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Congress Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$248K Buy
30,694
+76
+0.2% +$582 ﹤0.01% 1109
2025
Q1 		$242K Buy
+30,618
New +$276K ﹤0.01% 989

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Congress Wealth Management's ESRT Position: Q2 2025 in Review

Congress Wealth Management increased its Empire State Realty Trust (ESRT) stake by 0.25% in Q2 2025, buying an estimated $582 and bringing the position to 30,694 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Congress Wealth Management first reported a position in ESRT in Q1 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold ESRT as of Q2 2025.

  • Congress Wealth Management held 30,694 shares of Empire State Realty Trust worth $248K as of Q2 2025.
  • Congress Wealth Management bought 76 Empire State Realty Trust shares in Q2 2025, an estimated $582.
  • Empire State Realty Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1109 holding.
  • Congress Wealth Management first reported a position in Empire State Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.