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Custom Index Systems’s Empire State Realty Trust ESRT Stock Holding History

Custom Index Systems’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
Q1 		– Sell
-19,292
Closed -$199K – 304
2024
Q4 		$199K Buy
19,292
+2,845
+17% +$30.8K 0.11% 245
2024
Q3 		$182K Buy
+16,447
New +$172K 0.1% 233

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Custom Index Systems's ESRT Position: Q1 2025 in Review

Custom Index Systems sold out of Empire State Realty Trust (ESRT) in Q1 2025, closing a stake of 19,292 shares — an estimated $199K sold.

Custom Index Systems first reported a position in ESRT in Q3 2024 and held it in 2 quarters. The position peaked at $199K in Q4 2024. 235 funds tracked by Wall St. Rank hold ESRT as of Q1 2025.

  • Custom Index Systems reported no remaining Empire State Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 19,292 Empire State Realty Trust shares in Q1 2025, an estimated $199K.
  • Custom Index Systems first reported a position in Empire State Realty Trust in Q3 2024 and held it in 2 quarters.
  • Custom Index Systems's Empire State Realty Trust position peaked at $199K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.