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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
22.3KNew |
$428K - $525K
|
22.3K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6.72K- 18.15% |
$129K - $158K
|
30.3K
$934K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.3KNew |
$313K - $385K
|
16.3K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$1.92K - $2.36K
|
200
$6.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.91K- 10.21% |
$74.9K - $92.1K
|
34.4K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.46KNew |
$27.9K - $34.3K
|
1.46K
$44.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
61New |
$1.17K - $1.44K
|
61
$1.88K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.53K+ 12.72% |
$48.5K - $59.6K
|
22.4K
$692K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
63.3KNew |
$1.21M - $1.49M
|
63.3K
$1.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
BUY
|
- |
65K+ 22.81% |
$1.25M - $1.53M
|
350K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-23.8K- 22.09% |
$457K - $561K
|
84.1K
$2.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
19.8K+ 442.9% |
$379K - $466K
|
24.3K
$749K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.06KNew |
$20.2K - $24.9K
|
1.06K
$32.6K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.45K- 8.17% |
$47K - $57.7K
|
27.6K
$851K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120New |
$2.29K - $3.05K
|
120
$3.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-985- 4.07% |
$18.8K - $25K
|
23.2K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
423K+ 15.51% |
$8.06M - $10.7M
|
3.15M
$97.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
132+ 183.33% |
$2.52K - $3.35K
|
204
$6.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-42.1K- 70.18% |
$802K - $1.07M
|
17.9K
$551K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.16KNew |
$41.2K - $54.9K
|
2.16K
$66.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-78.9KClosed |
$1.58M - $2.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
12.4KNew |
$250K - $330K
|
12.4K
$384K
|
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-142K- 72.86% |
$2.85M - $3.77M
|
52.9K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-42K- 34.4% |
$843K - $1.12M
|
80.1K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-314KClosed |
$6.31M - $8.34M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-16.5KClosed |
$332K - $439K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900New |
$18.1K - $23.9K
|
900
$27.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
28+ 0.55% |
$562 - $743
|
5.09K
$157K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.02KClosed |
$161K - $213K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-34.3KClosed |
$689K - $911K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 73.33% |
$2.21K - $2.92K
|
40
$1.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-57.5K- 16.59% |
$1.15M - $1.53M
|
289K
$8.91M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79New |
$1.59K - $2.1K
|
79
$2.44K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-146Closed |
$2.93K - $3.88K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
18New |
$361 - $478
|
18
$555
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-187- 2.7% |
$3.75K - $4.96K
|
6.74K
$208K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-31.9KClosed |
$774K - $935K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-35.7KClosed |
$867K - $1.05M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4.88KClosed |
$118K - $143K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-110Closed |
$2.67K - $3.22K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-11.1KClosed |
$269K - $324K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-85Closed |
$2.06K - $2.49K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-249KClosed |
$6.04M - $7.29M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-8.85KClosed |
$234K - $271K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.78K+ 14.45% |
$73.5K - $84.9K
|
22K
$678K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.59KClosed |
$201K - $232K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.46KClosed |
$224K - $259K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-26.2KClosed |
$694K - $801K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.96KClosed |
$211K - $243K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-13.4KClosed |
$364K - $437K
|
0
$0
|
|