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Allworth Financial’s Empire State Realty Trust ESRT Stock Holding History

Allworth Financial’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
Q1 		$1.02K Buy
196
+182
+1,300% +$1.09K ﹤0.01% 4568
2025
Q4 		$92 Sell
14
-71
-84% -$507 ﹤0.01% 4792
2025
Q3 		$652 Buy
85
+42
+98% +$321 ﹤0.01% 4371
2025
Q2 		$348 Buy
+43
New +$329 ﹤0.01% 4214
2025
Q1 		– Sell
-54
Closed -$523 – 4094
2024
Q4 		$523 Buy
54
+12
+29% +$130 ﹤0.01% 3586
2024
Q3 		$466 Hold
42
– – ﹤0.01% 3439
2024
Q2 		$447 Buy
42
+27
+180% +$252 ﹤0.01% 3403
2024
Q1 		$152 Hold
15
– – ﹤0.01% 3473
2023
Q4 		$146 Buy
+15
New +$130 ﹤0.01% 3318
2017
Q2 		– Sell
-23
Closed – – 758
2017
Q1 		$0 Buy
+23
New +$475 ﹤0.01% 772

Other funds holding ESRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's ESRT Position: Q1 2026 in Review

Allworth Financial increased its Empire State Realty Trust (ESRT) stake by 1,300% in Q1 2026, buying an estimated $1.09K and bringing the position to 196 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #4568.

Allworth Financial first reported a position in ESRT in Q1 2017 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • Allworth Financial held 196 shares of Empire State Realty Trust worth $1.02K as of Q1 2026.
  • Allworth Financial bought 182 Empire State Realty Trust shares in Q1 2026, an estimated $1.09K.
  • Empire State Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4568 holding.
  • Allworth Financial first reported a position in Empire State Realty Trust in Q1 2017 and has held it in 10 quarters since.
  • 221 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.