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Essential Properties Realty Trust

139 hedge funds and large institutions have $1.1B invested in Essential Properties Realty Trust in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 30

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

5% more funds holding

Funds holding: 133139 (+6)

2.04% more ownership

Funds ownership: 97.58%99.62% (+2%)

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$47.4M)

67% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $9.84M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
29
Increased
66
Reduced
30
Closed
21
Calls
$3.28M
Puts
$9.84M
Net Calls
-$6.56M
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M +$16.5M +808,975 +16%
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$107M
BlackRock
3
BlackRock
New York
$70.4M +$9.33M +457,554 +15%
Deutsche Bank
4
Deutsche Bank
Germany
$68.9M -$18.8M -920,399 -21%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58M +$43M +2,111,011 +270%
Invesco
6
Invesco
Georgia
$56.4M +$4.67M +228,962 +9%
FCM
7
Frontier Capital Management
Massachusetts
$41.6M -$11.1M -543,065 -21%
Millennium Management
8
Millennium Management
New York
$40.9M +$11.3M +553,768 +37%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$38.2M +$162K +7,943 +0.4%
Brown Advisory
10
Brown Advisory
Maryland
$36.3M -$213K -10,445 -0.6%
Principal Financial Group
11
Principal Financial Group
Iowa
$35.1M -$1.62M -79,340 -4%
ACI
12
AMP Capital Investors
Australia
$28.3M -$81.1K -3,976 -0.3%
State Street
13
State Street
Massachusetts
$21.7M +$6.71M +328,814 +44%
Lazard Asset Management
14
Lazard Asset Management
New York
$20.5M +$5.38M +263,721 +35%
American Century Companies
15
American Century Companies
Missouri
$20.4M -$802K -39,326 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$20.2M -$22.6M -1,108,512 -52%
KCM
17
Kennedy Capital Management
Missouri
$16.7M +$14.5M +709,980 +568%
AllianceBernstein
18
AllianceBernstein
Tennessee
$16.2M -$3.19M -156,660 -16%
Prudential Financial
19
Prudential Financial
New Jersey
$16.2M +$7.52M +368,765 +84%
CC
20
Carlson Capital
Texas
$15.7M -$17.2M -845,309 -52%
Cohen & Steers
21
Cohen & Steers
New York
$14.4M +$4.52M +221,698 +45%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$13.2M +$5.88M +288,585 +78%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12.3M +$2.93M +143,771 +31%
N
24
Nuveen
North Carolina
$11.8M +$12M +587,515 New
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$11.6M -$11.4M -558,779 -49%

EPRT Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q2 2019, worth a combined $1.1B — up 4.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPRT positions and 21 closed out — a net gain of 8 holders — while 66 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $43M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 139 institutional investors held Essential Properties Realty Trust (EPRT) as of Q2 2019, up from 133 in Q1 2019.
  • Funds reported $1.1B of Essential Properties Realty Trust stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 29 funds opened new Essential Properties Realty Trust positions in Q2 2019 and 21 closed out, a net change of +8 holders.
  • The largest Essential Properties Realty Trust buyer in Q2 2019 was Fidelity Investments, an estimated $43M added.
  • The largest Essential Properties Realty Trust seller in Q2 2019 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2019.