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Who are the Institutional Holders in Essential Properties Realty Trust Inc (EPRT)?

Essential Properties Realty Trust Inc (NYSE: EPRT) is 31.06% higher on its value in year-to-date trading and has touched a low of $23.20 and a high of $34.51 in the current 52-week trading range. The question becomes, what are the chances the stock will continue to grow shareholders’ wealth in the market. Here’s what analysts think will happen to its price in the coming time. The EPRT stock was last observed hovering at around $33.56 in the last trading session, with the day’s loss setting it -0.06%.

Currently trading at $33.50, the stock is 2.63% and 1.13% above its SMA20 and SMA50 respectively. However, with a daily trading volume of 1.01 million and changing -0.18% at the moment leaves the stock 15.88% off its SMA200. EPRT registered 42.55% gain for a year compared to 6-month gain of 24.63%. The firm has a 50-day simple moving average (SMA 50) of $33.105 and a 200-day simple moving average (SMA200) of $28.8631.

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The stock witnessed a -1.15% loss in the last 1 month and extending the period to 3 months gives it a 5.95%, and is 2.57% up over the last 5 days. If we measure the stock’s price variations over the week and the month, we find that the volatility rates stand at 2.28% over the week and 2.34% over the month.

Essential Properties Realty Trust Inc (EPRT) has around 40 employees, a market worth around $5.89B and $428.32M in sales. Current P/E ratio is 29.12 and Fwd P/E is 26.37. Profit margin for the company is 45.82%. Distance from 52-week low is 44.40% and -2.93% from its 52-week high. The company has generated returns on investments over the last 12 months (3.63%).

The EPS is expected to shrink by -6.79% this year

482.0 institutions hold shares in Essential Properties Realty Trust Inc (EPRT), with institutional investors hold 117.09% of the company’s shares. The shares outstanding are 175.33M, and float is at 174.18M with Short Float at 10.52%. Institutions hold 116.18% of the Float.

The top institutional shareholder in the company is BLACKROCK INC. with over 33.68 million shares valued at $933.21 million. The investor’s holdings represent 19.2094 of the EPRT Shares outstanding. As of 2024-06-30, the second largest holder is VANGUARD GROUP INC with 27.0 million shares valued at $748.05 million to account for 15.3979 of the shares outstanding. The other top investors are STATE STREET CORP which holds 9.94 million shares representing 5.6677 and valued at over $278.12 million, while WELLINGTON MANAGEMENT GROUP LLP holds 5.6398 of the shares totaling 9.89 million with a market value of $273.99 million.

Essential Properties Realty Trust Inc (EPRT) Insider Activity

The most recent transaction is an insider sale by Mavoides Peter M., the company’s President and CEO. SEC filings show that Mavoides Peter M. sold 16,829 shares of the company’s common stock on Nov 04 ’24 at a price of $31.89 per share for a total of $0.54 million. Following the sale, the insider now owns 0.4 million shares.

Still, SEC filings show that on Sep 05 ’24, Mavoides Peter M. (President and CEO) disposed off 27,817 shares at an average price of $32.33 for $0.9 million. The insider now directly holds 446,076 shares of Essential Properties Realty Trust Inc (EPRT).

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