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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 %
AWM
126
Avior Wealth Management
Nebraska
$302K 20,390 +20,390 New
CGH
127
Crossmark Global Holdings
Texas
$295K 19,900 +5,510 +38%
AA
128
ALPS Advisors
Colorado
$292K 19,671 -2,223 -10%
VIA
129
Vident Investment Advisory
Georgia
$285K 19,216 -1,947 -9%
SIA
130
Sit Investment Associates
Minnesota
$276K 18,600 -500 -3%
EGM
131
Engineers Gate Manager
New York
$264K 17,768 +17,768 New
Arrowstreet Capital
132
Arrowstreet Capital
Massachusetts
$255K 17,200 +17,200 New
LSV Asset Management
133
LSV Asset Management
Illinois
$255K 17,224 +17,224 New
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$252K 16,950 -8,732 -34%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$244K 16,414 +815 +5%
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$230K 17,600 – –
PHK
137
Point72 Hong Kong
Hong Kong
$210K 14,169 +11,059 +356%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$207K 13,981 -34,426 -71%
ProShare Advisors
139
ProShare Advisors
Maryland
$207K 13,957 +13,957 New
FWIA
140
Fort Washington Investment Advisors
Ohio
$205K 13,800 +1,800 +15%
ECM
141
Everence Capital Management
Indiana
$204K 14,970 – –
CSS
142
Cubist Systematic Strategies
Connecticut
$195K 13,129 -57,622 -81%
First Trust Advisors
143
First Trust Advisors
Illinois
$186K 12,550 -50,277 -80%
SCM
144
Silvant Capital Management
Georgia
$180K 11,969 +11,969 New
SEI Investments
145
SEI Investments
Pennsylvania
$171K 11,494 +11,494 New
HSBC Holdings
146
HSBC Holdings
United Kingdom
$169K 11,377 -6,707 -37%
DTL
147
Dynamic Technology Lab
Singapore
$164K 11,052 +11,052 New
TC
148
Truvestments Capital
Florida
$158K 10,660 +10,660 New
LIA
149
LS Investment Advisors
Michigan
$153K 10,296 +365 +4%
Stifel Financial
150
Stifel Financial
Missouri
$153K 10,343 +10,343 New
4 5
6
7 8