Latest Institutional Transactions on Essential Properties Realty Trust, Inc. (EPRT)
This table provides information on the latest institutional transactions involving Essential Properties Realty Trust, Inc. (EPRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.55% |
$46.6K - $51.9K
|
8.89K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.71K- 12.31% |
$52.7K - $58.7K
|
12.2K
$382K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.27K- 1.86% |
$39.1K - $43.5K
|
66.8K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.52K- 2.09% |
$108K - $121K
|
165K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
22.4K+ 63.64% |
$689K - $767K
|
57.5K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506New |
$15.6K - $17.4K
|
506
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 2.38% |
$185 - $206
|
246
$7.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 12.96% |
$3.27K - $3.64K
|
924
$29K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.94K+ 61.12% |
$90.6K - $101K
|
7.75K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 5.49% |
$1.05K - $1.17K
|
653
$20.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.6K- 16.34% |
$449K - $500K
|
74.6K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.25K- 57.21% |
$254K - $283K
|
6.17K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 36.73% |
$103K - $114K
|
12.4K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 5.39% |
$15.4K - $17.2K
|
8.78K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 1.63% |
$144K - $160K
|
282K
$8.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 74.52% |
$14.4K - $16.1K
|
1.1K
$34.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$682K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.3K+ 145.41% |
$532K - $593K
|
29.2K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.37K- 3.59% |
$73.1K - $81.4K
|
63.7K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$314
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.27% |
$154 - $172
|
390
$12.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-20K- 23.39% |
$616K - $686K
|
65.5K
$2.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11.6K- 59.8% |
$357K - $398K
|
7.79K
$245K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
827+ 215.36% |
$25.5K - $28.4K
|
1.21K
$38K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
762+ 24.02% |
$23.5K - $26.1K
|
3.94K
$124K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.5K+ 6.58% |
$2.7M - $3.4M
|
1.59M
$50.1M
|
|
|
Dec 19, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.18M+ 730.39% |
$59.9M - $75.2M
|
2.48M
$77.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.98K- 1.89% |
$81.8K - $103K
|
155K
$4.86M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.93K- 6.14% |
$80.5K - $101K
|
44.8K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 9.87% |
$58.2K - $73.1K
|
23.6K
$741K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.03K+ 0.82% |
$55.8K - $70.2K
|
251K
$7.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
162K+ 118.64% |
$4.44M - $5.58M
|
298K
$9.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.03MNew |
$55.8M - $70.2M
|
2.03M
$63.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1KNew |
$306K - $384K
|
11.1K
$350K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.34KNew |
$174K - $219K
|
6.34K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$19.2K - $24.1K
|
700
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
145K+ 135.42% |
$3.97M - $4.99M
|
252K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.07K- 15.04% |
$29.3K - $36.8K
|
6.03K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 61.07% |
$1.3M - $1.63M
|
30.2K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-150- 0.51% |
$4.12K - $5.17K
|
29K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 24.25% |
$119K - $149K
|
13.5K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
12.8KNew |
$350K - $440K
|
12.8K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.16MNew |
$31.9M - $40.1M
|
1.16M
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
389K+ 14.35% |
$10.7M - $13.4M
|
3.1M
$97.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.7K+ 27.09% |
$981K - $1.23M
|
168K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.02K- 41.3% |
$220K - $277K
|
11.4K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-15.1K- 39.02% |
$414K - $520K
|
23.6K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-100K- 40.0% |
$2.75M - $3.45M
|
150K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.42K+ 10.29% |
$259K - $325K
|
101K
$3.17M
|
|