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ESRT icon

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
Q2 		$17.6K Buy
3,260
+3,064
+1,563% +$16.7K ﹤0.01% 3307
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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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

Allworth Financial's ESRT Position: Q2 2026 in Review

Allworth Financial increased its Empire State Realty Trust (ESRT) stake by 1,563% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,260 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

Allworth Financial first reported a position in ESRT in Q1 2017 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • Allworth Financial held 3,260 shares of Empire State Realty Trust worth $17.6K as of Q2 2026.
  • Allworth Financial bought 3,064 Empire State Realty Trust shares in Q2 2026, an estimated $16.7K.
  • Empire State Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3307 holding.
  • Allworth Financial first reported a position in Empire State Realty Trust in Q1 2017 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.