Latest Institutional Purchases of Essential Properties Realty Trust, Inc. (EPRT)
This list provides information on the latest institutional transactions involving Essential Properties Realty Trust, Inc. (EPRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
330New |
$9.39K - $10.9K
|
330
$10.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
208New |
$5.92K - $6.88K
|
208
$6.42K
|
|
|
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 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
79New |
$2.25K - $2.61K
|
79
$2.44K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
75New |
$2.13K - $2.48K
|
75
$2.31K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
66New |
$1.88K - $2.18K
|
66
$2.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63New |
$1.79K - $2.08K
|
63
$1.94K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
54+ 0.48% |
$1.54K - $1.79K
|
11.3K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$1.42K - $1.65K
|
50
$1.54K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$569 - $662
|
20
$617
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$484 - $562
|
17
$525
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.2KNew |
$892K - $961K
|
29.2K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
11.9KNew |
$362K - $390K
|
11.9K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
9.61KNew |
$293K - $316K
|
9.61K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$211K - $228K
|
6.93K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.3KNew |
$192K - $207K
|
6.3K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.25KNew |
$191K - $205K
|
6.25K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
6.24KNew |
$190K - $205K
|
6.24K
$193K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$163K - $175K
|
5.34K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.91KNew |
$150K - $161K
|
4.91K
$152K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
4.7KNew |
$143K - $154K
|
4.7K
$145K
|
|
|
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
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
2.5K+ 4.3% |
$76.3K - $82.1K
|
60.7K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
1.55K+ 8.61% |
$47.1K - $50.8K
|
19.5K
$601K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
1.29KNew |
$39.3K - $42.3K
|
1.29K
$39.7K
|
|
|
May 15, 2025
Q1 2025
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
671+ 0.91% |
$20.5K - $22K
|
74.5K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
426+ 4.18% |
$13K - $14K
|
10.6K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400+ 152.09% |
$12.2K - $13.1K
|
663
$20.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
400New |
$12.2K - $13.1K
|
400
$12.3K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.36K - $3.61K
|
110
$3.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$1.53K - $1.64K
|
50
$1.54K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
46New |
$1.4K - $1.51K
|
46
$1.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44New |
$1.34K - $1.45K
|
44
$1.36K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21New |
$641 - $690
|
21
$648
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$153 - $164
|
5
$154
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
437KNew |
$13.5M - $15M
|
437K
$13.5M
|
|
|
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 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.5KNew |
$879K - $979K
|
28.5K
$881K
|
|
|
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
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
18.7KNew |
$577K - $643K
|
18.7K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$341K - $380K
|
11.1K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
10.4KNew |
$320K - $356K
|
10.4K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
9.65KNew |
$297K - $331K
|
9.65K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
7.1KNew |
$219K - $244K
|
7.1K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
6.98KNew |
$215K - $239K
|
6.98K
$215K
|
|