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Essential Properties Realty Trust

214 hedge funds and large institutions have $3.6B invested in Essential Properties Realty Trust in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
97
Reduced
62
Closed
21
Calls
$2.85M
Puts
$43K
Net Calls
+$2.81M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
176
Cetera Advisor Networks
California
$207K +$207K +7,180 New
PHK
177
Point72 Hong Kong
Hong Kong
$171K -$63.5K -2,208 -27%
CCMW
178
Cypress Capital Management (Wyoming)
Wyoming
$142K -$1.63K -56 -1%
NL
179
NVWM LLC
Pennsylvania
$99K
SOW
180
State of Wyoming
Wyoming
$91K +$91K +3,161 New
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$75K +$51.4K +1,779 +218%
DFCM
182
Dark Forest Capital Management
Puerto Rico
$72K +$71.5K +2,471 +13,728%
UBS Group
183
UBS Group
Switzerland
$70K -$3.65M -125,034 -98%
TRCT
184
Tower Research Capital (TRC)
New York
$55K -$702K -24,437 -93%
SWA
185
Sutton Wealth Advisors
Florida
$50.9K +$778 +27 +2%
Lazard Asset Management
186
Lazard Asset Management
New York
$36K +$10.8K +376 +43%
US Bancorp
187
US Bancorp
Minnesota
$33K -$2.86K -99 -8%
QCG
188
Quadrant Capital Group
Ohio
$18K +$12K +413 +202%
CIR
189
Clear Investment Research
Georgia
$16K +$145 +5 +0.9%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$15K -$593 -21 -4%
TWA
191
TCI Wealth Advisors
Arizona
$14K -$1.77K -63 -11%
NSIM
192
North Star Investment Management
Illinois
$14K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +453 New
S
194
SignatureFD
Georgia
$11K -$1.65K -58 -13%
STCOSD
195
Sageworth Trust Company of South Dakota
South Dakota
$11K +$11K +367 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$10K
LC
197
Lindbrook Capital
California
$7K +$335 +11 +5%
VRS
198
Virginia Retirement Systems
Virginia
$4.95K -$1.13K -39,300 -19%
TFO
199
Tarbox Family Office
California
$4K
FPS
200
Fieldpoint Private Securities
Connecticut
$4K