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Essential Properties Realty Trust

307 hedge funds and large institutions have $5.18B invested in Essential Properties Realty Trust in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 92 reducing their positions, and 20 closing their positions.

Holders
307
Holders Change
+23
Holders Change %
+8.1%
% of All Funds
4.47%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
135
Reduced
92
Closed
20
Calls
$1.32M
Puts
$2.13M
Net Calls
-$806K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity International
251
Fidelity International
Bermuda
$154K +$154K +5,572 New
S
252
SignatureFD
Georgia
$103K +$36.3K +1,310 +54%
KBC Group
253
KBC Group
Belgium
$102K
TAM
254
Tucker Asset Management
Colorado
$72.9K +$62.2K +2,243 +581%
MRCM
255
M&R Capital Management
New Jersey
$65.7K +$55 +2 +0.1%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$56.6K
AAM
257
Advisors Asset Management
Colorado
$56.2K +$32.7K +1,180 +139%
GI
258
GAMMA Investing
California
$53.9K +$29K +1,046 +116%
PS
259
Principal Securities
Iowa
$53K +$12.8K +462 +32%
HWA
260
Heritage Wealth Advisors
Virginia
$43K
EWA
261
EverSource Wealth Advisors
Alabama
$37.5K -$13K -438 -26%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$34K +$18.7K +686 +123%
QL
263
Quarry LP
New York
$33.1K +$28.5K +1,027 +611%
FFA
264
Farther Finance Advisors
California
$30.9K
AAG
265
Armstrong Advisory Group
Massachusetts
$29.3K
SAM
266
Smartleaf Asset Management
Massachusetts
$28.2K +$19K +689 +206%
ADL
267
Asset Dedication LLC
California
$27.1K +$27.1K +980 New
AF
268
Allworth Financial
California
$21.5K -$1.32K -43 -6%
LC
269
Lindbrook Capital
California
$21.5K +$7.37K +266 +52%
TPCW
270
TD Private Client Wealth
New York
$20.2K +$8.2K +296 +68%
Simplex Trading
271
Simplex Trading
Illinois
$19K -$12.8K -467 -40%
BIA
272
Bell Investment Advisors
California
$17.2K +$1.05K +38 +7%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$14.8K +$14.8K +534 New
SWM
274
Spire Wealth Management
Virginia
$14K +$166 +6 +1%
NSIM
275
North Star Investment Management
Illinois
$13.9K