Companies / Essential Properties Realty Trust, Inc. / Institutional moves
Back to Essential Properties Realty Trust, Inc.

Essential Properties Realty Trust, Inc.

Institutional position changes, all quarters

137 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedDEUTSCHE BANK AGJun 30, 2026-3,252,183-89%387,308$97.08Mhigh
AddedBlackRock, Inc.Jun 30, 2026+2,478,085+6.7%39,636,617$73.97Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+931,435+8.4%12,083,687$28.10Mmedium
NewFIRST NATIONAL BANK OF OMAHAJun 30, 2026+105,461New105,461$3.15Mlow
NewQuadrature Capital LtdJun 30, 2026+33,622New33,622$1.00Mlow
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+29,611+19%185,529$883.9Klow
ExitedAlphaQuest LLCJun 30, 2026-25,456-100%0$755.0Klow
NewWINTON GROUP LtdJun 30, 2026+20,700New20,700$617.9Klow
NewMQS Management LLCJun 30, 2026+10,324New10,324$308.2Klow
AddedLPL Financial LLCJun 30, 2026+7,352+20%44,089$219.5Klow
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+7,337+21%41,830$219.0Klow
AddedVictory Capital Management, Inc.Jun 30, 2026+7,080+0.7%969,873$211.3Klow
AddedArizona State Retirement SystemJun 30, 2026+3,118+5.7%58,036$93.1Klow
AddedLido Advisors, LLCJun 30, 2026+2,707+28%12,421$81.7Klow
TrimmedCENTERSQUARE INVESTMENT MANAGEMENT LLCJun 30, 2026-2,454-14%14,490$73.3Klow
AddedGSI Capital Advisors LLCJun 30, 2026+2,354+1.6%149,501$70.3Klow
AddedThe PNC Financial Services Group, Inc.Jun 30, 2026+1,544+14%12,905$46.1Klow
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-448-14%2,835$13.4Klow
AddedSalomon & Ludwin, LLCJun 30, 2026+357+26%1,726$10.7Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+242+7.2%3,597$7.2Klow
AddedSG Americas Securities, LLCJun 30, 2026+202,340+428%249,600$6.0Klow
TrimmedBell Investment Advisors, IncJun 30, 2026-44-7.7%528$1.3Klow
ExitedDunhill Financial, LLCJun 30, 2026-11-100%0$313low
TrimmedCovestor LtdJun 30, 2026-4,616-54%3,890$138low
TrimmedHARBOR CAPITAL ADVISORS, INC.Jun 30, 2026-79-9.8%725$2low
AddedTWO SIGMA INVESTMENTS, LPMar 31, 2026+3,197,717+161%5,185,988$97.08Mhigh
ExitedNorges BankMar 31, 2026-2,308,394-100%0$68.47Mhigh
AddedPRUDENTIAL FINANCIAL INCMar 31, 2026+736,248+19%4,546,120$22.35Mmedium
AddedCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCMar 31, 2026+683,196+45%2,203,346$20.74Mmedium
TrimmedADAGE CAPITAL PARTNERS GP, L.L.C.Mar 31, 2026-630,000-61%400,000$19.13Mmedium
AddedAMUNDIMar 31, 2026+470,711+177%736,225$14.29Mmedium
NewBAMCO INC /NYMar 31, 2026+434,808New434,808$13.20Mmedium
TrimmedAPG Asset Management US Inc.Mar 31, 2026-353,372-40%527,707$10.82Mmedium
AddedGEODE CAPITAL MANAGEMENT, LLCMar 31, 2026+326,996+6.2%5,567,397$9.93Mmedium
AddedAdelante Capital Management LLCMar 31, 2026+238,816+58%650,129$7.25Mmedium
TrimmedBalyasny Asset Management L.P.Mar 31, 2026-135,412-5.0%2,568,784$4.11Mlow
AddedGraham Capital Management, L.P.Mar 31, 2026+108,215+172%171,206$3.29Mlow
AddedPrincipal Financial Group IncMar 31, 2026+103,311+3.9%2,771,898$3.14Mlow
NewVAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Mar 31, 2026+86,683New86,683$2.63Mlow
TrimmedBROOKFIELD CORPORATIONMar 31, 2026-84,074-13%585,640$2.55Mlow
AddedMARSHALL WACE, LLPMar 31, 2026+65,684+8.5%840,280$1.99Mlow
AddedPUBLIC SECTOR PENSION INVESTMENT BOARDMar 31, 2026+65,029+9.5%750,833$1.97Mlow
TrimmedAllianceBernstein L.P.Mar 31, 2026-63,322-6.0%990,143$1.88Mlow
AddedCALIFORNIA STATE TEACHERS RETIREMENT SYSTEMMar 31, 2026+48,942+26%237,668$1.49Mlow
ExitedLazard Asset Management LLCMar 31, 2026-49,643-100%0$1.47Mlow
TrimmedMillennium Management LLCMar 31, 2026-45,854-20%181,643$1.39Mlow
TrimmedBROWN ADVISORY INCMar 31, 2026-45,254-74%16,082$1.37Mlow
TrimmedBoston PartnersMar 31, 2026-44,466-4.8%885,189$1.35Mlow
TrimmedPUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOMar 31, 2026-44,171-16%232,431$1.34Mlow
TrimmedBRIDGEWAY CAPITAL MANAGEMENT, LLCMar 31, 2026-42,700-52%39,900$1.30Mlow
← PrevPage 1 of 3Next →