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Essential Properties Realty Trust (EPRT) Institutional Ownership

Essential Properties Realty Trust logo
$32.86 +0.20 (+0.61%)
(As of 11/15/2024 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)
144
Total
Institutional Inflows
(last 12 months)
$617.57M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$260.43M
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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
11/16/2024 Geode Capital Management LLC4,468,922$152.64M0.0%+2.7%2.549%
11/15/2024M&T Bank Corp44,844$1.53M0.0%-6.1%0.026%
11/15/2024Duff & Phelps Investment Management Co.2,034,345$69.47M0.8%N/A1.160%
11/15/2024Barclays PLC297,989$10.18M0.0%+118.6%0.170%
11/15/2024Public Employees Retirement System of Ohio250,885$8.57M0.0%+0.8%0.143%
11/15/2024Nomura Asset Management Co. Ltd.235,417$8.04M0.0%+2.6%0.134%
11/15/2024MML Investors Services LLC23,597$806K0.0%+9.9%0.013%
11/15/2024Orion Portfolio Solutions LLC11,137$380K0.0%-6.2%0.006%
11/15/2024Brookfield Corp ON 753,130$25.72M0.1%-14.8%0.430%
11/15/2024United Services Automobile Association10,453$357K0.0%-16.1%0.006%
11/15/2024Jane Street Group LLC86,430$2.95M0.0%-70.6%0.049%
11/15/2024 Wellington Management Group LLP9,722,998$332.04M0.1%-1.7%5.546%
11/15/2024 State Street Corp10,033,209$345.54M0.0%+1.0%5.722%
11/15/2024 Stifel Financial Corp172,430$5.89M0.0%-3.7%0.098%
11/15/2024 Point72 Asset Management L.P.8,215$281K0.0%N/A0.005%
11/15/2024 Morse Asset Management Inc2,300$79K0.0%N/A0.001%
11/15/2024 NFJ Investment Group LLC55,687$1.90M0.1%N/A0.032%
11/15/2024 Janus Henderson Group PLC100,971$3.45M0.0%+10.3%0.058%
11/15/2024 Heitman Real Estate Securities LLC1,138,565$38.88M2.1%+0.3%0.649%
11/15/2024 HighTower Advisors LLC13,501$473K0.0%-24.2%0.008%
11/15/2024 Adelante Capital Management LLC1,111,634$37.96M1.7%+3,964.9%0.634%
11/14/2024 Verition Fund Management LLC150,500$5.14M0.0%-53.9%0.086%
11/14/2024 Captrust Financial Advisors7,210$246K0.0%N/A0.004%
11/14/2024 Infrastructure Capital Advisors LLC6,331$216K0.0%N/A0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,086,529$37.11M0.0%+434.0%0.620%
11/14/2024 Public Sector Pension Investment Board372,030$12.71M0.1%-3.6%0.212%
11/14/2024 MetLife Investment Management LLC104,436$3.57M0.0%-2.0%0.060%
11/13/2024 Glenmede Trust Co. NA16,458$562K0.0%+5.6%0.009%
11/13/2024 BNP Paribas Financial Markets40,015$1.37M0.0%-28.2%0.023%
11/13/2024 Quantbot Technologies LP50,978$1.74M0.1%+535.6%0.029%
11/13/2024 FMR LLC4,138,674$141.34M0.0%+1.9%2.361%
11/13/2024 The Manufacturers Life Insurance Company 99,017$3.38M0.0%-2.6%0.056%
11/13/2024 Bank of Montreal Can622,034$21.24M0.0%+840.9%0.355%
11/13/2024 Truvestments Capital LLC106,993$3.65M1.0%+11.7%0.061%
11/13/2024 Harvest Fund Management Co. Ltd6,815$233K0.0%+8.6%0.004%
11/13/2024 Daiwa Securities Group Inc.386,711$13.21M0.1%+17.3%0.221%
11/12/2024 Kingsview Wealth Management LLC10,086$344K0.0%N/A0.006%
11/12/2024 Citigroup Inc.243,172$8.30M0.0%+42.9%0.139%
11/12/2024 Eagle Asset Management Inc.297,590$9.85M0.1%-17.4%0.170%
11/12/2024 Charles Schwab Investment Management Inc.2,829,776$96.64M0.0%+5.3%1.614%
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11/12/2024 Massachusetts Financial Services Co. MA2,503,405$85.49M0.0%+33.0%1.428%
11/9/2024 Foundry Partners LLC18,062$617K0.0%-6.0%0.010%
11/9/2024 Intech Investment Management LLC48,554$1.66M0.0%N/A0.028%
11/8/2024 Advisors Asset Management Inc.3,218$110K0.0%+58.6%0.002%
11/7/2024 Napa Wealth Management9,745$333K0.2%+22.2%0.006%
11/7/2024 Prudent Man Advisors LLC12,385$423K0.1%N/A0.007%
11/7/2024 Swiss National Bank342,200$11.69M0.0%+2.7%0.195%
11/7/2024 Thrivent Financial for Lutherans1,712,800$58.49M0.1%+4.0%0.977%
11/6/2024 Mutual of America Capital Management LLC26,371$901K0.0%-8.5%0.015%
11/6/2024 Natixis Advisors LLC45,419$1.55M0.0%-48.4%0.026%
11/6/2024 Cornercap Investment Counsel Inc.19,479$665K0.2%-50.1%0.011%
11/6/2024 Nicola Wealth Management LTD.41,061$1.40M0.1%+8.2%0.023%
11/6/2024 Metis Global Partners LLC18,052$616K0.0%+29.7%0.010%
11/6/2024 KBC Group NV4,810$164K0.0%+30.9%0.003%
11/5/2024 Victory Capital Management Inc.1,506,759$51.46M0.0%+5.9%0.859%
11/5/2024 Aptus Capital Advisors LLC190,631$6.51M0.1%+25.2%0.109%
11/5/2024 Sumitomo Mitsui Trust Group Inc.244,424$8.35M0.0%+26.5%0.139%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd250,125$8.54M0.2%-1.8%0.143%
11/5/2024 GSA Capital Partners LLP30,997$1.06M0.1%+97.4%0.018%
11/4/2024 Versor Investments LP20,500$700K0.1%+91.1%0.012%
11/4/2024 Los Angeles Capital Management LLC16,845$575K0.0%-52.4%0.010%
11/4/2024 State of New Jersey Common Pension Fund D70,294$2.40M0.0%-1.1%0.040%
11/4/2024 Meritage Portfolio Management168,434$5.75M0.4%+1,101.0%0.096%
10/31/2024 Principal Financial Group Inc.298,576$10.19M0.0%-88.8%0.170%
10/30/2024 Amalgamated Bank51,662$1.76M0.0%-3.4%0.029%
10/30/2024 QRG Capital Management Inc.74,029$2.53M0.0%+16.1%0.042%
10/30/2024 Asset Management One Co. Ltd.374,217$12.78M0.0%+7.2%0.213%
10/29/2024 Van ECK Associates Corp30,152$1.02M0.0%+12.3%0.017%
10/25/2024 First Trust Direct Indexing L.P.7,890$269K0.0%+8.2%0.005%
10/25/2024 abrdn plc35,124$1.20M0.0%+9.3%0.020%
10/24/2024 Nisa Investment Advisors LLC286,294$9.86M0.1%-33.0%0.163%
10/24/2024 Vanderbilt University35,371$1.21M0.2%-16.6%0.020%
10/24/2024 State of Alaska Department of Revenue183,236$6.26M0.1%-2.1%0.105%
10/24/2024 DekaBank Deutsche Girozentrale265,786$8.86M0.0%+0.2%0.152%
10/23/2024 Mirae Asset Global Investments Co. Ltd.13,887$474K0.0%+57.4%0.008%
10/23/2024 Louisiana State Employees Retirement System84,800$2.90M0.1%-3.9%0.048%
10/23/2024 Hennion & Walsh Asset Management Inc.11,878$406K0.0%N/A0.007%
10/22/2024 International Assets Investment Management LLC14,151$483K0.0%+6,512.6%0.008%
10/19/2024 Allspring Global Investments Holdings LLC20,172$689K0.0%-6.6%0.012%
10/18/2024Raymond James & Associates371,142$12.67M0.0%-1.6%0.212%
10/18/2024Blue Trust Inc.818$28K0.0%+95.2%0.000%
10/11/2024 Creative Planning13,450$459K0.0%+4.3%0.008%
10/10/2024 Exchange Traded Concepts LLC89,148$3.04M0.1%-13.6%0.051%
10/9/2024 Pensionfund Sabic34,500$1.18M0.4%-18.8%0.020%
10/7/2024 GAMMA Investing LLC3,173$108K0.0%+63.1%0.002%
10/5/2024 Handelsbanken Fonder AB603,500$20.61M0.1%+1,669.8%0.344%
10/3/2024 SG Americas Securities LLC14,418$492K0.0%-58.8%0.008%
9/5/2024Sanctuary Advisors LLC24,218$622K0.0%N/A0.014%
9/4/2024 Ghisallo Capital Management LLC62,500$1.73M0.1%-50.0%0.036%
8/21/2024 Truist Financial Corp78,649$2.18M0.0%+6.1%0.045%
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8/16/2024 Quarry LP1,195$33K0.0%+611.3%0.001%
8/16/2024 Creative Planning12,892$357K0.0%+19.8%0.007%
8/16/2024 Algert Global LLC17,052$473K0.0%N/A0.010%
8/15/2024Susquehanna Fundamental Investments LLC204,511$5.67M0.1%+443.9%0.117%
8/15/2024 Liberty Mutual Group Asset Management Inc.85,188$2.36M0.3%-10.0%0.049%
8/15/2024 Mackenzie Financial Corp37,715$1.05M0.0%-89.5%0.022%
8/15/2024 The Manufacturers Life Insurance Company101,710$2.82M0.0%+13.2%0.058%
8/15/2024 Millennium Management LLC1,510,930$41.87M0.0%-29.1%0.862%
8/15/2024 APG Asset Management US Inc.775,000$21.27M0.1%N/A0.442%
8/15/2024 AQR Capital Management LLC18,047$500K0.0%+56.5%0.010%
(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, 272 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), State Street Corp ($345.54M), Wellington Management Group LLP ($332.04M), Geode Capital Management LLC ($152.64M), FMR LLC ($141.34M), and Invesco Ltd. ($130.11M).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 233 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: Deutsche Bank AG ($3.55M), Massachusetts Financial Services Co. MA ($2.50M), Duff & Phelps Investment Management Co. ($2.03M), 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 44,457,238 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 127 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: Principal Financial Group Inc. ($2.52M), Marshall Wace LLP ($834.70K), Wellington Management Group LLP ($755.40K), Brookfield Corp ON ($728.72K), Millennium Management LLC ($620.61K), Vanguard Group Inc. ($413.21K), and Mackenzie Financial Corp ($329.71K).

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

Institutional investors have sold a total of 11,897,748 shares in the last 24 months. This volume of shares sold represents approximately $330.67M in transactions.


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This page (NYSE:EPRT) was last updated on 11/17/2024 by MarketBeat.com Staff
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