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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116+ 34.12% |
$3.58K - $3.98K
|
456
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 12.96% |
$3.27K - $3.64K
|
924
$28.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 47.83% |
$2.37K - $2.64K
|
238
$7.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 3.39% |
$2.16K - $2.4K
|
2.13K
$65.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63New |
$1.94K - $2.16K
|
63
$1.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61+ 0.3% |
$1.88K - $2.09K
|
20.2K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.36K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
35New |
$1.08K - $1.2K
|
35
$1.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 3.08% |
$1.05K - $1.17K
|
1.14K
$35.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 5.49% |
$1.05K - $1.17K
|
653
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 12.5% |
$616 - $686
|
180
$5.56K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$431 - $480
|
14
$432
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10+ 0.13% |
$308 - $343
|
7.55K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5New |
$154 - $172
|
5
$154
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$154 - $172
|
5
$154
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.9% |
$123 - $137
|
448
$13.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$30.8 - $34.3
|
1
$30.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$30.8 - $34.3
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.27% |
$154 - $172
|
390
$12K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 2.38% |
$185 - $206
|
246
$7.59K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.06% |
$247 - $274
|
13.5K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$309
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 0.32% |
$370 - $412
|
3.72K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.28% |
$709 - $789
|
8.32K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.39% |
$709 - $789
|
5.81K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 4.51% |
$832 - $926
|
572
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-70- 0.02% |
$2.16K - $2.4K
|
329K
$10.1M
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-82- 0.2% |
$2.53K - $2.81K
|
40.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-98- 14.78% |
$3.02K - $3.36K
|
565
$17.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.24% |
$3.08K - $3.43K
|
41.2K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-105- 0.07% |
$3.24K - $3.6K
|
156K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-117- 0.65% |
$3.61K - $4.01K
|
17.9K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138- 18.55% |
$4.25K - $4.73K
|
606
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-162- 0.27% |
$4.99K - $5.56K
|
59K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-191- 1.81% |
$5.89K - $6.55K
|
10.4K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-198- 2.49% |
$6.1K - $6.79K
|
7.74K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-227- 0.44% |
$7K - $7.79K
|
51.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-263- 1.96% |
$8.11K - $9.02K
|
13.2K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-346- 1.55% |
$10.7K - $11.9K
|
21.9K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 5.39% |
$15.4K - $17.2K
|
8.78K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-531- 3.06% |
$16.4K - $18.2K
|
16.8K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-588- 6.69% |
$18.1K - $20.2K
|
8.2K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-588- 6.65% |
$18.1K - $20.2K
|
8.25K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-675- 1.21% |
$20.8K - $23.2K
|
55K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-769- 9.71% |
$23.7K - $26.4K
|
7.15K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-815- 1.47% |
$25.1K - $28K
|
54.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-845- 14.01% |
$26K - $29K
|
5.19K
$160K
|