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Essential Properties Realty Trust

229 hedge funds and large institutions have $3.32B invested in Essential Properties Realty Trust in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
98
Reduced
80
Closed
26
Calls
$713K
Puts
$1.51M
Net Calls
-$800K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
176
Gotham Asset Management
New York
$246K +$246K +10,486 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$239K -$15.5K -662 -6%
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$235K
Neuberger Berman Group
179
Neuberger Berman Group
New York
$229K +$229K +9,778 New
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$226K -$1.12M -47,639 -83%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$225K +$225K +9,575 New
SCM
182
Shelton Capital Management
Colorado
$203K +$203K +8,667 New
CIM
183
Centersquare Investment Management
Pennsylvania
$200K +$200K +8,530 New
C
184
Covestor
United Kingdom
$171K +$171K +7,266 New
Allspring Global Investments
185
Allspring Global Investments
North Carolina
$125K -$1.41K -60 -1%
PI
186
PEAK6 Investments
Illinois
$116K -$462K -19,692 -80%
Federated Hermes
187
Federated Hermes
Pennsylvania
$86.3K +$86.3K +3,678 New
NL
188
NVWM LLC
Pennsylvania
$81.9K
EWA
189
EverSource Wealth Advisors
Alabama
$78.1K -$40.5K -1,725 -34%
EI
190
Ellevest Inc
New York
$54.9K +$35.2K +1,498 +178%
QCG
191
Quadrant Capital Group
Ohio
$46.2K +$3.08K +131 +7%
Dimensional Fund Advisors
192
Dimensional Fund Advisors
Texas
$44.8K +$2.3K +98,015 +5%
AAM
193
Advisors Asset Management
Colorado
$42.5K +$2.7K +115 +7%
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
$34.2K +$34.2K +1,456 New
TRCT
195
Tower Research Capital (TRC)
New York
$29K -$221K -9,215 -88%
SWA
196
Sutton Wealth Advisors
Florida
$26.9K -$6.1K -260 -18%
AAG
197
Armstrong Advisory Group
Massachusetts
$24.8K +$24.8K +1,056 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$23.5K +$23.5K +1,000 New
US Bancorp
199
US Bancorp
Minnesota
$17.8K -$2.96K -126 -14%
ASN
200
Advisory Services Network
Georgia
$16K +$16K +683 New