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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 46.54% |
$99.7K - $111K
|
10.2K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.19KNew |
$98.2K - $109K
|
3.19K
$98.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.17K+ 10.5% |
$97.6K - $109K
|
33.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.94K+ 61.12% |
$90.6K - $101K
|
7.75K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.89K+ 2.57% |
$89K - $99.1K
|
116K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.74K+ 19.2% |
$84.4K - $93.9K
|
17K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.6K+ 0.76% |
$80.1K - $89.2K
|
345K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 218.12% |
$76.4K - $85.1K
|
3.62K
$112K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.28K+ 5.09% |
$70.4K - $78.3K
|
47.1K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.09K+ 30.59% |
$64.3K - $71.5K
|
8.9K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.05K+ 11.37% |
$63.2K - $70.4K
|
20.1K
$621K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.05K+ 0.82% |
$63.2K - $70.4K
|
253K
$7.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
1.91K+ 9.27% |
$59K - $65.7K
|
22.6K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 275.54% |
$55.5K - $61.8K
|
2.46K
$75.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.67K+ 7.06% |
$51.4K - $57.2K
|
25.3K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 0.93% |
$49.2K - $54.8K
|
174K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 5.12% |
$47.3K - $52.6K
|
31.5K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.33K+ 41.39% |
$41.1K - $45.7K
|
4.55K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 0.53% |
$38.6K - $43K
|
237K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.18K+ 439.41% |
$36.4K - $40.6K
|
1.45K
$44.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.13KNew |
$34.9K - $38.9K
|
1.13K
$35K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.12K+ 1834.43% |
$34.5K - $38.4K
|
1.18K
$36.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.1KNew |
$34K - $37.8K
|
1.1K
$34K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.03K+ 44.57% |
$31.6K - $35.2K
|
3.33K
$103K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 6.41% |
$31.2K - $34.7K
|
16.8K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
996+ 3.73% |
$30.7K - $34.2K
|
27.7K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
990+ 4.05% |
$30.5K - $34K
|
25.4K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
976+ 5.93% |
$30.1K - $33.5K
|
17.4K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
936+ 1.74% |
$28.8K - $32.1K
|
54.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
880New |
$27.1K - $30.2K
|
880
$27.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
879+ 10.32% |
$27.1K - $30.2K
|
9.4K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
874+ 6.99% |
$26.9K - $30K
|
13.4K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
851+ 1.87% |
$26.2K - $29.2K
|
46.3K
$1.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
827+ 215.36% |
$25.5K - $28.4K
|
1.21K
$37.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
762+ 24.02% |
$23.5K - $26.1K
|
3.94K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
730+ 6.98% |
$22.5K - $25K
|
11.2K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
647New |
$19.9K - $22.2K
|
647
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
611New |
$18.8K - $21K
|
611
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
581+ 3.27% |
$17.9K - $19.9K
|
18.4K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506New |
$15.6K - $17.4K
|
506
$15.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 74.52% |
$14.4K - $16.1K
|
1.1K
$33.8K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
412+ 0.22% |
$12.7K - $14.1K
|
184K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
399+ 0.79% |
$12.3K - $13.7K
|
50.9K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$670K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
188+ 0.71% |
$5.79K - $6.45K
|
26.6K
$820K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181New |
$5.58K - $6.21K
|
181
$5.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
167+ 1.83% |
$5.15K - $5.73K
|
9.28K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150+ 2.08% |
$4.62K - $5.15K
|
7.36K
$227K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
143New |
$4.41K - $4.91K
|
143
$4.41K
|