Morgan Stanley
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Morgan Stanley’s Empire State Realty Series ES ESBA Stock Holding History

Morgan Stanley’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427K Sell
84,669
-6,355
-7% -$37.4K ﹤0.01% 5556
2025
Q4 		$573K Buy
91,024
+14,893
+20% +$104K ﹤0.01% 5440
2025
Q3 		$566K Hold
76,131
– – ﹤0.01% 5449
2025
Q2 		$599K Buy
76,131
+12,296
+19% +$92.4K ﹤0.01% 5380
2025
Q1 		$495K Buy
63,835
+5,719
+10% +$50.9K ﹤0.01% 5328
2024
Q4 		$592K Sell
58,116
-2,999
-5% -$32K ﹤0.01% 5354
2024
Q3 		$647K Sell
61,115
-7,895
-11% -$81.1K ﹤0.01% 5278
2024
Q2 		$629K Sell
69,010
-2,500
-3% -$22.9K ﹤0.01% 5182
2024
Q1 		$713K Sell
71,510
-75,940
-52% -$739K ﹤0.01% 5142
2023
Q4 		$1.39M Buy
147,450
+63,226
+75% +$537K ﹤0.01% 5141
2023
Q3 		$674K Sell
84,224
-500
-0.6% -$4.09K ﹤0.01% 5012
2023
Q2 		$623K Buy
84,724
+6,896
+9% +$41.8K ﹤0.01% 5107
2023
Q1 		$504K Hold
77,828
– – ﹤0.01% 5246
2022
Q4 		$508K Sell
77,828
-5,000
-6% -$34.7K ﹤0.01% 5244
2022
Q3 		$531K Hold
82,828
– – ﹤0.01% 5239
2022
Q2 		$589K Hold
82,828
– – ﹤0.01% 5334
2022
Q1 		$811K Hold
82,828
– – ﹤0.01% 5117
2021
Q4 		$735K Buy
82,828
+5,000
+6% +$48.7K ﹤0.01% 5295
2021
Q3 		$782K Buy
77,828
+4,500
+6% +$48.4K ﹤0.01% 5213
2021
Q2 		$883K Sell
73,328
-4,200
-5% -$49.2K ﹤0.01% 5152
2021
Q1 		$859K Hold
77,528
– – ﹤0.01% 4825
2020
Q4 		$709K Hold
77,528
– – ﹤0.01% 4857
2020
Q3 		$471K Hold
77,528
– – ﹤0.01% 4683
2020
Q2 		$567K Sell
77,528
-1,800
-2% -$13.8K ﹤0.01% 4531
2020
Q1 		$707K Buy
79,328
+59,796
+306% +$729K ﹤0.01% 4178
2019
Q4 		$271K Buy
19,532
+8,603
+79% +$120K ﹤0.01% 5278
2019
Q3 		$154K Sell
10,929
-358
-3% -$5.04K ﹤0.01% 5261
2019
Q2 		$166K Sell
11,287
-1,500
-12% -$23.1K ﹤0.01% 5102
2019
Q1 		$205K Sell
12,787
-3,999
-24% -$61.2K ﹤0.01% 5047
2018
Q4 		$236K Buy
16,786
+5,363
+47% +$83.6K ﹤0.01% 5214
2018
Q3 		$192K Sell
11,423
-15,644
-58% -$266K ﹤0.01% 5470
2018
Q2 		$463K Buy
27,067
+9,519
+54% +$160K ﹤0.01% 5160
2018
Q1 		$295K Sell
17,548
-11,365
-39% -$205K ﹤0.01% 5288
2017
Q4 		$598K Sell
28,913
-10,755
-27% -$219K ﹤0.01% 4869
2017
Q3 		$811K Buy
39,668
+12,177
+44% +$249K ﹤0.01% 4568
2017
Q2 		$571K Sell
27,491
-7,500
-21% -$157K ﹤0.01% 4716
2017
Q1 		$726K Sell
34,991
-2,318
-6% -$47.5K ﹤0.01% 4609
2016
Q4 		$745K Sell
37,309
-16,080
-30% -$318K ﹤0.01% 4672
2016
Q3 		$1.11M Buy
53,389
+780
+1% +$16K ﹤0.01% 3954
2016
Q2 		$997K Sell
52,609
-16,406
-24% -$307K ﹤0.01% 3971
2016
Q1 		$1.21M Sell
69,015
-10,521
-13% -$173K ﹤0.01% 3774
2015
Q4 		$1.44M Buy
79,536
+8
+0% +$143 ﹤0.01% 3776
2015
Q3 		$1.36M Sell
79,528
-17,376
-18% -$297K ﹤0.01% 3849
2015
Q2 		$1.64M Sell
96,904
-37,093
-28% -$664K ﹤0.01% 3800
2015
Q1 		$2.49M Sell
133,997
-52,592
-28% -$948K ﹤0.01% 3395
2014
Q4 		$3.26M Sell
186,589
-235,397
-56% -$3.79M ﹤0.01% 3131
2014
Q3 		$6.23M Buy
421,986
+123,210
+41% +$1.95M ﹤0.01% 2450
2014
Q2 		$4.71M Buy
298,776
+281,879
+1,668% +$4.17M ﹤0.01% 2717
2014
Q1 		$237K Buy
16,897
+1,767
+12% +$24.8K ﹤0.01% 5037
2013
Q4 		$213K Buy
+15,130
New +$240K ﹤0.01% 4994

Other funds holding ESBA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley's ESBA Position: Q1 2026 in Review

Morgan Stanley reduced its Empire State Realty Series ES (ESBA) stake by 7% in Q1 2026, selling an estimated $37.4K and leaving 84,669 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #5556.

Morgan Stanley first reported a position in ESBA in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.23M in Q3 2014. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

  • Morgan Stanley held 84,669 shares of Empire State Realty Series ES worth $427K as of Q1 2026.
  • Morgan Stanley sold 6,355 Empire State Realty Series ES shares in Q1 2026, an estimated $37.4K.
  • Empire State Realty Series ES made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5556 holding.
  • Morgan Stanley first reported a position in Empire State Realty Series ES in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Empire State Realty Series ES position peaked at $6.23M in Q3 2014.
  • 38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.