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 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 18.1% |
$382K - $444K
|
87.6K
$2.7M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-782- 3.35% |
$22.2K - $25.9K
|
22.6K
$696K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
7.92K+ 14.25% |
$225K - $262K
|
63.5K
$1.96M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.35K+ 7.06% |
$152K - $177K
|
81K
$2.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 5.67% |
$5.69K - $6.62K
|
3.33K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
568+ 540.95% |
$16.2K - $18.8K
|
673
$20.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.81K+ 196.08% |
$137K - $159K
|
7.26K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-341- 0.62% |
$9.7K - $11.3K
|
54.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
233KNew |
$6.64M - $7.72M
|
233K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.06K+ 7.57% |
$58.7K - $68.2K
|
29.3K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
632+ 7.42% |
$18K - $20.9K
|
9.14K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-195K- 96.51% |
$5.55M - $6.45M
|
7.06K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.03KNew |
$143K - $166K
|
5.03K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.33KNew |
$66.1K - $76.9K
|
2.33K
$71.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Heitman Real Estate Securities LLC
Chicago, IL |
SELL
|
- |
-105K- 11.69% |
$2.98M - $3.47M
|
792K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-14.4K- 37.08% |
$411K - $478K
|
24.5K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-154K- 46.85% |
$4.39M - $5.1M
|
175K
$5.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.44K+ 15.87% |
$240K - $279K
|
61.6K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.13K- 11.17% |
$32.1K - $37.3K
|
8.98K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
472K+ 205.13% |
$13.4M - $15.6M
|
702K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
10.9KNew |
$309K - $359K
|
10.9K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 7.08% |
$34.3K - $39.9K
|
18.3K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50KNew |
$1.42M - $1.65M
|
50K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
876New |
$24.9K - $29K
|
876
$27K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25.8KNew |
$733K - $853K
|
25.8K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 2578.95% |
$13.9K - $16.2K
|
509
$15.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.68KNew |
$275K - $320K
|
9.68K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-705- 7.4% |
$20.1K - $23.3K
|
8.82K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-27.1K- 2.99% |
$772K - $897K
|
881K
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63New |
$1.79K - $2.08K
|
63
$1.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$96.1K - $112K
|
3.38K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4- 3.08% |
$114 - $132
|
126
$3.89K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
66New |
$1.88K - $2.18K
|
66
$2.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-218- 2.8% |
$6.2K - $7.21K
|
7.57K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
57.5K+ 193.39% |
$1.64M - $1.9M
|
87.2K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.43K- 10.68% |
$40.7K - $47.3K
|
12K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
54+ 0.48% |
$1.54K - $1.79K
|
11.3K
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
208New |
$5.92K - $6.88K
|
208
$6.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
79New |
$2.25K - $2.61K
|
79
$2.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.27K- 28.11% |
$64.7K - $75.2K
|
5.81K
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$484 - $562
|
17
$525
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 2.28% |
$5.69K - $6.62K
|
8.98K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-52K- 74.06% |
$1.48M - $1.72M
|
18.2K
$562K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.69K+ 15.06% |
$48K - $55.8K
|
12.9K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-19K- 6.69% |
$542K - $630K
|
266K
$8.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
330New |
$9.39K - $10.9K
|
330
$10.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.11K+ 6.63% |
$60K - $69.8K
|
33.9K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.18K+ 16.65% |
$33.4K - $38.9K
|
8.23K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$569 - $662
|
20
$617
|
|