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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.91K+ 27935.71% |
$121K - $134K
|
3.93K
$121K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.1KNew |
$34K - $37.8K
|
1.1K
$34K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
976+ 5.93% |
$30.1K - $33.5K
|
17.4K
$538K
|
|
|
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
|
|
|
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 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
380New |
$11.7K - $13K
|
380
$11.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181New |
$5.58K - $6.21K
|
181
$5.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$1.36K - $1.51K
|
44
$1.36K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
35New |
$1.08K - $1.2K
|
35
$1.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$154 - $172
|
5
$154
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
45KNew |
$1.24M - $1.55M
|
45K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40KNew |
$1.1M - $1.38M
|
40K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9K+ 6512.62% |
$383K - $481K
|
14.2K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1KNew |
$360K - $453K
|
13.1K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$277K - $348K
|
10.1K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
9.77K+ 91.09% |
$268K - $337K
|
20.5K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
9.7KNew |
$266K - $335K
|
9.7K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.28KNew |
$172K - $216K
|
6.28K
$194K
|
|
|
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 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.02KNew |
$165K - $208K
|
6.02K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6KNew |
$165K - $207K
|
6K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 17.82% |
$67.5K - $84.8K
|
16.3K
$502K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
710New |
$19.5K - $24.5K
|
710
$21.9K
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$19.2K - $24.1K
|
700
$21.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
597+ 8.19% |
$16.4K - $20.6K
|
7.89K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
229New |
$6.29K - $7.9K
|
229
$7.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181+ 26.04% |
$4.97K - $6.24K
|
876
$27K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
103New |
$2.83K - $3.55K
|
103
$3.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$2.58K - $3.24K
|
94
$2.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84New |
$2.31K - $2.9K
|
84
$2.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.52% |
$1.54K - $1.93K
|
10.7K
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
47New |
$1.29K - $1.62K
|
47
$1.45K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.77M+ 8.96% |
$68.6M - $77.4M
|
33.7M
$1.04B
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$601K - $679K
|
24.3K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
15.2KNew |
$377K - $426K
|
15.2K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
9.18KNew |
$227K - $257K
|
9.18K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.24K+ 581.09% |
$55.5K - $62.7K
|
2.63K
$81.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
266+ 52.16% |
$6.59K - $7.43K
|
776
$23.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.17% |
$2.92K - $3.3K
|
68.5K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$1.31K - $1.48K
|
53
$1.64K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$446 - $503
|
18
$555
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 9.52% |
$248 - $280
|
115
$3.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7+ 0.04% |
$173 - $196
|
16.3K
$503K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.2MNew |
$28.6M - $32M
|
1.2M
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
125KNew |
$2.97M - $3.33M
|
125K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
31K+ 206.67% |
$737K - $826K
|
46K
$1.42M
|
|