TWD
ESRT icon

True Wealth Design’s Empire State Realty Trust ESRT Stock Holding History

True Wealth Design’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 		$2.26K Buy
417
+214
+105% +$1.16K ﹤0.01% 1638
2026
Q1 		$1.06K Buy
+203
New +$1.22K ﹤0.01% 1786
2025
Q2 		– Sell
-25
Closed -$196 – 2658
2025
Q1 		$196 Buy
+25
New +$225 ﹤0.01% 1973

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Vanguard Portfolio Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

True Wealth Design's ESRT Position: Q2 2026 in Review

True Wealth Design increased its Empire State Realty Trust (ESRT) stake by 105% in Q2 2026, buying an estimated $1.16K and bringing the position to 417 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

True Wealth Design first reported a position in ESRT in Q1 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • True Wealth Design held 417 shares of Empire State Realty Trust worth $2.26K as of Q2 2026.
  • True Wealth Design bought 214 Empire State Realty Trust shares in Q2 2026, an estimated $1.16K.
  • Empire State Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1638 holding.
  • True Wealth Design first reported a position in Empire State Realty Trust in Q1 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.