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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 Holding Trade Value Shares
Change
Shares
Change %
NSIM
251
North Star Investment Management
Illinois
$13.3K
PI
252
PEAK6 Investments
Illinois
$13K -$185K -6,921 -93%
GKIM
253
GW&K Investment Management
Massachusetts
$13K
SWS
254
SYSTM Wealth Solutions
Illinois
$11.8K +$1.5K +56 +15%
WAG
255
Wiser Advisor Group
Arizona
$11.6K +$107 +4 +0.9%
TPCW
256
TD Private Client Wealth
New York
$11.6K -$2.77K -104 -19%
TAM
257
Tucker Asset Management
Colorado
$10.3K +$10.3K +386 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$9.86K +$906 +34 +10%
AWM
259
Avior Wealth Management
Nebraska
$9.76K +$9.76K +366 New
SAM
260
Smartleaf Asset Management
Massachusetts
$8.86K +$8.86K +334 New
HIA
261
Harbor Investment Advisory
Maryland
$8.69K +$1.79K +67 +26%
CAM
262
Creekmur Asset Management
Illinois
$8.66K +$8.66K +325 New
LFA
263
LGT Financial Advisors
Texas
$8.35K
Bessemer Group
264
Bessemer Group
New Jersey
$8K +$4.94K +178 +162%
RFG
265
RFP Financial Group
Georgia
$6.91K
RFS
266
Richardson Financial Services
Massachusetts
$6.72K -$133 -5 -2%
SPIA
267
Steward Partners Investment Advisory
New York
$6.24K +$6.24K +234 New
PA
268
Parallel Advisors
California
$5.79K
CA
269
Clearstead Advisors
Ohio
$4.72K
QL
270
Quarry LP
New York
$4.48K +$4.48K +168 New
GRP
271
Global Retirement Partners
California
$4.37K -$160 -6 -4%
KFI
272
Key Financial Inc
Pennsylvania
$4.05K
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$2.83K
WTC
274
WhitTier Trust Company
Nevada
$2.37K +$1.52K +57 +178%
VNA
275
Valley National Advisers
Pennsylvania
$2K +$286 +15 +17%