Creative Planning
ESRT icon

Creative Planning’s Empire State Realty Trust ESRT Stock Holding History

Creative Planning’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
Q1 		$198K Buy
38,042
+22,577
+146% +$136K ﹤0.01% 3739
2025
Q4 		$101K Sell
15,465
-7,519
-33% -$53.7K ﹤0.01% 3716
2025
Q3 		$176K Sell
22,984
-23,532
-51% -$180K ﹤0.01% 3536
2025
Q2 		$376K Buy
+46,516
New +$356K ﹤0.01% 2707
2025
Q1 		– Sell
-13,677
Closed -$141K – 3541
2024
Q4 		$141K Buy
13,677
+1,079
+9% +$11.7K ﹤0.01% 3082
2024
Q3 		$140K Buy
12,598
+2,145
+21% +$22.4K ﹤0.01% 2952
2024
Q2 		$98K Sell
10,453
-471
-4% -$4.4K ﹤0.01% 2841
2024
Q1 		$111K Buy
+10,924
New +$108K ﹤0.01% 2689
2017
Q3 		– Sell
-151
Closed -$3K – 2435
2017
Q2 		$3K Hold
151
– – ﹤0.01% 4175
2017
Q1 		$3K Sell
151
-24
-14% -$496 ﹤0.01% 4151
2016
Q4 		$4K Hold
175
– – ﹤0.01% 4041
2016
Q3 		$4K Sell
175
-83
-32% -$1.72K ﹤0.01% 3966
2016
Q2 		$5K Hold
258
– – ﹤0.01% 3632
2016
Q1 		$5K Buy
258
+83
+47% +$1.37K ﹤0.01% 3574
2015
Q4 		$3K Sell
175
-70
-29% -$1.26K ﹤0.01% 3898
2015
Q3 		$4K Buy
+245
New +$4.21K ﹤0.01% 3703
2015
Q2 		– Sell
-275
Closed -$5K – 1675
2015
Q1 		$5K Buy
275
+100
+57% +$1.81K ﹤0.01% 3522
2014
Q4 		$3K Sell
175
-48
-22% -$782 ﹤0.01% 3694
2014
Q3 		$3K Buy
223
+48
+27% +$777 ﹤0.01% 3509
2014
Q2 		$3K Hold
175
– – ﹤0.01% 3394
2014
Q1 		$3K Sell
175
-25
-13% -$372 ﹤0.01% 3251
2013
Q4 		$3K Buy
+200
New +$2.83K ﹤0.01% 2992

Other funds holding ESRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ESRT Position: Q1 2026 in Review

Creative Planning increased its Empire State Realty Trust (ESRT) stake by 146% in Q1 2026, buying an estimated $136K and bringing the position to 38,042 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3739.

Creative Planning first reported a position in ESRT in Q4 2013 and has held it in 22 quarters since. The position peaked at $376K in Q2 2025. 221 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • Creative Planning held 38,042 shares of Empire State Realty Trust worth $198K as of Q1 2026.
  • Creative Planning bought 22,577 Empire State Realty Trust shares in Q1 2026, an estimated $136K.
  • Empire State Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3739 holding.
  • Creative Planning first reported a position in Empire State Realty Trust in Q4 2013 and has held it in 22 quarters since.
  • Creative Planning's Empire State Realty Trust position peaked at $376K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

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