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Essential Properties Realty Trust

329 hedge funds and large institutions have $6.66B 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, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $740K

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

28% more capital invested

Capital invested by funds: $5.19B → $6.66B (+$1.47B)

7% more funds holding

Funds holding: 308329 (+21)

4.51% more ownership

Funds ownership: 106.83%111.33% (+4.5%)

10% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 114

Holders
329
Holders Change
+21
Holders Change %
+6.82%
% 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
114
Closed
30
Calls
$2.2M
Puts
$740K
Net Calls
+$1.46M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
276
Farther Finance Advisors
California
$38.8K +$371 +12 +1%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$38K -$4.29K -139 -11%
ADL
278
Asset Dedication LLC
California
$32.9K -$525 -17 -2%
Simplex Trading
279
Simplex Trading
Illinois
$29K +$5.59K +181 +26%
LC
280
Lindbrook Capital
California
$26.5K
Bessemer Group
281
Bessemer Group
New Jersey
$25K +$14.1K +456 +158%
TPCW
282
TD Private Client Wealth
New York
$24.9K
UFF
283
USA Financial Formulas
Michigan
$24.2K +$21.9K +710 New
AF
284
Allworth Financial
California
$23.9K +$62 +2 +0.3%
PHK
285
Point72 Hong Kong
Hong Kong
$23.9K +$21.7K +701 New
BTI
286
Blue Trust Inc
Georgia
$22.7K +$12.3K +399 +95%
EWA
287
EverSource Wealth Advisors
Alabama
$22.6K -$18.6K -603 -48%
SAM
288
Smartleaf Asset Management
Massachusetts
$22.3K -$11.4K -369 -36%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$2.9K +94 +18%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$21.1K +$4.45K +144 +30%
BIA
291
Bell Investment Advisors
California
$20.5K -$711 -23 -4%
NSIM
292
North Star Investment Management
Illinois
$17.1K
UB
293
UMB Bank
Missouri
$15.7K +$8.46K +274 +147%
WAG
294
Wiser Advisor Group
Arizona
$15.2K +$124 +4 +0.9%
PA
295
Parallel Advisors
California
$14.7K
VCM
296
Versant Capital Management
Arizona
$13.1K
HCA
297
Harbor Capital Advisors
Illinois
$13K +$12.2K +395 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$10.5K +340 New
AAP
299
Arax Advisory Partners
Colorado
$11.5K
LFA
300
LGT Financial Advisors
Texas
$10.7K