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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 %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$13.2K +$2.91K +105 +28%
WAG
277
Wiser Advisor Group
Arizona
$12.2K +$166 +6 +1%
PA
278
Parallel Advisors
California
$11.9K +$5.88K +212 +98%
BTI
279
Blue Trust Inc
Georgia
$11.2K +$11.2K +419 New
VCM
280
Versant Capital Management
Arizona
$10.6K -$12.1K -435 -53%
SWS
281
SYSTM Wealth Solutions
Illinois
$10.6K -$1.62K -58 -13%
AAP
282
Arax Advisory Partners
Colorado
$9.34K +$9.34K +337 New
LFA
283
LGT Financial Advisors
Texas
$8.67K
Bessemer Group
284
Bessemer Group
New Jersey
$8K
HIA
285
Harbor Investment Advisory
Maryland
$7.18K -$1.86K -67 -21%
RFG
286
RFP Financial Group
Georgia
$7.18K
RFS
287
Richardson Financial Services
Massachusetts
$6.98K
IAIM
288
International Assets Investment Management
Florida
$5.94K +$5.94K +214 New
UB
289
UMB Bank
Missouri
$5.18K +$3.3K +119 +175%
GRP
290
Global Retirement Partners
California
$4.46K -$83 -3 -2%
KFI
291
Key Financial Inc
Pennsylvania
$4.21K
VNA
292
Valley National Advisers
Pennsylvania
$3K +$261 +10 +10%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.94K
RIL
294
Rothschild Investment LLC
Illinois
$2.08K +$1.66K +60 +400%
SC
295
Stephens Consulting
Michigan
$2K +$2K +72 New
CAM
296
Creekmur Asset Management
Illinois
$1.59K -$7.47K -268 -82%
OWA
297
Opal Wealth Advisors
New York
$1.47K +$1.47K +53 New
PFBT
298
Parkside Financial Bank & Trust
Missouri
$1.3K
AssetMark Inc
299
AssetMark Inc
California
$1.25K +$1.25K +45 New
NS
300
NBC Securities
Alabama
$1K