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Essential Properties Realty Trust

215 hedge funds and large institutions have $3.6B invested in Essential Properties Realty Trust in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,523% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $43K

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $3.28B → $3.6B (+$328M)

3.91% more ownership

Funds ownership: 99.1%103% (+3.9%)

4% more funds holding

Funds holding: 207215 (+8)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
97
Reduced
63
Closed
21
Calls
$2.85M
Puts
$43K
Net Calls
+$2.81M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$645M +$50.7M +1,775,447 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$552M +$17M +595,073 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$318M -$7.55M -264,144 -2%
State Street
4
State Street
Massachusetts
$188M +$18.8M +658,744 +11%
PI
5
PGGM Investments
Netherlands
$162M -$9.66M -338,081 -6%
Deutsche Bank
6
Deutsche Bank
Germany
$137M -$25M -874,706 -16%
Invesco
7
Invesco
Georgia
$137M -$2.1M -73,630 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$84.6M +$1.18M +41,156 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$72.6M -$9.62M -336,664 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.3M +$4.61M +161,429 +7%
Prudential Financial
11
Prudential Financial
New Jersey
$69.2M -$2.38M -83,393 -3%
EVM
12
Eaton Vance Management
Massachusetts
$68.6M +$68M +2,379,540 New
Russell Investments Group
13
Russell Investments Group
United Kingdom
$49.7M -$8.31M -290,920 -14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49M -$144K -5,056 -0.3%
Northern Trust
15
Northern Trust
Illinois
$48.8M +$84.6K +2,962 +0.2%
Brown Advisory
16
Brown Advisory
Maryland
$48.7M +$1.02M +35,531 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.9M +$283K +9,905 +0.6%
Charles Schwab
18
Charles Schwab
California
$40.6M +$1.84M +64,290 +5%
AllianceBernstein
19
AllianceBernstein
Tennessee
$39.9M -$20.9K -731 -0.1%
N
20
Nuveen
North Carolina
$35.9M +$4.56M +159,545 +15%
Norges Bank
21
Norges Bank
Norway
$32.2M
Millennium Management
22
Millennium Management
New York
$30.4M +$29.4M +1,029,993 +4,314%
Principal Financial Group
23
Principal Financial Group
Iowa
$30M -$2.12M -74,175 -7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$29.9M -$2.1M -73,316 -7%
Legal & General Group
25
Legal & General Group
United Kingdom
$29.7M +$1.14M +39,833 +4%

EPRT Hedge Fund Activity: Q4 2021 in Review

215 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q4 2021, worth a combined $3.6B — up 10% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EPRT positions and 21 closed out — a net gain of 10 holders — while 97 added to existing stakes and 63 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $68M. The largest seller was Deutsche Bank, cutting an estimated $25M.

  • 215 institutional investors held Essential Properties Realty Trust (EPRT) as of Q4 2021, up from 207 in Q3 2021.
  • Funds reported $3.6B of Essential Properties Realty Trust stock for Q4 2021, up 10% quarter-over-quarter.
  • 31 funds opened new Essential Properties Realty Trust positions in Q4 2021 and 21 closed out, a net change of +10 holders.
  • The largest Essential Properties Realty Trust buyer in Q4 2021 was Eaton Vance Management, an estimated $68M added.
  • The largest Essential Properties Realty Trust seller in Q4 2021 was Deutsche Bank, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2021.