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Carson Advisory’s Empire State Realty Trust ESRT Stock Holding History

Carson Advisory’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 		$56.8K Hold
10,500
– – 0.03% 204
2026
Q1 		$54.6K Hold
10,500
– – 0.03% 187
2025
Q4 		$68.5K Hold
10,500
– – 0.04% 182
2025
Q3 		$80.4K Hold
10,500
– – 0.04% 172
2025
Q2 		$84.9K Hold
10,500
– – 0.05% 170
2025
Q1 		$82.1K Hold
10,500
– – 0.06% 163
2024
Q4 		$108K Hold
10,500
– – 0.08% 155
2024
Q3 		$116K Hold
10,500
– – 0.07% 175
2024
Q2 		$98.5K Hold
10,500
– – 0.07% 164
2024
Q1 		$106K Hold
10,500
– – 0.07% 169
2023
Q4 		$102K Hold
10,500
– – 0.08% 156
2023
Q3 		$84.4K Hold
10,500
– – 0.07% 148
2023
Q2 		$78.6K Hold
10,500
– – 0.07% 155
2023
Q1 		$68.1K Hold
10,500
– – 0.06% 148
2022
Q4 		$70.8K Hold
10,500
– – 0.07% 136
2022
Q3 		$69K Hold
10,500
– – 0.08% 125
2022
Q2 		$74K Hold
10,500
– – 0.08% 121
2022
Q1 		$103K Hold
10,500
– – 0.1% 133
2021
Q4 		$93K Buy
+10,500
New +$104K 0.09% 133

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 $3.37T AUM 44.26% 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

Carson Advisory's ESRT Position: Q2 2026 in Review

Carson Advisory held its Empire State Realty Trust (ESRT) position steady in Q2 2026 at 10,500 shares worth $56.8K. The position accounts for 0.03% of the portfolio, ranked #204.

Carson Advisory first reported a position in ESRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $116K in Q3 2024. 229 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • Carson Advisory held 10,500 shares of Empire State Realty Trust worth $56.8K as of Q2 2026.
  • Carson Advisory left its Empire State Realty Trust share count unchanged in Q2 2026.
  • Empire State Realty Trust made up 0.03% of Carson Advisory's portfolio in Q2 2026, its #204 holding.
  • Carson Advisory first reported a position in Empire State Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Empire State Realty Trust position peaked at $116K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.