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Essential Properties Realty Trust (EPRT) Institutional Ownership

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+0.52 (+2.02%)
(As of 04/23/2024 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)
166
Total
Institutional Inflows
(last 12 months)
$595.98M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$101.47M
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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
4/23/2024Louisiana State Employees Retirement System77,300$2.06M0.0%-1.0%0.046%
4/23/2024Seven Grand Managers LLC179,500$4.79M2.3%N/A0.106%
4/22/2024Raymond James & Associates422,679$11.27M0.0%+40.6%0.250%
4/20/2024Maryland State Retirement & Pension System56,222$1.40M0.0%-0.9%0.033%
4/19/2024State of Alaska Department of Revenue168,838$4.50M0.1%-0.3%0.100%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.176,250$4.70M0.0%-4.1%0.104%
4/18/2024Naviter Wealth LLC10,350$279K0.0%N/A0.006%
4/18/2024Allspring Global Investments Holdings LLC21,813$582K0.0%+14.0%0.013%
4/15/2024Hazelview 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%
3/22/2024PNC Financial Services Group Inc.10,250$262K0.0%-3.8%0.006%
3/11/2024Vanguard 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%
2/28/2024American 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%
2/13/2024Centersquare Investment Management LLC15,580$398K0.0%+24.2%0.009%
2/13/2024Campbell & CO Investment Adviser LLC48,931$1.25M0.1%+139.8%0.029%
2/12/2024Eagle Asset Management Inc.201,018$5.14M0.0%-5.6%0.121%
2/12/2024Evoke Wealth LLC9,295$240K0.0%N/A0.006%
2/12/2024Capstone Investment Advisors LLC15,000$383K0.0%N/A0.009%
2/12/2024Stifel Financial Corp177,786$4.54M0.0%-1.1%0.107%
2/12/2024Heritage Wealth Advisors1,200$31K0.0%+71.4%0.001%
2/12/2024Hsbc Holdings PLC111,751$2.86M0.0%+25.2%0.067%
2/9/2024Nomura Asset Management Co. Ltd.187,100$4.78M0.0%-3.7%0.112%
2/9/2024Wells Fargo & Company MN292,301$7.47M0.0%-0.8%0.176%
2/9/2024PNC 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%
2/8/2024Brown Advisory Inc.1,587,973$40.59M0.1%-0.7%0.954%
2/8/2024Nicola Wealth Management LTD.30,961$791K0.1%-49.8%0.019%
2/8/2024Quadrant Capital Group LLC6,567$168K0.0%+15.5%0.004%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.95,716$2.46M0.0%+2.1%0.058%
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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%
2/7/2024Principal Financial Group Inc.2,509,823$64.15M0.0%-1.9%1.508%
2/7/2024Dimensional Fund Advisors LP2,226,757$56.92M0.0%+1.2%1.338%
2/7/2024QRG Capital Management Inc.44,218$1.13M0.0%+15.3%0.027%
2/7/2024Jump Financial LLC78,001$1.99M0.1%+32.9%0.047%
2/7/2024BNP Paribas Financial Markets127,686$3.26M0.0%-17.4%0.077%
2/7/2024Teacher Retirement System of Texas61,683$1.58M0.0%-49.3%0.037%
2/7/2024Versor Investments LP14,424$369K0.1%-20.4%0.009%
2/7/2024Principal Securities Inc.1,214$31K0.0%N/A0.001%
2/6/2024EdgeRock Capital LLC1,050$26K0.0%N/A0.001%
2/6/2024Charles Schwab Investment Management Inc.2,230,214$57.00M0.0%+1.0%1.340%
2/6/2024Maryland State Retirement & Pension System56,706$1.45M0.0%-1.5%0.034%
2/6/2024Metis Global Partners LLC10,344$264K0.0%N/A0.006%
2/6/2024Amalgamated 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%
2/6/2024Natixis Advisors L.P.96,893$2.48M0.0%+20.5%0.058%
2/6/2024Swiss National Bank307,500$7.86M0.0%-6.0%0.185%
2/5/2024Victory Capital Management Inc.1,100,146$28.12M0.0%-2.9%0.661%
2/5/2024Van ECK Associates Corp21,862$559K0.0%+19.7%0.013%
2/5/2024Russell Investments Group Ltd.2,614,218$66.95M0.1%+17.7%1.571%
2/2/2024Truist Financial Corp74,136$1.90M0.0%-3.0%0.045%
2/2/2024Aew Capital Management L P1,609,654$41.14M1.5%+21.3%0.967%
2/2/2024State of New Jersey Common Pension Fund D156,490$4M0.0%+4.2%0.094%
2/2/2024Stevens Capital Management LP12,247$313K0.1%-65.2%0.007%
2/2/2024Bailard Inc.26,453$676K0.0%-12.6%0.016%
2/1/2024New York State Common Retirement Fund64,369$1.65M0.0%+1.4%0.039%
2/1/2024Illinois Municipal Retirement Fund88,076$2.25M0.0%+2.5%0.053%
2/1/2024Jennison Associates LLC32,576$833K0.0%-55.5%0.020%
2/1/2024Foundry Partners LLC17,174$439K0.0%+4.1%0.010%
2/1/2024Cetera Trust Company N.A9,425$241K0.2%N/A0.006%
2/1/2024Handelsbanken Fonder AB34,000$869K0.0%+58.1%0.020%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd179,600$4.59M0.2%+6.0%0.108%
2/1/2024Signaturefd LLC2,492$64K0.0%+666.8%0.001%
1/31/2024abrdn plc28,642$732K0.0%-8.5%0.017%
1/31/2024Federated Hermes Inc.93,919$2.40M0.0%N/A0.056%
1/31/2024Daiwa Securities Group Inc.47,407$1.21M0.0%-4.9%0.028%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 89,519$2.29M0.0%-1.3%0.054%
1/30/2024Mackenzie Financial Corp29,658$758K0.0%-9.7%0.018%
1/30/2024Strs Ohio312,560$7.99M0.0%-22.7%0.188%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.183,873$4.70M0.0%+6.9%0.110%
1/29/2024Louisiana State Employees Retirement System78,100$2.00M0.0%N/A0.047%
1/25/2024Wakefield Asset Management LLLP32,502$831K0.3%+11.0%0.020%
1/25/2024Nisa Investment Advisors LLC117,641$3.01M0.0%-11.2%0.071%
1/24/2024Mirae Asset Global Investments Co. Ltd.84,417$2.16M0.0%+1.6%0.051%
1/24/2024DekaBank Deutsche Girozentrale285,119$7.30M0.0%-4.3%0.171%
1/24/2024Asset Management One Co. Ltd.323,735$8.43M0.0%+3.0%0.194%
1/24/2024Arizona State Retirement System43,616$1.12M0.0%+2.9%0.026%
1/19/2024State of Alaska Department of Revenue169,312$4.33M0.1%-1.1%0.102%
1/16/2024Raymond James Financial Services Advisors Inc.15,134$387K0.0%+25.9%0.009%
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1/16/2024Raymond James & Associates300,594$7.68M0.0%-2.6%0.181%
1/12/2024SG Americas Securities LLC16,186$414K0.0%-86.9%0.010%
1/10/2024Nordea Investment Management AB186,305$4.81M0.0%-3.0%0.112%
1/5/2024Exchange Traded Concepts LLC102,010$2.61M0.1%-21.8%0.061%
1/4/2024Pensionfund DSM Netherlands77,500$1.98M1.2%+6.9%0.047%
12/19/2023Public Employees Retirement System of Ohio224,389$4.85M0.0%+13.2%0.135%
12/18/2023Vanguard Group Inc.24,730,518$534.92M0.0%+0.5%14.858%
12/1/2023Wellington Management Group LLP8,387,850$181.43M0.0%-5.0%5.039%
11/30/2023American Century Companies Inc.1,672,005$36.17M0.0%+16.0%1.005%
11/24/2023Deutsche Bank AG5,305,696$114.76M0.1%+31.4%3.188%
(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, 254 institutional investors and hedge funds held shares of Essential Properties Realty Trust. The most heavily invested institutionals were BlackRock Inc. ($649.32M), Vanguard Group Inc. ($621.55M), 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 224 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), Norges Bank ($1.89M), Principal Financial Group Inc. ($1.73M), 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 43,095,613 shares in the last 24 months. This purchase volume represents approximately $973.56M in transactions.

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

Of the 125 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. ($892.43K), 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 9,420,379 shares in the last 24 months. This volume of shares sold represents approximately $211.06M in transactions.


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This page (NYSE:EPRT) was last updated on 4/24/2024 by MarketBeat.com Staff

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