IFP Advisors’s Empire State Realty Trust ESRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59K	Buy	498 +369	+286%	+$2.22K	﹤0.01%	3857
2025 Q4	$841	Buy	129 +75	+139%	+$535	﹤0.01%	4123
2025 Q3	$414	Buy	+54	New	+$413	﹤0.01%	4236
2025 Q2	–	Hold	0	–	–	–	3836
2023 Q3	–	Sell	-36	Closed	-$270	–	3380
2023 Q2	$270	Hold	36	–	–	﹤0.01%	3284
2023 Q1	$616	Hold	36	–	–	﹤0.01%	3161
2022 Q4	$1K	Sell	36 -219	-86%	-$1.54K	﹤0.01%	4331
2022 Q3	$5K	Sell	255 -15	-6%	-$111	﹤0.01%	4021
2022 Q2	$5K	Hold	270	–	–	﹤0.01%	3771
2022 Q1	$5K	Buy	270 +121	+81%	+$1.14K	﹤0.01%	3771
2021 Q4	$1K	Sell	149 -21	-12%	-$207	﹤0.01%	2989
2021 Q3	$2K	Hold	170	–	–	﹤0.01%	2836
2021 Q2	$2K	Hold	170	–	–	﹤0.01%	2731
2021 Q1	$2K	Hold	170	–	–	﹤0.01%	2659
2020 Q4	$1K	Buy	170 +149	+710%	+$1.18K	﹤0.01%	2748
2020 Q3	$0	Sell	21 -226	-91%	-$1.47K	﹤0.01%	3164
2020 Q2	$2K	Buy	247 +226	+1,076%	+$1.74K	﹤0.01%	2375
2020 Q1	$0	Hold	21	–	–	﹤0.01%	3050
2019 Q4	$0	Hold	21	–	–	﹤0.01%	3078
2019 Q3	$0	Buy	+21	New	+$297	﹤0.01%	3254
2019 Q1	$0	Sell	21 -100	-83%	-$1.54K	﹤0.01%	2664
2018 Q4	$2K	Hold	121	–	–	﹤0.01%	3145
2018 Q3	$2K	Hold	121	–	–	﹤0.01%	3532
2018 Q2	$2K	Hold	121	–	–	﹤0.01%	3573
2018 Q1	$2K	Hold	121	–	–	﹤0.01%	3490
2017 Q4	$2K	Sell	121 -100	-45%	-$2.05K	﹤0.01%	3541
2017 Q3	$5K	Buy	221 +92	+71%	+$1.88K	﹤0.01%	3382
2017 Q2	$3K	Buy	129 +32	+33%	+$673	﹤0.01%	3601
2017 Q1	$2K	Buy	97 +48	+98%	+$992	﹤0.01%	3637
2016 Q4	$1K	Sell	49 -119	-71%	-$2.36K	﹤0.01%	3769
2016 Q3	$4K	Buy	168 +28	+20%	+$579	﹤0.01%	3317
2016 Q2	$3K	Buy	140 +119	+567%	+$2.23K	﹤0.01%	3330
2016 Q1	$0	Sell	21 -119	-85%	-$1.97K	﹤0.01%	2678
2015 Q4	$3K	Buy	+140	New	+$2.51K	﹤0.01%	3171