Tobias Financial Advisors’s Empire State Realty Trust ESRT Stock Holding History

Tobias Financial Advisors’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 Q2	$76.8K	Hold	14,188	–	–	0.01%	147
2026 Q1	$73.8K	Hold	14,188	–	–	0.01%	141
2025 Q4	$92.5K	Hold	14,188	–	–	0.01%	144
2025 Q3	$109K	Hold	14,188	–	–	0.02%	130
2025 Q2	$115K	Hold	14,188	–	–	0.02%	120
2025 Q1	$111K	Hold	14,188	–	–	0.02%	112
2024 Q4	$146K	Hold	14,188	–	–	0.03%	109
2024 Q3	$157K	Hold	14,188	–	–	0.03%	104
2024 Q2	$133K	Hold	14,188	–	–	0.03%	100
2024 Q1	$144K	Hold	14,188	–	–	0.03%	98
2023 Q4	$137K	Hold	14,188	–	–	0.03%	93
2023 Q3	$114K	Hold	14,188	–	–	0.03%	86
2023 Q2	$106K	Hold	14,188	–	–	0.03%	92
2023 Q1	$92.1K	Hold	14,188	–	–	0.03%	80
2022 Q4	$95.6K	Hold	14,188	–	–	0.03%	75
2022 Q3	$93K	Hold	14,188	–	–	0.03%	76
2022 Q2	$100K	Hold	14,188	–	–	0.03%	77
2022 Q1	$139K	Buy	+14,188	New	+$134K	0.05%	67
2021 Q4	–	Sell	-14,188	Closed	-$142K	–	81
2021 Q3	$142K	Hold	14,188	–	–	0.05%	62
2021 Q2	$170K	Hold	14,188	–	–	0.07%	60
2021 Q1	$158K	Hold	14,188	–	–	0.07%	62
2020 Q4	$132K	Hold	14,188	–	–	0.06%	60
2020 Q3	$87K	Hold	14,188	–	–	0.05%	63
2020 Q2	$99K	Hold	14,188	–	–	0.06%	59
2020 Q1	$127K	Hold	14,188	–	–	0.09%	51
2019 Q4	$198K	Buy	+14,188	New	+$199K	0.13%	51

Other funds holding ESRT

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Tobias Financial Advisors's ESRT Position: Q2 2026 in Review

Tobias Financial Advisors held its Empire State Realty Trust (ESRT) position steady in Q2 2026 at 14,188 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #147.

Tobias Financial Advisors first reported a position in ESRT in Q4 2019 and has held it in 26 quarters since. The position peaked at $198K in Q4 2019. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Tobias Financial Advisors held 14,188 shares of Empire State Realty Trust worth $76.8K as of Q2 2026.
Tobias Financial Advisors left its Empire State Realty Trust share count unchanged in Q2 2026.
Empire State Realty Trust made up 0.01% of Tobias Financial Advisors's portfolio in Q2 2026, its #147 holding.
Tobias Financial Advisors first reported a position in Empire State Realty Trust in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's Empire State Realty Trust position peaked at $198K in Q4 2019.
228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.