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
2025 Q4	$12.1K	Buy	+1,860	New	+$13.3K	﹤0.01%	1643

Other funds holding ESRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SageView Advisory Group's ESRT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Empire State Realty Trust (ESRT) in Q4 2025: 1,860 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings.

209 funds tracked by Wall St. Rank hold ESRT as of Q4 2025.

SageView Advisory Group held 1,860 shares of Empire State Realty Trust worth $12.1K as of Q4 2025.
Empire State Realty Trust was a new SageView Advisory Group position in Q4 2025.
Empire State Realty Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1643 holding.
209 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.