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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 74.52% |
$14.4K - $16.1K
|
1.1K
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
412+ 0.22% |
$12.7K - $14.1K
|
184K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
399+ 0.79% |
$12.3K - $13.7K
|
50.9K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
188+ 0.71% |
$5.79K - $6.45K
|
26.6K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116+ 34.12% |
$3.58K - $3.98K
|
456
$14.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 12.96% |
$3.27K - $3.64K
|
924
$28.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 47.83% |
$2.37K - $2.64K
|
238
$7.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 3.39% |
$2.16K - $2.4K
|
2.13K
$66.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61+ 0.3% |
$1.88K - $2.09K
|
20.2K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 3.08% |
$1.05K - $1.17K
|
1.14K
$35.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 5.49% |
$1.05K - $1.17K
|
653
$20.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 12.5% |
$616 - $686
|
180
$5.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$431 - $480
|
14
$437
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.9% |
$123 - $137
|
448
$14K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$30.8 - $34.3
|
1
$31.2
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.14% |
$30.8 - $34.3
|
700
$21.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.27% |
$154 - $172
|
390
$12.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 2.38% |
$185 - $206
|
246
$7.69K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.06% |
$247 - $274
|
13.5K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$312
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 0.32% |
$370 - $412
|
3.72K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.39% |
$709 - $789
|
5.81K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 4.51% |
$832 - $926
|
572
$17.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-70- 0.02% |
$2.16K - $2.4K
|
329K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-98- 14.78% |
$3.02K - $3.36K
|
565
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.24% |
$3.08K - $3.43K
|
41.2K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-162- 0.27% |
$4.99K - $5.56K
|
59K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-191- 1.81% |
$5.89K - $6.55K
|
10.4K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-227- 0.44% |
$7K - $7.79K
|
51.4K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-346- 1.55% |
$10.7K - $11.9K
|
21.9K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 5.39% |
$15.4K - $17.2K
|
8.78K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-531- 3.06% |
$16.4K - $18.2K
|
16.8K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-815- 1.47% |
$25.1K - $28K
|
54.6K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 99.03% |
$28.2K - $31.4K
|
9
$281
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.19K- 9.6% |
$36.6K - $40.8K
|
11.2K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.27K- 1.86% |
$39.1K - $43.5K
|
66.8K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.55% |
$46.6K - $51.9K
|
8.89K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.64K- 4.0% |
$50.7K - $56.4K
|
39.4K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.65K- 3.01% |
$50.8K - $56.6K
|
53.2K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.71K- 12.31% |
$52.7K - $58.7K
|
12.2K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.16K- 0.4% |
$66.6K - $74.1K
|
544K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.37K- 3.59% |
$73.1K - $81.4K
|
63.7K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.52K- 2.09% |
$108K - $121K
|
165K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.09K- 28.94% |
$126K - $140K
|
10K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 1.63% |
$144K - $160K
|
282K
$8.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-4.69K- 7.76% |
$145K - $161K
|
55.7K
$1.74M
|