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Essential Properties Realty Trust

262 hedge funds and large institutions have $3.61B invested in Essential Properties Realty Trust in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
121
Reduced
73
Closed
30
Calls
$1.84M
Puts
$3.46M
Net Calls
-$1.62M
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$82K -$7.89K -335 -9%
NL
227
NVWM LLC
Pennsylvania
$81.2K
TRCT
228
Tower Research Capital (TRC)
New York
$68.1K -$15.2K -645 -18%
KI
229
Kapitalo Investimentos
Brazil
$63.6K +$63.6K +2,700 New
MRCM
230
M&R Capital Management
New Jersey
$55.4K +$377 +16 +0.7%
QCG
231
Quadrant Capital Group
Ohio
$48.5K -$7.51K -319 -13%
AAM
232
Advisors Asset Management
Colorado
$41.3K -$518 -22 -1%
TAM
233
Tucker Asset Management
Colorado
$30.9K +$30.9K +1,311 New
FFA
234
Farther Finance Advisors
California
$26.1K
AAG
235
Armstrong Advisory Group
Massachusetts
$24.9K
VCM
236
Versant Capital Management
Arizona
$22.8K +$12K +511 +112%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$21K +$7.26K +303 +53%
QL
238
Quarry LP
New York
$19.8K +$2.61K +111 +15%
US Bancorp
239
US Bancorp
Minnesota
$16.8K -$4.57K -194 -21%
S
240
SignatureFD
Georgia
$15.1K +$3.2K +136 +27%
CIR
241
Clear Investment Research
Georgia
$13.9K +$141 +6 +1%
NSIM
242
North Star Investment Management
Illinois
$11.8K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$8.26K
TPCW
244
TD Private Client Wealth
New York
$7.44K
GKIM
245
GW&K Investment Management
Massachusetts
$7K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$6.92K +$4.47K +190 +183%
BIA
247
Bell Investment Advisors
California
$5.6K -$541 -23 -9%
LC
248
Lindbrook Capital
California
$4.28K +$377 +16 +10%
KFI
249
Key Financial Inc
Pennsylvania
$3.58K +$3.58K +152 New
CWP
250
Concord Wealth Partners
Virginia
$3.32K +$3.32K +141 New