EPRT

Essential Properties Realty

Latest period2024 - Q4Total superinvestors20

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 20 superinvestors own shares of Essential Properties Realty (EPRT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Essential Properties Realty (EPRT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Essential Properties Realty (EPRT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Essential Properties Realty (EPRT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -1.62%
0.04%
$8.894M
281,635 shares@ 31.59 avg price
Marton Bloemer@Pensionfund Dsm Netherlands
Recent Activity
Decreased -23.39%
1.28%
$2.049M
65,500 shares@ 31.29 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -3.58%
0.08%
$1.994M
63,740 shares@ 31.28 avg price
Marton Bloemer@Pensionfund Sabic
Recent Activity
0.29%
$1.079M
34,500 shares@ 31.28 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 145.42%
0.05%
$911,812
29,150 shares@ 31.28 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.03%
$729,199
23,312 shares@ 31.28 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Increased 1.86%
0.28%
$672,986
21,709 shares@ 31.01 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 36.74%
0.01%
$388,000
12,411 shares@ 31.27 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
0.01%
$355,000
11,346 shares@ 31.29 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -5.39%
0.18%
$274,482
8,775 shares@ 31.28 avg price