Merit Financial Group’s Empire State Realty Trust ESRT Stock Holding History

Merit Financial Group’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	$85K	Buy	+15,708	New	+$85.4K	﹤0.01%	2241

Other funds holding ESRT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's ESRT Position: Q2 2026 in Review

Merit Financial Group opened a new position in Empire State Realty Trust (ESRT) in Q2 2026: 15,708 shares worth $85K. The stake represents ﹤0.01% of the portfolio and ranks #2241 among its holdings.

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

Merit Financial Group held 15,708 shares of Empire State Realty Trust worth $85K as of Q2 2026.
Empire State Realty Trust was a new Merit Financial Group position in Q2 2026.
Empire State Realty Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2241 holding.
14 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.