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Essential Properties Realty Trust

307 hedge funds and large institutions have $5.18B invested in Essential Properties Realty Trust in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.32% more ownership

Funds ownership: 104.35%106.67% (+2.3%)

38% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $2.13M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$2.13M
Net Calls
Net Calls Change

Top Sellers

1 -$39.7M
2 -$32M
3 -$23.8M
4
GA
GRS Advisors
Illinois
-$23.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$473K
202
$452K
203
$439K
204
$435K
205
$435K
206
$432K
207
$422K
208
$404K
209
$389K
210
$386K
211
$382K
212
$380K
213
$366K
214
$357K
215
$347K
216
$345K
217
$343K
218
$330K
219
$313K
220
$310K
221
$297K
222
$296K
223
$293K
224
$290K
225
$290K