Clearstead Advisors’s Empire State Realty Trust ESRT Stock Holding History

Clearstead Advisors’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	$677	Buy	+125	New	+$680	﹤0.01%	2835
2025 Q2	–	Sell	-96	Closed	-$750	–	2776
2025 Q1	$750	Buy	96 +1	+1%	+$9	﹤0.01%	2024
2024 Q4	$985	Hold	95	–	–	﹤0.01%	1923
2024 Q3	$1.05K	Hold	95	–	–	﹤0.01%	1913
2024 Q2	$890	Buy	95 +1	+1%	+$9	﹤0.01%	1906
2024 Q1	$920	Hold	94	–	–	﹤0.01%	1411
2023 Q4	$912	Hold	94	–	–	﹤0.01%	1411
2023 Q3	$754	Buy	94 +1	+1%	+$8	﹤0.01%	1385
2023 Q2	$700	Hold	93	–	–	﹤0.01%	1281
2023 Q1	$603	Buy	93 +1	+1%	+$7	﹤0.01%	1283
2022 Q4	$623	Hold	92	–	–	﹤0.01%	1212
2022 Q3	$1K	Buy	92 +1	+1%	+$7	﹤0.01%	1142
2022 Q2	$1K	Hold	91	–	–	﹤0.01%	1171
2022 Q1	$1K	Hold	91	–	–	﹤0.01%	1279
2021 Q4	$1K	Buy	91 +1	+1%	+$10	﹤0.01%	1172
2021 Q3	$1K	Hold	90	–	–	﹤0.01%	1198
2021 Q2	$1K	Buy	+90	New	+$1.06K	﹤0.01%	1143

Other funds holding ESRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Clearstead Advisors's ESRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Empire State Realty Trust (ESRT) in Q2 2026: 125 shares worth $677. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ESRT as recently as Q1 2025.

Clearstead Advisors first reported a position in ESRT in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.05K in Q3 2024. 229 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Clearstead Advisors held 125 shares of Empire State Realty Trust worth $677 as of Q2 2026.
Empire State Realty Trust was a new Clearstead Advisors position in Q2 2026.
Empire State Realty Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2835 holding.
Clearstead Advisors first reported a position in Empire State Realty Trust in Q2 2021 and has held it in 17 quarters since.
Clearstead Advisors's Empire State Realty Trust position peaked at $1.05K in Q3 2024.
229 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.