BFC Planning, Inc.’s Empire State Realty Trust ESRT Stock Holding History

BFC Planning, Inc.’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	–	Sell	-2,000	Closed	-$10.8K	–	3514
2026 Q2	$10.8K	Hold	2,000	–	–	﹤0.01%	2330
2026 Q1	$10.4K	Hold	2,000	–	–	﹤0.01%	2031
2025 Q4	$13K	Hold	2,000	–	–	﹤0.01%	1950
2025 Q3	$15.3K	Hold	2,000	–	–	﹤0.01%	1706
2025 Q2	$16.2K	Hold	2,000	–	–	﹤0.01%	1593
2025 Q1	$15.6K	Hold	2,000	–	–	﹤0.01%	1573
2024 Q4	$20.6K	Hold	2,000	–	–	﹤0.01%	1447
2024 Q3	$22.2K	Buy	+2,000	New	+$20.9K	﹤0.01%	1404

Other funds holding ESRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

BFC Planning, Inc.'s ESRT Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Empire State Realty Trust (ESRT) in Q3 2026, closing a stake of 2,000 shares — an estimated $10.8K sold.

BFC Planning, Inc. first reported a position in ESRT in Q3 2024 and held it in 8 quarters. The position peaked at $22.2K in Q3 2024. 178 funds tracked by Wall St. Rank hold ESRT as of Q3 2026.

BFC Planning, Inc. reported no remaining Empire State Realty Trust position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 2,000 Empire State Realty Trust shares in Q3 2026, an estimated $10.8K.
BFC Planning, Inc. first reported a position in Empire State Realty Trust in Q3 2024 and held it in 8 quarters.
BFC Planning, Inc.'s Empire State Realty Trust position peaked at $22.2K in Q3 2024.
178 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.