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LPL Financial’s
Empire State Realty Trust
ESRT
Stock Holding History
LPL Financial’s Portfolio
ESRT Stock Details
ESRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-15,769
Closed
-$160K
–
5057
2024
Q1
$160K
Sell
15,769
-767
-5%
-$7.56K
﹤0.01%
4554
2023
Q4
$160K
Sell
16,536
-3,251
-16%
-$28.2K
﹤0.01%
4449
2023
Q3
$159K
Sell
19,787
-753
-4%
-$6.29K
﹤0.01%
4311
2023
Q2
$154K
Buy
20,540
+301
+1%
+$1.9K
﹤0.01%
4233
2023
Q1
$131K
Buy
20,239
+5,067
+33%
+$37.1K
﹤0.01%
4152
2022
Q4
$102K
Sell
15,172
-245
-2%
-$1.73K
﹤0.01%
4159
2022
Q3
$101K
Buy
15,417
+241
+2%
+$1.79K
﹤0.01%
4106
2022
Q2
$107K
Sell
15,176
-346
-2%
-$2.81K
﹤0.01%
4113
2022
Q1
$152K
Buy
15,522
+101
+0.7%
+$951
﹤0.01%
3895
2021
Q4
$137K
Sell
15,421
-14
-0.1%
-$138
﹤0.01%
4067
2021
Q3
$155K
Sell
15,435
-339
-2%
-$3.66K
﹤0.01%
4056
2021
Q2
$189K
Buy
15,774
+658
+4%
+$7.74K
﹤0.01%
3917
2021
Q1
$168K
Buy
15,116
+43
+0.3%
+$448
﹤0.01%
3815
2020
Q4
$140K
Buy
15,073
+1,763
+13%
+$13.9K
﹤0.01%
3620
2020
Q3
$81K
Buy
+13,310
New
+$86.4K
﹤0.01%
3399
Other funds holding ESRT
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SAM
Southeastern Asset Management
Memphis, Tennessee
$2.03B AUM
7.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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