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SageView Advisory Group’s Empire State Realty Trust ESRT Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,860
Closed -$12.1K – 1165
2025
Q4 		$12.1K Buy
+1,860
New +$13.3K ﹤0.01% 1643

Other funds holding ESRT

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's ESRT Position: Q1 2026 in Review

SageView Advisory Group sold out of Empire State Realty Trust (ESRT) in Q1 2026, closing a stake of 1,860 shares — an estimated $12.1K sold.

SageView Advisory Group first reported a position in ESRT in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 222 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • SageView Advisory Group reported no remaining Empire State Realty Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,860 Empire State Realty Trust shares in Q1 2026, an estimated $12.1K.
  • SageView Advisory Group first reported a position in Empire State Realty Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Empire State Realty Trust position peaked at $12.1K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.