Essential Partners’s Empire State Realty Trust ESRT Stock Holding History

Essential Partners’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 Q3	$4.34K	Sell	1,076 -2,255	-68%	-$10.9K	﹤0.01%	1580
2026 Q2	$18K	Buy	3,331 +2,566	+335%	+$14K	0.01%	949
2026 Q1	$3.98K	Buy	765 +631	+471%	+$3.79K	﹤0.01%	1692
2025 Q4	$874	Buy	134 +75	+127%	+$535	﹤0.01%	2073
2025 Q3	$452	Buy	59 +23	+64%	+$176	﹤0.01%	2232
2025 Q2	$291	Buy	+36	New	+$276	﹤0.01%	1851

Other funds holding ESRT

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Essential Partners's ESRT Position: Q3 2026 in Review

Essential Partners reduced its Empire State Realty Trust (ESRT) stake by 68% in Q3 2026, selling an estimated $10.9K and leaving 1,076 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Essential Partners first reported a position in ESRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $18K in Q2 2026. 12 funds tracked by Wall St. Rank hold ESRT as of Q3 2026.

Essential Partners held 1,076 shares of Empire State Realty Trust worth $4.34K as of Q3 2026.
Essential Partners sold 2,255 Empire State Realty Trust shares in Q3 2026, an estimated $10.9K.
Empire State Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1580 holding.
Essential Partners first reported a position in Empire State Realty Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Empire State Realty Trust position peaked at $18K in Q2 2026.
12 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.