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Monument Capital Management’s Empire State Realty Trust ESRT Stock Holding History

Monument Capital Management’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
2024
Q3 		– Sell
-45,843
Closed -$430K – 199
2024
Q2 		$430K Sell
45,843
-751
-2% -$7.01K 0.13% 117
2024
Q1 		$472K Sell
46,594
-2,014
-4% -$19.9K 0.14% 121
2023
Q4 		$471K Sell
48,608
-1,516
-3% -$13.1K 0.15% 116
2023
Q3 		$403K Buy
+50,124
New +$419K 0.14% 119

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Monument Capital Management's ESRT Position: Q3 2024 in Review

Monument Capital Management sold out of Empire State Realty Trust (ESRT) in Q3 2024, closing a stake of 45,843 shares — an estimated $430K sold.

Monument Capital Management first reported a position in ESRT in Q3 2023 and held it in 4 quarters. The position peaked at $472K in Q1 2024. 222 funds tracked by Wall St. Rank hold ESRT as of Q3 2024.

  • Monument Capital Management reported no remaining Empire State Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Monument Capital Management sold 45,843 Empire State Realty Trust shares in Q3 2024, an estimated $430K.
  • Monument Capital Management first reported a position in Empire State Realty Trust in Q3 2023 and held it in 4 quarters.
  • Monument Capital Management's Empire State Realty Trust position peaked at $472K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2024.

Based on Monument Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.