Concurrent Investment Advisors
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Concurrent Investment Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-14,338
Closed -$79.6K – 2435
2026
Q2 		$79.6K Hold
14,338
– – ﹤0.01% 2044
2026
Q1 		$72.3K Hold
14,338
– – ﹤0.01% 1853
2025
Q4 		$90.3K Hold
14,338
– – ﹤0.01% 1714
2025
Q3 		$107K Hold
14,338
– – ﹤0.01% 1422
2025
Q2 		$113K Buy
+14,338
New +$108K ﹤0.01% 1321

Other funds holding ESBA

Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Vectors Research Management
Vectors Research Management New York $362M AUM 21.88% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Concurrent Investment Advisors's ESBA Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of Empire State Realty Series ES (ESBA) in Q3 2026, closing a stake of 14,338 shares — an estimated $79.6K sold.

Concurrent Investment Advisors first reported a position in ESBA in Q2 2025 and held it in 5 quarters. The position peaked at $113K in Q2 2025. 20 funds tracked by Wall St. Rank hold ESBA as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining Empire State Realty Series ES position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,338 Empire State Realty Series ES shares in Q3 2026, an estimated $79.6K.
  • Concurrent Investment Advisors first reported a position in Empire State Realty Series ES in Q2 2025 and held it in 5 quarters.
  • Concurrent Investment Advisors's Empire State Realty Series ES position peaked at $113K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.