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Essential Properties Realty Trust (EPRT) Institutional Ownership

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$27.55
+0.45 (+1.66%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Essential Properties Realty Trust (NYSE:EPRT)

Current
Institutional Ownership
Percentage
96.98%
Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$527.36M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$93.73M
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EPRT Institutional Buying and Selling by Quarter

Essential Properties Realty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Lazard Asset Management LLC7,464$198K0.0%-17.4%0.004%
5/15/2024Truvestments Capital LLC90,416$2.41M0.9%+480.4%0.052%
5/14/2024 CANADA LIFE ASSURANCE Co263,589$7.03M0.0%+4.2%0.150%
5/14/2024 American International Group Inc.84,163$2.24M0.0%-0.9%0.048%
5/13/2024 UniSuper Management Pty Ltd89,651$2.39M0.0%+101.5%0.051%
5/13/2024 Ameritas Investment Partners Inc.15,567$415K0.0%-3.7%0.009%
5/11/2024 Nicola Wealth Management LTD.51,161$1.36M0.2%+65.2%0.029%
5/10/2024 Allstate Corp92,294$2.46M0.2%N/A0.053%
5/10/2024 Vanguard Group Inc.25,377,389$676.56M0.0%+4.4%14.476%
5/10/2024 Centersquare Investment Management LLC19,600$516K0.0%+25.8%0.011%
5/9/2024 Foundry Partners LLC15,831$422K0.0%-7.8%0.009%
5/9/2024 State Board of Administration of Florida Retirement System33,293$827K0.0%-25.3%0.019%
5/8/2024 ProShare Advisors LLC31,457$839K0.0%+7.4%0.018%
5/8/2024 Hohimer Wealth Management LLC12,732$339K0.1%N/A0.007%
5/8/2024 Russell Investments Group Ltd.2,478,660$66.08M0.1%-5.2%1.414%
5/8/2024 QRG Capital Management Inc.52,374$1.40M0.0%+18.4%0.030%
5/8/2024 Thoroughbred Financial Services LLC12,879$343K0.0%+5.3%0.007%
5/7/2024 Sei Investments Co.715,160$19.07M0.0%+60.4%0.408%
5/7/2024Susquehanna Fundamental Investments LLC37,601$1.00M0.0%N/A0.021%
5/7/2024Susquehanna Portfolio Strategies LLC30,051$801K0.0%-72.9%0.017%
5/7/2024 Illinois Municipal Retirement Fund85,562$2.28M0.0%-2.9%0.049%
5/7/2024 ClariVest Asset Management LLC68,370$1.82M0.2%-0.8%0.039%
5/7/2024 SG Americas Securities LLC64,417$1.72M0.0%+298.0%0.037%
5/6/2024 Quantbot Technologies LP43,594$1.16M0.1%-56.8%0.025%
5/6/2024 Texas Permanent School Fund Corp136,551$3.64M0.0%+1.3%0.078%
5/2/2024 Mutual of America Capital Management LLC26,879$717K0.0%-1.6%0.015%
5/2/2024 Daiwa Securities Group Inc.241,386$6.44M0.0%+409.2%0.138%
5/2/2024 Nordea Investment Management AB281,275$7.53M0.0%+51.0%0.160%
5/1/2024 Capstone Investment Advisors LLC46,000$1.23M0.0%+206.7%0.026%
5/1/2024 Mirae Asset Global Investments Co. Ltd.70,981$1.73M0.0%-15.9%0.040%
4/29/2024 Principal Financial Group Inc.2,697,079$71.90M0.0%+7.5%1.538%
4/26/2024 Yousif Capital Management LLC70,748$1.89M0.0%-8.8%0.042%
4/25/2024 New York State Teachers Retirement System230,417$6.14M0.0%+0.3%0.136%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 84,499$2.25M0.0%-5.6%0.050%
4/23/2024 Louisiana State Employees Retirement System77,300$2.06M0.0%-1.0%0.046%
4/23/2024 Seven Grand Managers LLC179,500$4.79M2.3%N/A0.106%
4/22/2024 Raymond James & Associates422,679$11.27M0.0%+40.6%0.250%
4/20/2024 Maryland State Retirement & Pension System56,222$1.40M0.0%-0.9%0.033%
4/19/2024 State of Alaska Department of Revenue168,838$4.50M0.1%-0.3%0.100%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.176,250$4.70M0.0%-4.1%0.104%
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4/18/2024 Naviter Wealth LLC10,350$279K0.0%N/A0.006%
4/18/2024 Allspring Global Investments Holdings LLC21,813$582K0.0%+14.0%0.012%
4/15/2024 Hazelview Securities Inc.867,585$22.73M4.3%+112.9%0.512%
4/11/2024 Selective Wealth Management Inc.20,873$528K0.2%N/A0.012%
4/10/2024 Perpetual Ltd74,150$1.98M0.0%-4.8%0.044%
4/8/2024Pensionfund Sabic42,500$1.13M0.3%+26.9%0.025%
4/5/2024 Los Angeles Capital Management LLC36,279$967K0.0%-14.5%0.021%
4/3/2024Pensionfund DSM Netherlands85,500$2.28M1.2%+10.3%0.051%
3/22/2024 PNC Financial Services Group Inc.10,250$262K0.0%-3.8%0.006%
3/11/2024 Vanguard Group Inc.24,317,310$621.55M0.0%-1.7%14.640%
3/5/2024Wellington Management Group LLP9,931,196$253.84M0.0%+18.4%5.979%
2/28/2024 American International Group Inc.84,914$2.17M0.0%-0.8%0.051%
2/26/2024Teachers Retirement System of The State of Kentucky120,002$3.07M0.0%+18.1%0.072%
2/15/2024Heitman Real Estate Securities LLC1,048,293$26.79M1.4%+5.7%0.630%
2/15/2024Cohen & Steers Inc.1,011,183$25.85M0.1%-2.8%0.607%
2/14/2024HGI Capital Management LLC11,590$296K0.3%-92.3%0.007%
2/14/2024Verition Fund Management LLC506,645$12.95M0.1%-2.5%0.304%
2/13/2024 Centersquare Investment Management LLC15,580$398K0.0%+24.2%0.009%
2/13/2024 Campbell & CO Investment Adviser LLC48,931$1.25M0.1%+139.8%0.029%
2/12/2024 Eagle Asset Management Inc.201,018$5.14M0.0%-5.6%0.121%
2/12/2024Evoke Wealth LLC9,295$240K0.0%N/A0.006%
2/12/2024 Capstone Investment Advisors LLC15,000$383K0.0%N/A0.009%
2/12/2024Stifel Financial Corp177,786$4.54M0.0%-1.1%0.107%
2/12/2024 Heritage Wealth Advisors1,200$31K0.0%+71.4%0.001%
2/12/2024Hsbc Holdings PLC111,751$2.86M0.0%+25.2%0.067%
2/9/2024 Nomura Asset Management Co. Ltd.187,100$4.78M0.0%-3.7%0.112%
2/9/2024 Wells Fargo & Company MN292,301$7.47M0.0%-0.8%0.176%
2/9/2024 PNC Financial Services Group Inc.10,250$262K0.0%-3.8%0.006%
2/9/2024Dynamic Technology Lab Private Ltd10,499$269K0.0%N/A0.006%
2/9/2024Norges Bank1,890,135$48.31M0.0%N/A1.136%
2/8/2024 Brown Advisory Inc.1,587,973$40.59M0.1%-0.7%0.954%
2/8/2024 Nicola Wealth Management LTD.30,961$791K0.1%-49.8%0.019%
2/8/2024Quadrant Capital Group LLC6,567$168K0.0%+15.5%0.004%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.95,716$2.46M0.0%+2.1%0.058%
2/8/2024Moran Wealth Management LLC63,323$1.62M0.1%N/A0.038%
2/8/2024Massachusetts Financial Services Co. MA33,614$859K0.0%+1.6%0.020%
2/7/2024 Principal Financial Group Inc.2,509,823$64.15M0.0%-1.9%1.508%
2/7/2024 Dimensional Fund Advisors LP2,226,757$56.92M0.0%+1.2%1.338%
2/7/2024 QRG Capital Management Inc.44,218$1.13M0.0%+15.3%0.027%
2/7/2024 Jump Financial LLC78,001$1.99M0.1%+32.9%0.047%
2/7/2024 BNP Paribas Financial Markets127,686$3.26M0.0%-17.4%0.077%
2/7/2024 Teacher Retirement System of Texas61,683$1.58M0.0%-49.3%0.037%
2/7/2024 Versor Investments LP14,424$369K0.1%-20.4%0.009%
2/7/2024 Principal Securities Inc.1,214$31K0.0%N/A0.001%
2/6/2024EdgeRock Capital LLC1,050$26K0.0%N/A0.001%
2/6/2024 Charles Schwab Investment Management Inc.2,230,214$57.00M0.0%+1.0%1.340%
2/6/2024 Maryland State Retirement & Pension System56,706$1.45M0.0%-1.5%0.034%
2/6/2024 Metis Global Partners LLC10,344$264K0.0%N/A0.006%
2/6/2024 Amalgamated Bank59,136$1.51M0.0%-3.3%0.036%
2/6/2024 Los Angeles Capital Management LLC42,419$1.08M0.0%-13.7%0.025%
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2/6/2024 Natixis Advisors L.P.96,893$2.48M0.0%+20.5%0.058%
2/6/2024 Swiss National Bank307,500$7.86M0.0%-6.0%0.185%
2/5/2024 Victory Capital Management Inc.1,100,146$28.12M0.0%-2.9%0.661%
2/5/2024 Van ECK Associates Corp21,862$559K0.0%+19.7%0.013%
2/5/2024 Russell Investments Group Ltd.2,614,218$66.95M0.1%+17.7%1.571%
2/2/2024 Truist Financial Corp74,136$1.90M0.0%-3.0%0.045%
2/2/2024 Aew Capital Management L P1,609,654$41.14M1.5%+21.3%0.967%
2/2/2024 State of New Jersey Common Pension Fund D156,490$4M0.0%+4.2%0.094%
2/2/2024 Stevens Capital Management LP12,247$313K0.1%-65.2%0.007%
2/2/2024 Bailard Inc.26,453$676K0.0%-12.6%0.016%
(Data available from 1/1/2016 forward)

EPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRT shares?

During the previous two years, 252 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were Vanguard Group Inc. ($676.56M), BlackRock Inc. ($649.32M), Wellington Management Group LLP ($253.84M), Invesco Ltd. ($130.11M), Deutsche Bank AG ($114.76M), FMR LLC ($85.83M), and Geode Capital Management LLC ($76.67M).Learn more on EPRT's institutional investors.

What percentage of Essential Properties Realty Trust stock is owned by institutional investors?

96.98% of Essential Properties Realty Trust stock is owned by institutional investors. Learn more on EPRT's institutional investor holdings.

Which institutional investors have been buying Essential Properties Realty Trust stock?

Of the 221 institutional investors that purchased Essential Properties Realty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($4.28M), Deutsche Bank AG ($3.55M), BlackRock Inc. ($3.36M), Principal Financial Group Inc. ($1.91M), Norges Bank ($1.89M), Invesco Ltd. ($1.61M), and Aew Capital Management L P ($1.61M).

How much institutional buying is happening at Essential Properties Realty Trust?

Institutional investors have bought a total of 44,208,529 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Which Essential Properties Realty Trust major shareholders have been selling company stock?

Of the 131 institutional investors that sold Essential Properties Realty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prudential Financial Inc. ($1.19M), Russell Investments Group Ltd. ($1.03M), Wellington Management Group LLP ($590.77K), Deutsche Bank AG ($458.08K), Vanguard Group Inc. ($413.21K), New York State Common Retirement Fund ($316.39K), and HGI Capital Management LLC ($295.92K).

How much institutional selling is happening at Essential Properties Realty Trust?

Institutional investors have sold a total of 9,521,124 shares in the last 24 months. This volume of shares sold represents approximately $214.05M in transactions.


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This page (NYSE:EPRT) was last updated on 5/15/2024 by MarketBeat.com Staff

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