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Essential Properties Realty Trust

284 hedge funds and large institutions have $4.87B invested in Essential Properties Realty Trust in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 96 reducing their positions, and 28 closing their positions.

Holders
284
Holders Change
+10
Holders Change %
+3.65%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
120
Reduced
96
Closed
28
Calls
$2.11M
Puts
$3.17M
Net Calls
-$1.06M
Net Calls Change
+$260K
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$198K 7,464 -1,576 -17%
VEA
227
Virtus ETF Advisers
New York
$186K 6,980 -1,978 -22%
QCG
228
Quadrant Capital Group
Ohio
$175K 6,567
SOW
229
State of Wyoming
Wyoming
$127K 4,779 +1,539 +48%
US Bancorp
230
US Bancorp
Minnesota
$112K 4,198 -75 -2%
KBC Group
231
KBC Group
Belgium
$98K 3,674
S
232
SignatureFD
Georgia
$64.5K 2,419 -73 -3%
MRCM
233
M&R Capital Management
New Jersey
$63.2K 2,370 +2 +0.1%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$52.4K 2,000 +2,000 New
TRCT
235
Tower Research Capital (TRC)
New York
$47K 1,763 -41,655 -96%
EWA
236
EverSource Wealth Advisors
Alabama
$44.9K 1,704 -457 -21%
HWA
237
Heritage Wealth Advisors
Virginia
$41.3K 1,550 +350 +29%
PS
238
Principal Securities
Iowa
$38.7K 1,451 +237 +20%
A
239
AlphaQuest
New York
$32.9K 1,235 +1,235 New
Simplex Trading
240
Simplex Trading
Illinois
$30K 1,162 +1,162 New
FFA
241
Farther Finance Advisors
California
$29.5K 1,125 +5 +0.4%
AAG
242
Armstrong Advisory Group
Massachusetts
$27K 1,056
GI
243
GAMMA Investing
California
$24K 899 +296 +49%
AAM
244
Advisors Asset Management
Colorado
$22.6K 849 +849 New
VCM
245
Versant Capital Management
Arizona
$21.8K 819 -22 -3%
AF
246
Allworth Financial
California
$19.8K 742 +26 +4%
BIA
247
Bell Investment Advisors
California
$15.6K 584 +38 +7%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$15K 558 -141 -20%
LC
249
Lindbrook Capital
California
$13.6K 510
NSIM
250
North Star Investment Management
Illinois
$13.3K 500