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Essential Properties Realty Trust

191 hedge funds and large institutions have $2.2B invested in Essential Properties Realty Trust in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $525K

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

18% more capital invested

Capital invested by funds: $1.86B → $2.2B (+$342M)

18% more funds holding

Funds holding: 162191 (+29)

3.16% more ownership

Funds ownership: 106.11%109.27% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
70
Reduced
54
Closed
29
Calls
$1.38M
Puts
$525K
Net Calls
+$858K
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M +$162M +6,430,056 +94%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$20M +795,924 +9%
PI
3
PGGM Investments
Netherlands
$175M +$178M +7,063,397 New
Principal Financial Group
4
Principal Financial Group
Iowa
$164M +$12.5M +495,362 +8%
Invesco
5
Invesco
Georgia
$94.9M -$7.79M -309,998 -7%
Deutsche Bank
6
Deutsche Bank
Germany
$88.9M +$33.7M +1,340,724 +60%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$81.3M -$22.6M -897,740 -21%
State Street
8
State Street
Massachusetts
$76M +$11.4M +452,369 +18%
Cohen & Steers
9
Cohen & Steers
New York
$65.7M -$100M -3,982,723 -60%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$63.2M +$1.12M +44,537 +2%
N
11
Nuveen
North Carolina
$48.2M +$1.98M +78,862 +4%
Brown Advisory
12
Brown Advisory
Maryland
$42.6M -$44.6K -1,775 -0.1%
American Century Companies
13
American Century Companies
Missouri
$39.1M +$1.53M +60,886 +4%
Prudential Financial
14
Prudential Financial
New Jersey
$37.1M -$3.01M -119,822 -7%
ACI
15
AMP Capital Investors
Australia
$35.6M -$6.95M -276,253 -16%
Lazard Asset Management
16
Lazard Asset Management
New York
$32.4M +$769K +30,589 +2%
Victory Capital Management
17
Victory Capital Management
Texas
$31M +$584K +23,213 +2%
Northern Trust
18
Northern Trust
Illinois
$30.5M +$665K +26,436 +2%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$28.2M -$18.6M -741,364 -39%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$26.9M +$3.72M +147,904 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$24.9M +$14.6M +580,446 +137%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$21.8M +$12.1M +479,627 +120%
KCM
23
Kennedy Capital Management
Missouri
$21.2M -$2.6M -103,476 -11%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$20.8M -$8.02M -319,063 -28%
Bank of America
25
Bank of America
North Carolina
$20M +$4.11M +163,518 +25%

EPRT Hedge Fund Activity: Q4 2019 in Review

191 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q4 2019, worth a combined $2.2B — up 18% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EPRT positions and 29 closed out — a net gain of 30 holders — while 70 added to existing stakes and 54 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $178M. The largest seller was Cohen & Steers, cutting an estimated $100M.

  • 191 institutional investors held Essential Properties Realty Trust (EPRT) as of Q4 2019, up from 162 in Q3 2019.
  • Funds reported $2.2B of Essential Properties Realty Trust stock for Q4 2019, up 18% quarter-over-quarter.
  • 59 funds opened new Essential Properties Realty Trust positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Essential Properties Realty Trust buyer in Q4 2019 was PGGM Investments, an estimated $178M added.
  • The largest Essential Properties Realty Trust seller in Q4 2019 was Cohen & Steers, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.