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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
229New |
$6.29K - $7.9K
|
229
$7K
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
12.4KNew |
$340K - $427K
|
12.4K
$379K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
52.2K+ 2.02% |
$1.43M - $1.8M
|
2.63M
$80.4M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-92- 0.96% |
$2.53K - $3.17K
|
9.49K
$290K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.77K+ 22.21% |
$48.6K - $61.1K
|
9.75K
$298K
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
285+ 0.25% |
$7.82K - $9.83K
|
113K
$3.44M
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.14K+ 30.92% |
$31.2K - $39.2K
|
4.81K
$147K
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19.6K- 50.15% |
$538K - $676K
|
19.5K
$596K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.52% |
$1.54K - $1.93K
|
10.7K
$328K
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
3.1K+ 8.17% |
$85.1K - $107K
|
41.1K
$1.26M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.13K+ 29.69% |
$113K - $143K
|
18.1K
$552K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-264- 1.17% |
$7.25K - $9.11K
|
22.3K
$682K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.44K- 8.48% |
$67K - $84.2K
|
26.4K
$806K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-42.6K- 48.4% |
$1.17M - $1.47M
|
45.4K
$1.39M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 7.21% |
$398K - $500K
|
216K
$6.6M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
51.2K+ 26.5% |
$1.41M - $1.77M
|
244K
$7.47M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
83.6K+ 5.87% |
$2.29M - $2.88M
|
1.51M
$46.1M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38.4K+ 25.21% |
$1.05M - $1.32M
|
191K
$5.83M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3K+ 97.45% |
$420K - $528K
|
31K
$948K
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-384- 1.19% |
$10.5K - $13.2K
|
31.8K
$973K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$275 - $345
|
10
$306
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 9.52% |
$54.9 - $69
|
19
$581
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12.3K+ 28.91% |
$338K - $424K
|
54.8K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.13K+ 9.89% |
$223K - $280K
|
90.3K
$2.76M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
154K+ 1101.04% |
$4.24M - $5.33M
|
168K
$5.15M
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
63+ 0.56% |
$1.73K - $2.17K
|
11.3K
$347K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-18.5K- 52.39% |
$509K - $639K
|
16.8K
$515K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
103New |
$2.83K - $3.55K
|
103
$3.15K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-774- 1.09% |
$21.2K - $26.7K
|
70.3K
$2.15M
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
9.77K+ 91.09% |
$268K - $337K
|
20.5K
$627K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84New |
$2.31K - $2.9K
|
84
$2.57K
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.59K- 1.8% |
$126K - $158K
|
250K
$7.65M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$1.29K - $1.62K
|
47
$1.44K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-276K- 84.27% |
$7.57M - $9.51M
|
51.5K
$1.57M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.02KNew |
$165K - $208K
|
6.02K
$184K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 0.19% |
$412 - $517
|
7.92K
$242K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 88.89% |
$1.1K - $1.38K
|
5
$153
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
25.3K+ 7.25% |
$694K - $872K
|
374K
$11.4M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 3.36% |
$64.9K - $81.6K
|
68K
$2.08M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.82K- 3.4% |
$49.8K - $62.6K
|
51.7K
$1.58M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.2K+ 16.06% |
$281K - $353K
|
74K
$2.26M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.08KNew |
$249K - $313K
|
9.08K
$278K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.31K+ 12.33% |
$90.8K - $114K
|
30.2K
$922K
|
|
Oct 29, 2024
Q3 2024
|
B&I Capital Ag
|
SELL
|
- |
-13.6K- 9.36% |
$373K - $469K
|
132K
$4.03M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-51- 0.87% |
$1.4K - $1.76K
|
5.83K
$178K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.3K- 24.82% |
$502K - $631K
|
55.4K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
151+ 7.89% |
$4.14K - $5.21K
|
2.06K
$63.1K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.28K- 3.01% |
$35.2K - $44.3K
|
41.3K
$1.26M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.07% |
$329 - $414
|
1.14K
$34.8K
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-227- 0.1% |
$6.23K - $7.83K
|
234K
$7.17M
|