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 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-117K- 7.7% |
$3.61M - $4.02M
|
1.4M
$43.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
23.8K+ 93.86% |
$734K - $818K
|
49.2K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
6.98KNew |
$215K - $239K
|
6.98K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.5KNew |
$879K - $979K
|
28.5K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-81KClosed |
$2.5M - $2.78M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-845- 14.01% |
$26K - $29K
|
5.19K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
976+ 5.93% |
$30.1K - $33.5K
|
17.4K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-625K- 45.37% |
$19.3M - $21.4M
|
753K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
18.7KNew |
$577K - $643K
|
18.7K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
10.4KNew |
$320K - $356K
|
10.4K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.86K- 46.69% |
$57.3K - $63.8K
|
2.12K
$65.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
437KNew |
$13.5M - $15M
|
437K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-588- 6.65% |
$18.1K - $20.2K
|
8.25K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
7.1KNew |
$219K - $244K
|
7.1K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
67.2K+ 331.73% |
$2.07M - $2.3M
|
87.4K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$154 - $172
|
5
$154
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
9.65KNew |
$297K - $331K
|
9.65K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.31K- 42.65% |
$256K - $285K
|
11.2K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
880New |
$27.1K - $30.2K
|
880
$27.2K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
730+ 6.98% |
$22.5K - $25K
|
11.2K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-368K- 48.37% |
$11.3M - $12.6M
|
392K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.64K- 4.0% |
$50.7K - $56.4K
|
39.4K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$341K - $380K
|
11.1K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.97K- 41.4% |
$215K - $239K
|
9.87K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 99.03% |
$28.2K - $31.4K
|
9
$278
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506New |
$15.6K - $17.4K
|
506
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
395+ 1.85% |
$12.2K - $13.6K
|
21.7K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 47.37% |
$277 - $309
|
10
$309
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$121K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11.6K- 59.8% |
$357K - $398K
|
7.79K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-82.6K- 3.13% |
$2.27M - $2.85M
|
2.56M
$78.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1KNew |
$360K - $453K
|
13.1K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.28KNew |
$172K - $216K
|
6.28K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6KNew |
$165K - $207K
|
6K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$19.2K - $24.1K
|
700
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-15.1K- 39.02% |
$414K - $520K
|
23.6K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
45KNew |
$1.24M - $1.55M
|
45K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
701New |
$19.2K - $24.2K
|
701
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40KNew |
$1.1M - $1.38M
|
40K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$2.58K - $3.24K
|
94
$2.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.17KNew |
$169K - $213K
|
6.17K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$168K - $211K
|
6.12K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
9.7KNew |
$266K - $335K
|
9.7K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$277K - $348K
|
10.1K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62.8K- 17.42% |
$1.72M - $2.16M
|
298K
$9.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181+ 26.04% |
$4.97K - $6.24K
|
876
$27K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
229New |
$6.29K - $7.9K
|
229
$7.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.52% |
$1.54K - $1.93K
|
10.7K
$331K
|
|