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 Q2	$5.49K	Buy	1,014 +638	+170%	+$3.47K	﹤0.01%	3239
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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

EverSource Wealth Advisors's ESRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Empire State Realty Trust (ESRT) stake by 170% in Q2 2026, buying an estimated $3.47K and bringing the position to 1,014 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

EverSource Wealth Advisors first reported a position in ESRT in Q3 2022 and has held it in 9 quarters since. The position peaked at $11.8K in Q2 2025. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

EverSource Wealth Advisors held 1,014 shares of Empire State Realty Trust worth $5.49K as of Q2 2026.
EverSource Wealth Advisors bought 638 Empire State Realty Trust shares in Q2 2026, an estimated $3.47K.
Empire State Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3239 holding.
EverSource Wealth Advisors first reported a position in Empire State Realty Trust in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Empire State Realty Trust position peaked at $11.8K in Q2 2025.
228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.