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Essential Properties Realty Trust
EPRT
EPRT
274 hedge funds and large institutions have $4.48B invested in Essential Properties Realty Trust in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 98 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more capital invested
Capital invested by funds: $3.64B → $4.48B (+$840M)
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
15% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 98
4.19% more ownership
Funds ownership: 100.95% → 105.14% (+4.2%)
1% more funds holding
Funds holding: 271 → 274 (+3)
43% less call options, than puts
Call options by funds: $1.78M | Put options by funds: $3.1M
Holders
274
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
113
Reduced
98
Closed
34
Calls
$1.78M
Puts
$3.1M
Net Calls
-$1.32M
Net Calls Change
-$276K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$178M |
| 2 |
BlackRock
New York
|
+$59.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$20M |
Top Sellers
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$28.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$27.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$24.6M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$23.4M |
| 5 |
Millennium Management
New York
|
-$20M |