Allied Private Wealth’s Empire State Realty Trust ESRT Stock Holding History

Allied Private Wealth’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$649	Buy	+120	New	+$653	﹤0.01%	834

Other funds holding ESRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Allied Private Wealth's ESRT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Empire State Realty Trust (ESRT) in Q2 2026: 120 shares worth $649. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

227 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Allied Private Wealth held 120 shares of Empire State Realty Trust worth $649 as of Q2 2026.
Empire State Realty Trust was a new Allied Private Wealth position in Q2 2026.
Empire State Realty Trust made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #834 holding.
227 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.