Steward Partners Investment Advisory’s Empire State Realty Trust ESRT Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-1,083	Closed	-$10.5K	–	3596
2023 Q4	$10.5K	Sell	1,083 -291	-21%	-$2.52K	﹤0.01%	2689
2023 Q3	$11K	Buy	1,374 +291	+27%	+$2.43K	﹤0.01%	2557
2023 Q2	$8.11K	Hold	1,083	–	–	﹤0.01%	2638
2023 Q1	$7.03K	Buy	+1,083	New	+$7.93K	﹤0.01%	2673
2019 Q4	–	Sell	-57	Closed	–	–	2626
2019 Q3	$0	Buy	57 +1	+2%	+$14	﹤0.01%	2655
2019 Q2	$0	Buy	+56	New	+$867	﹤0.01%	2628
2018 Q4	–	Sell	-55	Closed	-$1K	–	1169
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	2486
2018 Q2	$1K	Sell	55 -42	-43%	-$710	﹤0.01%	2338
2018 Q1	$1K	Buy	+97	New	+$1.76K	﹤0.01%	2128

Other funds holding ESRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Steward Partners Investment Advisory's ESRT Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Empire State Realty Trust (ESRT) in Q1 2024, closing a stake of 1,083 shares — an estimated $10.5K sold.

Steward Partners Investment Advisory first reported a position in ESRT in Q1 2018 and held it in 9 quarters. The position peaked at $11K in Q3 2023. 207 funds tracked by Wall St. Rank hold ESRT as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Empire State Realty Trust position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,083 Empire State Realty Trust shares in Q1 2024, an estimated $10.5K.
Steward Partners Investment Advisory first reported a position in Empire State Realty Trust in Q1 2018 and held it in 9 quarters.
Steward Partners Investment Advisory's Empire State Realty Trust position peaked at $11K in Q3 2023.
207 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.