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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$435K - $506K
|
15.3K
$472K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
572+ 3.18% |
$16.3K - $18.9K
|
18.6K
$573K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-4.56K- 4.96% |
$130K - $151K
|
87.4K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
572+ 3.18% |
$16.3K - $18.9K
|
18.6K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 6.46% |
$22.8K - $26.5K
|
11.6K
$358K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$1.42K - $1.65K
|
50
$1.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
75New |
$2.13K - $2.48K
|
75
$2.31K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
375New |
$10.7K - $12.4K
|
375
$11.6K
|
|
| Q1 2025 | |||||||
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-4K- 11.59% |
$122K - $131K
|
30.5K
$941K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 7.63% |
$153K - $164K
|
60.5K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
671+ 0.91% |
$20.5K - $22K
|
74.5K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.25KNew |
$191K - $205K
|
6.25K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
11.9KNew |
$362K - $390K
|
11.9K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317- 3.1% |
$9.67K - $10.4K
|
9.91K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.36K - $3.61K
|
110
$3.39K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.3KNew |
$192K - $207K
|
6.3K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-257- 3.74% |
$7.84K - $8.44K
|
6.62K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$211K - $228K
|
6.93K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.82KNew |
$85.9K - $92.5K
|
2.82K
$86.9K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50K- 50.0% |
$1.53M - $1.64M
|
50K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.25K- 16.52% |
$130K - $140K
|
21.5K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400+ 152.09% |
$12.2K - $13.1K
|
663
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
315KNew |
$9.61M - $10.3M
|
315K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
98.9KNew |
$3.02M - $3.25M
|
98.9K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-253- 75.07% |
$7.72K - $8.31K
|
84
$2.59K
|
|
|
May 14, 2025
Q1 2025
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
2.5K+ 4.3% |
$76.3K - $82.1K
|
60.7K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$153 - $164
|
5
$154
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
9.61KNew |
$293K - $316K
|
9.61K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.91KNew |
$150K - $161K
|
4.91K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
426+ 4.18% |
$13K - $14K
|
10.6K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
46New |
$1.4K - $1.51K
|
46
$1.42K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$163K - $175K
|
5.34K
$165K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
4.7KNew |
$143K - $154K
|
4.7K
$145K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.2KNew |
$892K - $961K
|
29.2K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-81- 0.37% |
$2.47K - $2.66K
|
21.9K
$675K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 1.22% |
$91.5 - $98.6
|
243
$7.5K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
1.55K+ 8.61% |
$47.1K - $50.8K
|
19.5K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-96- 9.97% |
$2.93K - $3.15K
|
867
$26.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
152+ 1.66% |
$4.64K - $4.99K
|
9.32K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
137New |
$4.18K - $4.5K
|
137
$4.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
6.24KNew |
$190K - $205K
|
6.24K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$1.34K - $1.45K
|
44
$1.36K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$1.53K - $1.64K
|
50
$1.54K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21New |
$641 - $690
|
21
$648
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
400New |
$12.2K - $13.1K
|
400
$12.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-126- 0.54% |
$3.84K - $4.14K
|
23.2K
$716K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
1.29KNew |
$39.3K - $42.3K
|
1.29K
$39.7K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.1KNew |
$34K - $37.8K
|
1.1K
$34K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
35New |
$1.08K - $1.2K
|
35
$1.08K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181New |
$5.58K - $6.21K
|
181
$5.59K
|
|