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Essential Properties Realty Trust

226 hedge funds and large institutions have $2.73B invested in Essential Properties Realty Trust in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
118
Reduced
67
Closed
20
Calls
$223K
Puts
$1.42M
Net Calls
-$1.2M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$16K +$9.45K +498 +144%
EI
202
Ellevest Inc
New York
$16K +$14.1K +742 +742%
CIR
203
Clear Investment Research
Georgia
$11K +$116 +6 +1%
DFCM
204
Dark Forest Capital Management
Puerto Rico
$11K +$900 +46 +9%
IA
205
IFP Advisors
Florida
$11K +$11K +828 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$10K -$7.1K -360 -42%
NSIM
207
North Star Investment Management
Illinois
$10K
VCM
208
Versant Capital Management
Arizona
$10K +$9.35K +476 +1,442%
PA
209
Parallel Advisors
California
$9K +$6.31K +316 +234%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$7K +$445 +23 +7%
Lazard Asset Management
211
Lazard Asset Management
New York
$6K
GKIM
212
GW&K Investment Management
Massachusetts
$6K
BIA
213
Bell Investment Advisors
California
$4K -$6.21K -301 -61%
LC
214
Lindbrook Capital
California
$4K -$484 -22 -11%
MAM
215
Meeder Asset Management
Ohio
$4K +$2.59K +132 +183%
AIM
216
Anchor Investment Management
South Carolina
$2.33K +$2.33K +120 New
EW
217
Evoke Wealth
California
$2K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +92 New
HWMA
219
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +100 New
GRP
220
Global Retirement Partners
California
$1K -$6.34K -260 -86%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1K -$1.83K -115 -65%
CAM
222
ClariVest Asset Management
California
$1K
BTI
223
Blue Trust Inc
Georgia
$1K +$1K +30 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +62 New
AF
225
Allworth Financial
California
$1K +$1K +66 New