Purchases and Sales Made in Q4 2023 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 6.35% |
$41K - $52.2K
|
33.5K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2K+ 1.0% |
$41K - $52.2K
|
202K
$6.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.95K+ 2.07% |
$39.9K - $50.7K
|
95.7K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33K+ 1.59% |
$27.1K - $34.6K
|
84.4K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.24K+ 2.92% |
$25.3K - $32.3K
|
43.6K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.21KNew |
$24.9K - $31.7K
|
1.21K
$38.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.19K+ 15.19% |
$24.4K - $31.1K
|
9.04K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.15KNew |
$23.6K - $30.1K
|
1.15K
$36.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.05KNew |
$21.5K - $27.4K
|
1.05K
$33.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
925+ 4.22% |
$19K - $24.1K
|
22.8K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
896+ 1.41% |
$18.4K - $23.4K
|
64.4K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
881+ 15.49% |
$18.1K - $23K
|
6.57K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
859+ 0.09% |
$17.6K - $22.4K
|
919K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
848+ 4.79% |
$17.4K - $22.1K
|
18.6K
$589K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
713+ 23766.67% |
$14.6K - $18.6K
|
716
$22.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
BUY
|
- |
670+ 4.06% |
$13.7K - $17.5K
|
17.2K
$545K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
603New |
$12.4K - $15.7K
|
603
$19.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
540+ 1.63% |
$11.1K - $14.1K
|
33.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
513+ 3.28% |
$10.5K - $13.4K
|
16.2K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
500New |
$10.2K - $13K
|
500
$15.9K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
500+ 71.43% |
$10.2K - $13K
|
1.2K
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
500+ 71.43% |
$10.2K - $13K
|
1.2K
$38.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
487+ 2.63% |
$9.98K - $12.7K
|
19K
$604K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
469+ 5.52% |
$9.61K - $12.2K
|
8.96K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
430New |
$8.81K - $11.2K
|
430
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
383New |
$7.85K - $9.99K
|
383
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
375+ 3.16% |
$7.68K - $9.78K
|
12.2K
$388K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
366+ 77.05% |
$7.5K - $9.55K
|
841
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
361+ 3.2% |
$7.4K - $9.41K
|
11.6K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
327+ 178.69% |
$6.7K - $8.53K
|
510
$16.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
309+ 1.64% |
$6.33K - $8.06K
|
19.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
261+ 91.58% |
$5.35K - $6.81K
|
546
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
259+ 2.28% |
$5.31K - $6.75K
|
11.6K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
259New |
$5.31K - $6.75K
|
259
$8.22K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
257New |
$5.27K - $6.7K
|
257
$8.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
244New |
$5K - $6.36K
|
244
$7.74K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
224+ 0.1% |
$4.59K - $5.84K
|
225K
$7.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200+ 68.97% |
$4.1K - $5.22K
|
490
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
199+ 0.25% |
$4.08K - $5.19K
|
80.2K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
176+ 429.27% |
$3.61K - $4.59K
|
217
$6.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
165+ 4.02% |
$3.38K - $4.3K
|
4.27K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 0.16% |
$2.79K - $3.55K
|
86.2K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
131+ 1007.69% |
$2.68K - $3.42K
|
144
$4.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
129+ 0.76% |
$2.64K - $3.36K
|
17.1K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
115New |
$2.36K - $3K
|
115
$3.65K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
90New |
$1.84K - $2.35K
|
90
$2.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 84.04% |
$1.62K - $2.06K
|
173
$5.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 66.67% |
$1.39K - $1.77K
|
170
$5.39K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
63+ 0.02% |
$1.29K - $1.64K
|
361K
$11.5M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61+ 290.48% |
$1.25K - $1.59K
|
82
$2.6K
|