Purchases and Sales Made in Q4 2024 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.8K+ 228.51% |
$949K - $1.06M
|
44.3K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.5KNew |
$879K - $979K
|
28.5K
$881K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
27.9KNew |
$859K - $956K
|
27.9K
$860K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
26.2K+ 38.62% |
$809K - $900K
|
94.2K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
26K+ 10.71% |
$803K - $894K
|
269K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 45.79% |
$776K - $864K
|
80.2K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
23.8K+ 93.86% |
$734K - $818K
|
49.2K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
22.4K+ 63.64% |
$689K - $767K
|
57.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21K+ 9.73% |
$647K - $720K
|
237K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
20.9K+ 43.03% |
$644K - $717K
|
69.4K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
20.7K+ 10.09% |
$638K - $710K
|
226K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.1KNew |
$619K - $689K
|
20.1K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 6.48% |
$618K - $688K
|
329K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
19.2K+ 54.27% |
$592K - $659K
|
54.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$590K - $657K
|
19.1K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
18.9K+ 0.93% |
$581K - $647K
|
2.05M
$63.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
18.7KNew |
$577K - $643K
|
18.7K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.7K+ 53.85% |
$546K - $608K
|
50.6K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
17.4K+ 17.27% |
$537K - $598K
|
118K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.3K+ 145.41% |
$532K - $593K
|
29.2K
$900K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.4KNew |
$506K - $563K
|
16.4K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
16.3K+ 44.46% |
$502K - $558K
|
52.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
14.7K+ 4.93% |
$453K - $504K
|
313K
$9.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.3K+ 14.51% |
$409K - $455K
|
105K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
12.9KNew |
$399K - $444K
|
12.9K
$399K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.6K+ 2.38% |
$390K - $434K
|
544K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.7K+ 45.25% |
$361K - $401K
|
37.6K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$341K - $380K
|
11.1K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
10.4KNew |
$320K - $356K
|
10.4K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.88K+ 56.78% |
$305K - $339K
|
27.3K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
9.65KNew |
$297K - $331K
|
9.65K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.17KNew |
$283K - $315K
|
9.17K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.71K+ 131.08% |
$237K - $264K
|
13.6K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.27KNew |
$224K - $250K
|
7.27K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.03K+ 58.09% |
$217K - $241K
|
19.1K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
6.98KNew |
$215K - $239K
|
6.98K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.68K+ 6.39% |
$206K - $229K
|
111K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.49KNew |
$200K - $223K
|
6.49K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.17K+ 52.73% |
$190K - $212K
|
17.9K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.57K+ 6.17% |
$172K - $191K
|
95.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.56K+ 7.55% |
$171K - $191K
|
79.2K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.42K+ 7.33% |
$167K - $186K
|
79.5K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.94K+ 4.62% |
$152K - $170K
|
112K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.63K+ 36.27% |
$143K - $159K
|
17.4K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.62K+ 6.13% |
$142K - $159K
|
80K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.95K+ 2.84% |
$122K - $135K
|
143K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.93K+ 4.09% |
$121K - $135K
|
99.9K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 36.73% |
$103K - $114K
|
12.4K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.27K+ 14.14% |
$101K - $112K
|
26.4K
$815K
|