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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,617
shares
|
$115,382
0.0% of portfolio
|
Q4 2024
Added 218.12%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
3,325
shares
|
$106,067
0.03% of portfolio
|
Q4 2024
Added 44.57%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
3,186
shares
|
$101,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,606
shares
|
$83,131
0.0% of portfolio
|
Q4 2024
Reduced 77.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,456
shares
|
$78,346
0.01% of portfolio
|
Q4 2024
Added 275.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,267
shares
|
$72,317
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,162
shares
|
$68,967
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,134
shares
|
$68,074
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
2,123
shares
|
$67,723
0.01% of portfolio
|
Q4 2024
Reduced 46.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$63,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,550
shares
|
$49,445
0.0% of portfolio
|
Q1 2024
Added 29.17%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$46,286
0.01% of portfolio
|
Q4 2024
Added 439.41%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,211
shares
|
$38,630
0.01% of portfolio
|
Q4 2024
Added 215.36%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,180
shares
|
$37,642
0.0% of portfolio
|
Q4 2024
Added 1834.43%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,139
shares
|
$36,334
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,134
shares
|
$36,174
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,096
shares
|
$34,962
0.0% of portfolio
|
Q4 2024
Added 74.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
963
shares
|
$30,719
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
880
shares
|
$28,072
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
776
shares
|
$24,754
0.0% of portfolio
|
Q2 2024
Added 52.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
730
shares
|
$23,287
0.0% of portfolio
|
Q1 2024
Reduced 19.33%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
701
shares
|
$22,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
700
shares
|
$22,330
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
653
shares
|
$20,830
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
647
shares
|
$20,639
0.0% of portfolio
|
Q4 2024
New holding
|