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Essential Properties Realty Trust
EPRT
EPRT
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.
New
Increased
Maintained
Reduced
Closed
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
76% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 49
61% more call options, than puts
Call options by funds: $641K | Put options by funds: $399K
13% more capital invested
Capital invested by funds: $1.31B → $1.48B (+$171M)
10% more funds holding
Funds holding: 170 → 187 (+17)
0.67% less ownership
Funds ownership: 109.11% → 108.44% (-0.67%)
Holders
187
Holders Change
+17
Holders Change %
+10%
% of All Funds
3.83%
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
Boston,
Massachusetts
|
+$31.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$30.7M |
| 3 |
Goldman Sachs
New York
|
+$27.4M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$23.8M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$18.6M |
Top Sellers
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$80M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$49M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$21.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$18.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
201
Driehaus Capital Management
Chicago,
Illinois
| – | -$207K | -15,888 | Closed |
|
|
AB
202
Amalgamated Bank
New York
| – | -$188K | -14,395 | Closed |
|
|
CFA
203
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$45K | -3,488 | Closed |
|
|
HFM
204
Harvest Fund Management
Beijing,
China
| – | -$40K | -3,100 | Closed |
|
205
Pacer Advisors
Malvern,
Pennsylvania
| – | -$10K | -848 | Closed |
|
206
Rockefeller Capital Management
New York
| – | -$5K | -416 | Closed |
|
|
BCA
207
Berman Capital Advisors
Atlanta,
Georgia
| – | -$2K | -218 | Closed |
|
|
S
208
SignatureFD
Atlanta,
Georgia
| – | -$1K | -96 | Closed |
|
|
MAM
209
Meeder Asset Management
Dublin,
Ohio
| – | +$14 | +1 | New |
|