TIAA Trust, National Association’s Empire State Realty Series ES ESBA Stock Holding History

TIAA Trust, National Association’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	–	Sell	-12,797	Closed	-$80.6K	–	473
2025 Q4	$80.6K	Hold	12,797	–	–	﹤0.01%	674
2025 Q3	$95.2K	Hold	12,797	–	–	﹤0.01%	679
2025 Q2	$101K	Sell	12,797 -16,862	-57%	-$127K	﹤0.01%	632
2025 Q1	$230K	Hold	29,659	–	–	﹤0.01%	595
2024 Q4	$302K	Sell	29,659 -4,586	-13%	-$48.9K	﹤0.01%	543
2024 Q3	$362K	Hold	34,245	–	–	﹤0.01%	503
2024 Q2	$312K	Hold	34,245	–	–	﹤0.01%	508
2024 Q1	$341K	Hold	34,245	–	–	﹤0.01%	490
2023 Q4	$322K	Sell	34,245 -8,603	-20%	-$73.1K	﹤0.01%	482
2023 Q3	$343K	Buy	+42,848	New	+$351K	﹤0.01%	466

Other funds holding ESBA

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TIAA Trust, National Association's ESBA Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Empire State Realty Series ES (ESBA) in Q1 2026, closing a stake of 12,797 shares — an estimated $80.6K sold.

TIAA Trust, National Association first reported a position in ESBA in Q3 2023 and held it in 10 quarters. The position peaked at $362K in Q3 2024. 38 funds tracked by Wall St. Rank hold ESBA as of Q1 2026.

TIAA Trust, National Association reported no remaining Empire State Realty Series ES position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 12,797 Empire State Realty Series ES shares in Q1 2026, an estimated $80.6K.
TIAA Trust, National Association first reported a position in Empire State Realty Series ES in Q3 2023 and held it in 10 quarters.
TIAA Trust, National Association's Empire State Realty Series ES position peaked at $362K in Q3 2024.
38 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.