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GeoWealth Management’s Empire State Realty Trust ESRT Stock Holding History

GeoWealth Management’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 		$372K Buy
+68,717
New +$374K 0.01% 584
2025
Q3 		– Sell
-26,022
Closed -$211K – 897
2025
Q2 		$211K Sell
26,022
-16,487
-39% -$126K 0.01% 645
2025
Q1 		$332K Sell
42,509
-146
-0.3% -$1.31K 0.01% 518
2024
Q4 		$440K Buy
42,655
+4,105
+11% +$44.5K 0.01% 498
2024
Q3 		$427K Buy
38,550
+64
+0.2% +$668 0.02% 495
2024
Q2 		$361K Buy
38,486
+1,077
+3% +$10.1K 0.02% 525
2024
Q1 		$379K Buy
+37,409
New +$369K 0.01% 506

Other funds holding ESRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

GeoWealth Management's ESRT Position: Q2 2026 in Review

GeoWealth Management opened a new position in Empire State Realty Trust (ESRT) in Q2 2026: 68,717 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in ESRT as recently as Q2 2025.

GeoWealth Management first reported a position in ESRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $440K in Q4 2024. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • GeoWealth Management held 68,717 shares of Empire State Realty Trust worth $372K as of Q2 2026.
  • Empire State Realty Trust was a new GeoWealth Management position in Q2 2026.
  • Empire State Realty Trust made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #584 holding.
  • GeoWealth Management first reported a position in Empire State Realty Trust in Q1 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Empire State Realty Trust position peaked at $440K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.