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Essential Properties Realty Trust

133 hedge funds and large institutions have $1.06B invested in Essential Properties Realty Trust in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

77% more capital invested

Capital invested by funds: $596M → $1.06B (+$462M)

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

45% more funds holding

Funds holding: 92133 (+41)

0.82% less ownership

Funds ownership: 98.41%97.58% (-0.82%)

66% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $9.74M

Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
52
Increased
46
Reduced
26
Closed
11
Calls
$3.3M
Puts
$9.74M
Net Calls
-$6.44M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$108M
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.7M +$23.8M +1,460,092 +41%
Deutsche Bank
3
Deutsche Bank
Germany
$85.1M +$14.2M +870,165 +25%
BlackRock
4
BlackRock
New York
$59.7M +$1.08M +66,281 +2%
FCM
5
Frontier Capital Management
Massachusetts
$51.1M +$20.9M +1,277,600 +95%
Invesco
6
Invesco
Georgia
$50.5M +$42.3M +2,586,754 New
Citadel Advisors
7
Citadel Advisors
Florida
$41.3M +$5.23M +320,336 +18%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$37.2M +$16.9M +1,032,417 +119%
Principal Financial Group
9
Principal Financial Group
Iowa
$35.7M +$9.74M +596,461 +48%
Brown Advisory
10
Brown Advisory
Maryland
$35.6M -$6.53M -399,575 -18%
CC
11
Carlson Capital
Texas
$31.8M +$4.94M +302,336 +23%
Millennium Management
12
Millennium Management
New York
$29.1M +$7.53M +460,950 +45%
ACI
13
AMP Capital Investors
Australia
$28.4M +$23.6M +1,447,410 New
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$22.2M +$2.58M +158,040 +16%
American Century Companies
15
American Century Companies
Missouri
$20.7M +$7.41M +453,600 +75%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$19.5M -$5.47M -334,920 -25%
AllianceBernstein
17
AllianceBernstein
Tennessee
$18.9M -$2.88M -176,327 -15%
BC
18
Brookfield Corp
Ontario, Canada
$18.8M +$15.7M +961,100 New
HRES
19
Heitman Real Estate Securities
Illinois
$15.4M +$5.3M +324,394 +70%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$15.3M +$12.8M +781,800 New
Lazard Asset Management
21
Lazard Asset Management
New York
$14.8M +$10.6M +647,981 +574%
State Street
22
State Street
Massachusetts
$14.7M +$1.42M +86,993 +13%
VCM
23
V3 Capital Management
Texas
$13.7M +$11.4M +700,000 New
Cohen & Steers
24
Cohen & Steers
New York
$9.71M +$8.12M +497,255 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9.13M +$1.42M +87,233 +23%

EPRT Hedge Fund Activity: Q1 2019 in Review

133 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q1 2019, worth a combined $1.06B — up 77% from $596M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPRT positions and 11 closed out — a net gain of 41 holders — while 46 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $42.3M. The largest seller was Echo Street Capital Management, cutting an estimated $30.7M.

  • 133 institutional investors held Essential Properties Realty Trust (EPRT) as of Q1 2019, up from 92 in Q4 2018.
  • Funds reported $1.06B of Essential Properties Realty Trust stock for Q1 2019, up 77% quarter-over-quarter.
  • 52 funds opened new Essential Properties Realty Trust positions in Q1 2019 and 11 closed out, a net change of +41 holders.
  • The largest Essential Properties Realty Trust buyer in Q1 2019 was Invesco, an estimated $42.3M added.
  • The largest Essential Properties Realty Trust seller in Q1 2019 was Echo Street Capital Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2019.