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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Advisory's ESRT Position: Q1 2026 in Review

Carson Advisory held its Empire State Realty Trust (ESRT) position steady in Q1 2026 at 10,500 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #187.

Carson Advisory first reported a position in ESRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $116K in Q3 2024. 221 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

Carson Advisory held 10,500 shares of Empire State Realty Trust worth $54.6K as of Q1 2026.
Carson Advisory left its Empire State Realty Trust share count unchanged in Q1 2026.
Empire State Realty Trust made up 0.03% of Carson Advisory's portfolio in Q1 2026, its #187 holding.
Carson Advisory first reported a position in Empire State Realty Trust in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's Empire State Realty Trust position peaked at $116K in Q3 2024.
221 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.