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Benjamin F. Edwards & Company’s Empire State Realty Trust ESRT Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$1K Buy
+131
New +$1.22K ﹤0.01% 2087
2024
Q1 		– Sell
-400
Closed -$4K – 2146
2023
Q4 		$4K Hold
400
– – ﹤0.01% 1894
2023
Q3 		$3K Buy
+400
New +$3.34K ﹤0.01% 1628

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Benjamin F. Edwards & Company's ESRT Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Empire State Realty Trust (ESRT) in Q2 2024: 131 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in ESRT as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in ESRT in Q3 2023 and has held it in 3 quarters since. The position peaked at $4K in Q4 2023. 213 funds tracked by Wall St. Rank hold ESRT as of Q2 2024.

  • Benjamin F. Edwards & Company held 131 shares of Empire State Realty Trust worth $1K as of Q2 2024.
  • Empire State Realty Trust was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Empire State Realty Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2087 holding.
  • Benjamin F. Edwards & Company first reported a position in Empire State Realty Trust in Q3 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Empire State Realty Trust position peaked at $4K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.