Boston Research & Management’s Empire State Realty Series ES ESBA Stock Holding History

Boston Research & Management’s Portfolio ESBA Stock Details ESBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,754	Closed	-$67K	–	119
2025 Q4	$67K	Hold	10,754	–	–	0.02%	120
2025 Q3	$80K	Hold	10,754	–	–	0.02%	119
2025 Q2	$84K	Hold	10,754	–	–	0.02%	116
2025 Q1	$83K	Hold	10,754	–	–	0.02%	116
2024 Q4	$109K	Buy	+10,754	New	+$115K	0.03%	115

Other funds holding ESBA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Boston Research & Management's ESBA Position: Q1 2026 in Review

Boston Research & Management sold out of Empire State Realty Series ES (ESBA) in Q1 2026, closing a stake of 10,754 shares — an estimated $67K sold.

Boston Research & Management first reported a position in ESBA in Q4 2024 and held it in 5 quarters. The position peaked at $109K in Q4 2024. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

Boston Research & Management reported no remaining Empire State Realty Series ES position as of Q1 2026 after selling out during the quarter.
Boston Research & Management sold 10,754 Empire State Realty Series ES shares in Q1 2026, an estimated $67K.
Boston Research & Management first reported a position in Empire State Realty Series ES in Q4 2024 and held it in 5 quarters.
Boston Research & Management's Empire State Realty Series ES position peaked at $109K in Q4 2024.
38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.