Avion Wealth’s Empire State Realty Trust ESRT Stock Holding History

Avion 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 Q3	$1K	Buy	+372	New	+$1.8K	﹤0.01%	1206

Other funds holding ESRT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Avion Wealth's ESRT Position: Q3 2026 in Review

Avion Wealth opened a new position in Empire State Realty Trust (ESRT) in Q3 2026: 372 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings.

112 funds tracked by Wall St. Rank hold ESRT as of Q3 2026.

Avion Wealth held 372 shares of Empire State Realty Trust worth $1K as of Q3 2026.
Empire State Realty Trust was a new Avion Wealth position in Q3 2026.
Empire State Realty Trust made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1206 holding.
112 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.