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Essential Properties Realty Trust

329 hedge funds and large institutions have $6.22B invested in Essential Properties Realty Trust in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 38 closing their positions.

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
46
Increased
119
Reduced
117
Closed
38
Calls
$2.04M
Puts
$374K
Net Calls
+$1.67M
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Shares
Change %
QL
276
Quarry LP
New York
$45.4K +$37K +1,182 +439%
VCM
277
Versant Capital Management
Arizona
$37.9K +$25.9K +827 +215%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$36.9K +$35K +1,119 +1,834%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$36K +$1.08K +34 +3%
CIAM
280
Caitong International Asset Management
Hong Kong
$35.5K +$35.5K +1,134 New
FWM
281
FLP Wealth Management
Arkansas
$34.5K +$34.5K +1,102 New
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$14.6K +468 +75%
ADL
283
Asset Dedication LLC
California
$30.1K
CWM
284
Crowley Wealth Management
Delaware
$27.5K +$27.5K +880 New
LC
285
Lindbrook Capital
California
$24.3K
TPCW
286
TD Private Client Wealth
New York
$22.8K
PHK
287
Point72 Hong Kong
Hong Kong
$21.9K
AF
288
Allworth Financial
California
$21.7K -$31 -1 -0.1%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$20.4K +$1.06K +34 +5%
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$20K +$20K +647 New
BC
291
Bayforest Capital
United Kingdom
$19.1K +$19.1K +611 New
Bessemer Group
292
Bessemer Group
New Jersey
$19K -$4.33K -138 -19%
BIA
293
Bell Investment Advisors
California
$17.9K -$845 -27 -5%
EWA
294
EverSource Wealth Advisors
Alabama
$17.7K -$3.07K -98 -15%
SWM
295
Spire Wealth Management
Virginia
$15.8K +$15.8K +506 New
NSIM
296
North Star Investment Management
Illinois
$15.6K
UB
297
UMB Bank
Missouri
$14.4K
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$14.3K +$3.63K +116 +34%
WAG
299
Wiser Advisor Group
Arizona
$14K +$125 +4 +0.9%
PA
300
Parallel Advisors
California
$13.4K