Creative Planning’s Empire State Realty Series ES ESBA Stock Holding History

Creative Planning’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	$88K	Hold	17,463	–	–	﹤0.01%	3926
2025 Q4	$110K	Sell	17,463 -514	-3%	-$3.59K	﹤0.01%	3697
2025 Q3	$134K	Hold	17,977	–	–	﹤0.01%	3617
2025 Q2	$141K	Hold	17,977	–	–	﹤0.01%	3349
2025 Q1	$140K	Hold	17,977	–	–	﹤0.01%	3181
2024 Q4	$183K	Hold	17,977	–	–	﹤0.01%	2998
2024 Q3	$190K	Hold	17,977	–	–	﹤0.01%	2857
2024 Q2	$164K	Hold	17,977	–	–	﹤0.01%	2732
2024 Q1	$179K	Hold	17,977	–	–	﹤0.01%	2598
2023 Q4	$169K	Hold	17,977	–	–	﹤0.01%	2480
2023 Q3	$144K	Hold	17,977	–	–	﹤0.01%	2327
2023 Q2	$132K	Hold	17,977	–	–	﹤0.01%	2302
2023 Q1	$116K	Hold	17,977	–	–	﹤0.01%	2229
2022 Q4	$117K	Buy	17,977 +5,621	+45%	+$39K	﹤0.01%	2123
2022 Q3	$79K	Hold	12,356	–	–	﹤0.01%	2067
2022 Q2	$88K	Hold	12,356	–	–	﹤0.01%	1986
2022 Q1	$121K	Hold	12,356	–	–	﹤0.01%	1973
2021 Q4	$110K	Hold	12,356	–	–	﹤0.01%	1945
2021 Q3	$124K	Hold	12,356	–	–	﹤0.01%	1921
2021 Q2	$149K	Hold	12,356	–	–	﹤0.01%	1836
2021 Q1	$137K	Hold	12,356	–	–	﹤0.01%	2184
2020 Q4	$113K	Hold	12,356	–	–	﹤0.01%	2012
2020 Q3	$75K	Hold	12,356	–	–	﹤0.01%	1865
2020 Q2	$90K	Hold	12,356	–	–	﹤0.01%	1680
2020 Q1	$110K	Hold	12,356	–	–	﹤0.01%	1507
2019 Q4	$172K	Hold	12,356	–	–	﹤0.01%	1667
2019 Q3	$176K	Hold	12,356	–	–	﹤0.01%	1635
2019 Q2	$183K	Hold	12,356	–	–	﹤0.01%	1641
2019 Q1	$197K	Hold	12,356	–	–	﹤0.01%	1590
2018 Q4	$175K	Hold	12,356	–	–	﹤0.01%	1533
2018 Q3	$206K	Sell	12,356 -3,350	-21%	-$57K	﹤0.01%	1660
2018 Q2	$268K	Hold	15,706	–	–	﹤0.01%	1434
2018 Q1	$263K	Hold	15,706	–	–	﹤0.01%	1426
2017 Q4	$325K	Hold	15,706	–	–	﹤0.01%	1316
2017 Q3	$321K	Hold	15,706	–	–	﹤0.01%	1295
2017 Q2	$326K	Hold	15,706	–	–	﹤0.01%	1239
2017 Q1	$326K	Hold	15,706	–	–	﹤0.01%	1213
2016 Q4	$314K	Sell	15,706 -1,500	-9%	-$29.6K	﹤0.01%	1165
2016 Q3	$359K	Hold	17,206	–	–	﹤0.01%	1076
2016 Q2	$326K	Buy	+17,206	New	+$322K	﹤0.01%	992

Other funds holding ESBA

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 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning's ESBA Position: Q1 2026 in Review

Creative Planning held its Empire State Realty Series ES (ESBA) position steady in Q1 2026 at 17,463 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Creative Planning first reported a position in ESBA in Q2 2016 and has held it in 40 quarters since. The position peaked at $359K in Q3 2016. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

Creative Planning held 17,463 shares of Empire State Realty Series ES worth $88K as of Q1 2026.
Creative Planning left its Empire State Realty Series ES share count unchanged in Q1 2026.
Empire State Realty Series ES made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3926 holding.
Creative Planning first reported a position in Empire State Realty Series ES in Q2 2016 and has held it in 40 quarters since.
Creative Planning's Empire State Realty Series ES position peaked at $359K in Q3 2016.
38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.