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Essential Properties Realty Trust
EPRT

Overview Fund Activity

187 hedge funds and large institutions have $1.48B invested in Essential Properties Realty Trust in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 49 reducing their positions, and 22 closing their positions.

Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
86
Reduced
49
Closed
22
Calls
$641K
Puts
$399K
Net Calls
+$242K
Net Calls Change
-$311K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Citadel Advisors
2
Citadel Advisors
Florida
$34.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.3M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$25.7M
5
HRES
5
Heitman Real Estate Securities
Illinois
$20.1M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$18.6M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$108M
3
Invesco
3
Invesco
Georgia
$98M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.06M
5
Victory Capital Management
5
Victory Capital Management
Texas
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$14.1M 947,865 +89,777 +10%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$13.2M 890,620 +890,620 New
Legal & General Group
28
Legal & General Group
United Kingdom
$11M 738,669 +60,591 +9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$10.8M 731,013 -1,204,447 -62%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$10.8M 724,699 -47,903 -6%
American Century Companies
31
American Century Companies
Missouri
$7.29M 490,901 -21,079 -4%
Ameriprise
32
Ameriprise
Minnesota
$6.87M 453,841 -94,724 -17%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$6.12M 412,219 -48,543 -11%
UBS AM
34
UBS AM
Illinois
$5.92M 398,881 +53,920 +16%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$5.9M 400,062 +206,185 +106%
Morgan Stanley
36
Morgan Stanley
New York
$5.15M 346,951 -28,129 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.98M 335,741 +12,086 +4%
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.28M 288,430 -140,485 -33%
Wells Fargo
39
Wells Fargo
California
$4.12M 277,460 +63,226 +30%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$4.06M 273,891 -1,321,657 -83%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$3.56M 239,633 -362,688 -60%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$3.48M 234,623 +160,477 +216%
PPA
43
Parametric Portfolio Associates
Washington
$3.35M 225,714 +88,391 +64%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.05M 205,700 +8,800 +4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$3.05M 205,200 +48,000 +31%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3M 202,133 +16,338 +9%
Marshall Wace
47
Marshall Wace
United Kingdom
$2.97M 199,929 +199,929 New
WG
48
Winton Group
United Kingdom
$2.5M 168,221 +65,921 +64%
Barclays
49
Barclays
United Kingdom
$2.47M 166,209 -25,590 -13%
Canada Life
50
Canada Life
Manitoba, Canada
$2.44M 164,665 +47,825 +41%
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