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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's ESRT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Empire State Realty Trust (ESRT) position steady in Q1 2026 at 250 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Medallion Wealth Advisors first reported a position in ESRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58K in Q4 2024. 222 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • Medallion Wealth Advisors held 250 shares of Empire State Realty Trust worth $1.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Empire State Realty Trust share count unchanged in Q1 2026.
  • Empire State Realty Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1037 holding.
  • Medallion Wealth Advisors first reported a position in Empire State Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Empire State Realty Trust position peaked at $2.58K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.