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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
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

Susquehanna International Group
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
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concurrent Investment Advisors's ESBA Position: Q1 2026 in Review

Concurrent Investment Advisors held its Empire State Realty Series ES (ESBA) position steady in Q1 2026 at 14,338 shares worth $72.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Concurrent Investment Advisors first reported a position in ESBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $113K in Q2 2025. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

  • Concurrent Investment Advisors held 14,338 shares of Empire State Realty Series ES worth $72.3K as of Q1 2026.
  • Concurrent Investment Advisors left its Empire State Realty Series ES share count unchanged in Q1 2026.
  • Empire State Realty Series ES made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1853 holding.
  • Concurrent Investment Advisors first reported a position in Empire State Realty Series ES in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Empire State Realty Series ES position peaked at $113K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.