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Essential Properties Realty Trust

329 hedge funds and large institutions have $6.22B invested in Essential Properties Realty Trust in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
46
Increased
119
Reduced
117
Closed
38
Calls
$2.04M
Puts
$374K
Net Calls
+$1.67M
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
176
Pensionfund Sabic
Netherlands
$1.08M
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$1.08M +$1.08M +34,391 New
VanEck Associates
178
VanEck Associates
New York
$1.04M +$99K +3,166 +11%
SO
179
STRS Ohio
Ohio
$1.03M -$584K -18,660 -36%
Mariner
180
Mariner
Kansas
$985K +$48K +1,534 +5%
B
181
Bailard
California
$984K
HWAM
182
Hennion & Walsh Asset Management
New Jersey
$912K +$540K +17,272 +145%
PIA
183
Perennial Investment Advisors
California
$907K
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$894K -$556K -17,778 -38%
WAM
185
Weiss Asset Management
Massachusetts
$893K +$893K +28,535 New
TG
186
TCW Group
California
$872K +$872K +27,865 New
VPIM
187
Vanguard Personalized Indexing Management
California
$866K +$31.2K +996 +4%
CPC
188
Cookson Peirce & Co
Pennsylvania
$853K +$309K +9,880 +57%
MOACM
189
Mutual of America Capital Management
New York
$831K +$5.88K +188 +0.7%
LPL Financial
190
LPL Financial
California
$826K +$102K +3,271 +14%
TI
191
Tidal Investments
Wisconsin
$805K -$173K -5,536 -18%
NAM
192
Nissay Asset Management
Japan
$797K +$31K +990 +4%
MML Investors Services
193
MML Investors Services
Massachusetts
$790K +$52.1K +1,667 +7%
FHB
194
First Hawaiian Bank
Hawaii
$729K
CIM
195
Centersquare Investment Management
Pennsylvania
$706K +$59.9K +1,914 +9%
SIA
196
Sit Investment Associates
Minnesota
$687K
SBIA
197
Sheaff Brock Investment Advisors
Indiana
$686K -$10.8K -346 -2%
SWM
198
Selective Wealth Management
Virginia
$673K +$12.2K +395 +2%
MGP
199
Metis Global Partners
California
$629K +$64.2K +2,052 +11%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$628K +$628K +20,070 New