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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$476K +$43.3K +1,623 +10%
Lazard Asset Management
202
Lazard Asset Management
New York
$476K +$261K +9,777 +131%
AG
203
Algert Global
California
$473K +$455K +17,052 New
GAM
204
Gotham Asset Management
New York
$452K +$187 +7 +0%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$439K
Squarepoint
206
Squarepoint
New York
$435K +$153K +5,733 +57%
GCP
207
GSA Capital Partners
United Kingdom
$435K +$419K +15,699 New
GT
208
Glenmede Trust
Pennsylvania
$432K +$9.28K +348 +2%
I
209
InceptionR
California
$422K +$406K +15,241 New
AIM
210
Aigen Investment Management
New York
$404K +$389K +14,579 New
MPM
211
Meritage Portfolio Management
Kansas
$389K +$374K +14,024 New
MGP
212
Metis Global Partners
California
$386K +$89.4K +3,352 +32%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$382K -$25.8K -969 -7%
TFS
214
Thoroughbred Financial Services
Tennessee
$380K +$23K +862 +7%
X
215
Xponance
Pennsylvania
$366K +$70.4K +2,639 +25%
Creative Planning
216
Creative Planning
Kansas
$357K +$56.7K +2,127 +20%
HWM
217
Hohimer Wealth Management
Washington
$347K -$5.36K -201 -2%
USAA
218
United Services Automobile Association
Texas
$345K +$332K +12,464 New
SOW
219
State of Wyoming
Wyoming
$343K +$202K +7,582 +159%
KPWS
220
Kestra Private Wealth Services
Texas
$330K -$1.36K -51 -0.4%
CGH
221
Crossmark Global Holdings
Texas
$313K -$1.33K -50 -0.4%
Osaic Holdings
222
Osaic Holdings
Arizona
$310K -$667K -25,032 -69%
VI
223
Versor Investments
New York
$297K -$77.3K -2,900 -21%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$296K +$20.6K +772 +8%
PWP
225
Pursue Wealth Partners
California
$293K