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-139- 11.17% |
$3.82K - $4.79K
|
1.11K
$35.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.59% |
$4.12K - $5.17K
|
9.28K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-150- 0.51% |
$4.12K - $5.17K
|
29K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-195- 0.55% |
$5.35K - $6.73K
|
35.1K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-227- 0.1% |
$6.23K - $7.83K
|
234K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-232- 1.32% |
$6.37K - $8K
|
17.4K
$551K
|