Key Financial Inc’s Empire State Realty Trust ESRT Stock Holding History

Key Financial 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 Q2	–	Sell	-159	Closed	-$827	–	1376
2026 Q1	$827	Hold	159	–	–	﹤0.01%	1266
2025 Q4	$1.04K	Hold	159	–	–	﹤0.01%	1253
2025 Q3	$1.22K	Hold	159	–	–	﹤0.01%	1247
2025 Q2	$1.29K	Hold	159	–	–	﹤0.01%	1242
2025 Q1	$1.24K	Hold	159	–	–	﹤0.01%	1201
2024 Q4	$1.64K	Hold	159	–	–	﹤0.01%	1172
2024 Q3	$1.76K	Hold	159	–	–	﹤0.01%	1130
2024 Q2	$1.49K	Hold	159	–	–	﹤0.01%	1139
2024 Q1	$1.61K	Hold	159	–	–	﹤0.01%	1124
2023 Q4	$1.54K	Hold	159	–	–	﹤0.01%	1131
2023 Q3	$1.28K	Hold	159	–	–	﹤0.01%	1158
2023 Q2	$1.19K	Hold	159	–	–	﹤0.01%	1221
2023 Q1	$1.03K	Hold	159	–	–	﹤0.01%	1029
2022 Q4	$1.04K	Hold	159	–	–	﹤0.01%	1030
2022 Q3	$1K	Hold	159	–	–	﹤0.01%	1020
2022 Q2	$1K	Hold	159	–	–	﹤0.01%	1007
2022 Q1	$2K	Hold	159	–	–	﹤0.01%	919
2021 Q4	$1K	Hold	159	–	–	﹤0.01%	883
2021 Q3	$2K	Buy	+159	New	+$1.72K	﹤0.01%	799

Other funds holding ESRT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

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

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

Key Financial Inc's ESRT Position: Q2 2026 in Review

Key Financial Inc sold out of Empire State Realty Trust (ESRT) in Q2 2026, closing a stake of 159 shares — an estimated $827 sold.

Key Financial Inc first reported a position in ESRT in Q3 2021 and held it in 19 quarters. The position peaked at $2K in Q1 2022. 230 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Key Financial Inc reported no remaining Empire State Realty Trust position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 159 Empire State Realty Trust shares in Q2 2026, an estimated $827.
Key Financial Inc first reported a position in Empire State Realty Trust in Q3 2021 and held it in 19 quarters.
Key Financial Inc's Empire State Realty Trust position peaked at $2K in Q1 2022.
230 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.