Integrated Wealth Concepts’s Empire State Realty Trust ESRT Stock Holding History

Integrated Wealth Concepts’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	$19.5K	Buy	+3,596	New	+$19.6K	﹤0.01%	4116

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

Integrated Wealth Concepts's ESRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Empire State Realty Trust (ESRT) in Q2 2026: 3,596 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #4116 among its holdings.

227 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Integrated Wealth Concepts held 3,596 shares of Empire State Realty Trust worth $19.5K as of Q2 2026.
Empire State Realty Trust was a new Integrated Wealth Concepts position in Q2 2026.
Empire State Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4116 holding.
227 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.