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Medallion Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

Medallion Wealth Advisors’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
-250
Closed -$1.3K – 1247
2026
Q1 		$1.3K Hold
250
– – ﹤0.01% 1037
2025
Q4 		$1.63K Hold
250
– – ﹤0.01% 1011
2025
Q3 		$1.92K Hold
250
– – ﹤0.01% 985
2025
Q2 		$2.04K Hold
250
– – ﹤0.01% 954
2025
Q1 		$1.95K Hold
250
– – ﹤0.01% 924
2024
Q4 		$2.58K Buy
+250
New +$2.71K ﹤0.01% 830

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

Medallion Wealth Advisors's ESRT Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Empire State Realty Trust (ESRT) in Q2 2026, closing a stake of 250 shares — an estimated $1.3K sold.

Medallion Wealth Advisors first reported a position in ESRT in Q4 2024 and held it in 6 quarters. The position peaked at $2.58K in Q4 2024. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Empire State Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 250 Empire State Realty Trust shares in Q2 2026, an estimated $1.3K.
  • Medallion Wealth Advisors first reported a position in Empire State Realty Trust in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Empire State Realty Trust position peaked at $2.58K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.