EverSource Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

EverSource Wealth Advisors’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	$1.96K	Sell	376 -178	-32%	-$1.07K	﹤0.01%	3650
2025 Q4	$3.61K	Sell	554 -658	-54%	-$4.7K	﹤0.01%	3252
2025 Q3	$9.28K	Sell	1,212 -242	-17%	-$1.85K	﹤0.01%	2861
2025 Q2	$11.8K	Buy	+1,454	New	+$11.1K	﹤0.01%	2700
2023 Q3	–	Sell	-24	Closed	-$180	–	2553
2023 Q2	$180	Hold	24	–	–	﹤0.01%	2425
2023 Q1	$156	Hold	24	–	–	﹤0.01%	2315
2022 Q4	$162	Hold	24	–	–	﹤0.01%	2264
2022 Q3	$0	Buy	+24	New	+$178	﹤0.01%	2008

Other funds holding ESRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's ESRT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Empire State Realty Trust (ESRT) stake by 32% in Q1 2026, selling an estimated $1.07K and leaving 376 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

EverSource Wealth Advisors first reported a position in ESRT in Q3 2022 and has held it in 8 quarters since. The position peaked at $11.8K in Q2 2025. 221 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

EverSource Wealth Advisors held 376 shares of Empire State Realty Trust worth $1.96K as of Q1 2026.
EverSource Wealth Advisors sold 178 Empire State Realty Trust shares in Q1 2026, an estimated $1.07K.
Empire State Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3650 holding.
EverSource Wealth Advisors first reported a position in Empire State Realty Trust in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Empire State Realty Trust position peaked at $11.8K in Q2 2025.
221 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.