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 337 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
18
shares
|
$558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10
shares
|
$310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
10
shares
|
$310
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$155
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q3 2024
Reduced 98.25%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|