RWP
ESRT icon

Ridgecrest Wealth Partners’s Empire State Realty Trust ESRT Stock Holding History

Ridgecrest Wealth Partners’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
2023
Q2 		– Sell
-11,180
Closed -$72.6K – 105
2023
Q1 		$72.6K Hold
11,180
– – 0.05% 94
2022
Q4 		$75.4K Hold
11,180
– – 0.06% 91
2022
Q3 		$73K Hold
11,180
– – 0.06% 93
2022
Q2 		$79K Hold
11,180
– – 0.06% 101
2022
Q1 		$110K Hold
11,180
– – 0.07% 104
2021
Q4 		$100K Hold
11,180
– – 0.05% 117
2021
Q3 		$112K Hold
11,180
– – 0.06% 111
2021
Q2 		$134K Hold
11,180
– – 0.08% 106
2021
Q1 		$124K Buy
+11,180
New +$116K 0.12% 89

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return