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Essential Properties Realty Trust

326 hedge funds and large institutions have $6.57B invested in Essential Properties Realty Trust in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+19
Holders Change %
+6.19%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
125
Reduced
112
Closed
32
Calls
$2.2M
Puts
$740K
Net Calls
+$1.46M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
276
Simplex Trading
Illinois
$29K +$5.99K +181 +26%
LC
277
Lindbrook Capital
California
$26.5K
Bessemer Group
278
Bessemer Group
New Jersey
$25K +$15.3K +456 +158%
TPCW
279
TD Private Client Wealth
New York
$24.9K
UFF
280
USA Financial Formulas
Michigan
$24.2K +$24.2K +710 New
AF
281
Allworth Financial
California
$23.9K +$68 +2 +0.3%
PHK
282
Point72 Hong Kong
Hong Kong
$23.9K +$23.9K +701 New
BTI
283
Blue Trust Inc
Georgia
$22.7K +$11.1K +399 +95%
EWA
284
EverSource Wealth Advisors
Alabama
$22.6K -$20.6K -603 -48%
SAM
285
Smartleaf Asset Management
Massachusetts
$22.3K -$12.6K -369 -36%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$3.21K +94 +18%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$21.1K +$4.92K +144 +30%
BIA
288
Bell Investment Advisors
California
$20.5K -$785 -23 -4%
NSIM
289
North Star Investment Management
Illinois
$17.1K
UB
290
UMB Bank
Missouri
$15.7K +$9.36K +274 +147%
WAG
291
Wiser Advisor Group
Arizona
$15.2K +$137 +4 +0.9%
PA
292
Parallel Advisors
California
$14.7K
VCM
293
Versant Capital Management
Arizona
$13.1K
HCA
294
Harbor Capital Advisors
Illinois
$13K +$13K +395 New
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$11.6K +340 New
AAP
296
Arax Advisory Partners
Colorado
$11.5K
LFA
297
LGT Financial Advisors
Texas
$10.7K
IA
298
IFP Advisors
Florida
$9.22K +$9.22K +270 New
QL
299
Quarry LP
New York
$9.19K -$31.6K -926 -77%
HIA
300
Harbor Investment Advisory
Maryland
$8.85K