We are live on ! Find out more
EPRT icon

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
CPG
326
Cornerstone Planning Group
New Jersey
$323 +$309 +10 New
AssetMark Inc
327
AssetMark Inc
California
$171 -$1.24K -40 -89%
CAM
328
Creekmur Asset Management
Illinois
$30 -$1.73K -56 -98%
ACM
329
AEW Capital Management
Massachusetts
-$28.5M -1,029,004 Closed
Balyasny Asset Management
330
Balyasny Asset Management
Illinois
-$27.2M -980,855 Closed
GC
331
Gillson Capital
Illinois
-$8.6M -310,300 Closed
Nordea Investment Management
332
Nordea Investment Management
Sweden
-$6.76M -244,365 Closed
SGM
333
Seven Grand Managers
New York
-$3.46M -125,000 Closed
Truist Financial
334
Truist Financial
North Carolina
-$2.18M -78,649 Closed
FCM
335
FJ Capital Management
Virginia
-$1.69M -61,079 Closed
PL
336
Perpetual Ltd
Australia
-$1.37M -49,530 Closed
AI
337
Atom Investors
Texas
-$1.02M -36,967 Closed
LCM
338
Landscape Capital Management
New Jersey
-$807K -29,141 Closed
A
339
AlphaQuest
New York
-$738K -26,615 Closed
AGM
340
Alpine Global Management
New York
-$673K -24,282 Closed
SA
341
Sanctuary Advisors
Indiana
-$622K -24,218 Closed
AG
342
Algert Global
California
-$473K -17,052 Closed
GAM
343
Gotham Asset Management
New York
-$452K -16,308 Closed
I
344
InceptionR
California
-$422K -15,241 Closed
AIM
345
Aigen Investment Management
New York
-$404K -14,579 Closed
HWM
346
Hohimer Wealth Management
Washington
-$347K -12,531 Closed
Cetera Investment Advisers
347
Cetera Investment Advisers
Illinois
-$290K -10,450 Closed
NW
348
Naviter Wealth
Arkansas
-$290K -10,350 Closed
KI
349
Kapitalo Investimentos
Brazil
-$254K -9,181 Closed
KP
350
Keel Point
Alabama
-$206K -6,926 Closed