Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
8,900
shares
|
$283,910
0.01% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,886
shares
|
$283,463
0.0% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
8,775
shares
|
$279,922
0.18% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,320
shares
|
$265,408
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
8,251
shares
|
$263,206
0.15% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
8,215
shares
|
$262,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Feb 13, 2025 Q4 2024 |
8,195
shares
|
$261,420
0.01% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
7,790
shares
|
$248,501
0.02% of portfolio
|
Q4 2024
Reduced 59.8%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
7,750
shares
|
$247,225
0.0% of portfolio
|
Q4 2024
Added 61.12%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
7,741
shares
|
$246,937
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
7,550
shares
|
$240,845
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,360
shares
|
$234,784
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,272
shares
|
$231,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
7,149
shares
|
$228,053
0.14% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,975
shares
|
$222,502
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,878
shares
|
$219,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,738
shares
|
$214,942
0.09% of portfolio
|
Q2 2022
Reduced 2.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,491
shares
|
$207,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,170
shares
|
$196,823
0.0% of portfolio
|
Q4 2024
Reduced 57.21%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,807
shares
|
$185,243
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,186
shares
|
$165,433
0.07% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
4,550
shares
|
$145,145
0.0% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,935
shares
|
$125,526
0.01% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
3,925
shares
|
$125,207
0.08% of portfolio
|
Q4 2024
Added 27935.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,717
shares
|
$118,572
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|