Purchases and Sales Made in Q4 2022 in Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT) during Q4 2022. The information is specifically focused on institutions that hold shares of ESSENTIAL PROPERTIES REALTY TRUST, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.74K+ 6.2% |
$33.4K - $41K
|
29.8K
$962K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.61K+ 9.89% |
$30.9K - $38K
|
17.9K
$578K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.58K+ 2.16% |
$30.2K - $37.1K
|
74.6K
$2.41M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.5K+ 177.91% |
$28.7K - $35.3K
|
2.34K
$75.4K
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.46KNew |
$27.9K - $34.3K
|
1.46K
$46.9K
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.27K+ 3.97% |
$24.3K - $29.9K
|
33.3K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.19K+ 0.51% |
$22.9K - $28.1K
|
233K
$7.52M
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.16K+ 9.73% |
$22.2K - $27.3K
|
13.1K
$422K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.06KNew |
$20.2K - $24.9K
|
1.06K
$34K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$19.2K - $23.6K
|
1K
$32.2K
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
831+ 7.87% |
$15.9K - $19.6K
|
11.4K
$367K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
683New |
$13.1K - $16.1K
|
683
$22K
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
635+ 1.1% |
$12.2K - $15K
|
58.4K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
613+ 1.57% |
$11.7K - $14.4K
|
39.7K
$1.28M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
449+ 4.18% |
$8.6K - $10.6K
|
11.2K
$360K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
284+ 2.57% |
$5.44K - $6.69K
|
11.3K
$366K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
242+ 1.88% |
$4.64K - $5.7K
|
13.1K
$422K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
242+ 1.88% |
$4.64K - $5.7K
|
13.1K
$422K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197+ 0.39% |
$3.77K - $4.64K
|
51.3K
$1.65M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
181New |
$3.47K - $4.26K
|
181
$5.83K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
131+ 7.12% |
$2.51K - $3.09K
|
1.97K
$63.5K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.15% |
$1.92K - $2.36K
|
67.6K
$2.18M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$1.92K - $2.36K
|
200
$6.45K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$1.92K - $2.36K
|
100
$3.22K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
100+ 0.66% |
$1.92K - $2.36K
|
15.4K
$495K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
90New |
$1.72K - $2.12K
|
90
$2.9K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
74+ 38.14% |
$1.42K - $1.74K
|
268
$8.64K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
61+ 0.13% |
$1.17K - $1.44K
|
46.9K
$1.51M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
61New |
$1.17K - $1.44K
|
61
$1.97K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
31New |
$594 - $730
|
31
$999
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
19+ 0.03% |
$364 - $447
|
65.2K
$2.1M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.45% |
$230 - $283
|
840
$27.1K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$172 - $212
|
9
$290
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 1.41% |
$153 - $188
|
575
$18.5K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 8.7% |
$153 - $188
|
100
$3.22K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 23.33% |
$134 - $165
|
37
$1.19K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 3.04% |
$211 - $259
|
351
$11.3K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-15- 22.73% |
$287 - $353
|
51
$1.64K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 8.79% |
$307 - $377
|
166
$5.35K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31- 49.21% |
$594 - $730
|
32
$1.03K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-43- 8.45% |
$824 - $1.01K
|
466
$15K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-55- 0.06% |
$1.05K - $1.3K
|
98.7K
$3.18M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-60- 1.11% |
$1.15K - $1.41K
|
5.33K
$172K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-126- 14.27% |
$2.41K - $2.97K
|
757
$24.4K
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-211- 1.29% |
$4.04K - $4.97K
|
16.2K
$522K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-260- 18.49% |
$4.98K - $6.12K
|
1.15K
$36.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-275- 32.62% |
$5.27K - $6.48K
|
568
$18.3K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-288- 0.57% |
$5.52K - $6.78K
|
49.8K
$1.61M
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-290- 0.32% |
$5.56K - $6.83K
|
90.8K
$2.93M
|