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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 %
CIR
201
Clear Investment Research
Georgia
$14K +$195 +8 +1%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$13K -$6.29K -275 -33%
IA
203
IFP Advisors
Florida
$12K +$171 +12 +1%
NSIM
204
North Star Investment Management
Illinois
$11.7K
VCM
205
Versant Capital Management
Arizona
$10.9K -$1.01K -43 -8%
S
206
SignatureFD
Georgia
$9.41K -$21.9K -931 -70%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$8.24K -$258 -11 -3%
GKIM
208
GW&K Investment Management
Massachusetts
$7K
Lazard Asset Management
209
Lazard Asset Management
New York
$7K
BIA
210
Bell Investment Advisors
California
$6.29K +$1.74K +74 +38%
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$4.69K +$2.35K +100 +100%
CWP
212
Concord Wealth Partners
Virginia
$4.25K +$4.25K +181 New
LC
213
Lindbrook Capital
California
$3.9K -$376 -16 -9%
TWA
214
TCI Wealth Advisors
Arizona
$3.78K -$19.9K -847 -84%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$2.35K +$188 +8 +9%
MRCM
216
M&R Capital Management
New Jersey
$2.35K +$2.35K +100 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$2.11K -$9.79K -417 -82%
BAM
218
Belpointe Asset Management
Nevada
$2.11K +$2.11K +90 New
CAM
219
ClariVest Asset Management
California
$2K
CS
220
Comerica Securities
Michigan
$1.45K +$1.45K +61 New
AF
221
Allworth Financial
California
$1.2K -$352 -15 -23%
BTI
222
Blue Trust Inc
Georgia
$1K +$189 +7 +23%
PTC
223
Private Trust Company
Ohio
$1K +$1K +31 New
GRP
224
Global Retirement Partners
California
$962
MYAM
225
Meiji Yasuda Asset Management
Japan
$931