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Essential Properties Realty Trust
EPRT

Overview Fund Activity

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.

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

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$235M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$69.5M
3
FCM
3
Frontier Capital Management
Massachusetts
$39.7M
4
UBS AM
4
UBS AM
Illinois
$37.1M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$67.4M

Top Sellers

1
RC
1
Resolution Capital
Australia
$47M
2
ACM
2
AEW Capital Management
Massachusetts
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$46.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
351
Armstrong Advisory Group
Massachusetts
– -$29.3K -1,056 Closed
SWM
352
Spire Wealth Management
Virginia
– -$14K -506 Closed
SWS
353
SYSTM Wealth Solutions
Illinois
– -$10.6K -381 Closed
RFG
354
RFP Financial Group
Georgia
– -$7.18K -259 Closed
VNA
355
Valley National Advisers
Pennsylvania
– -$3K -115 Closed
SC
356
Stephens Consulting
Michigan
– -$2K -72 Closed
OWA
357
Opal Wealth Advisors
New York
– -$1.47K -53 Closed
11 12 13 14
15