VSM Wealth Advisory’s Empire State Realty Trust ESRT Stock Holding History

VSM Wealth 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
2026 Q2	$2.71K	Hold	500	–	–	﹤0.01%	439
2026 Q1	$2.6K	Hold	500	–	–	﹤0.01%	435
2025 Q4	$3.26K	Hold	500	–	–	﹤0.01%	396
2025 Q3	$3.83K	Hold	500	–	–	﹤0.01%	388
2025 Q2	$4.04K	Hold	500	–	–	﹤0.01%	442
2025 Q1	$3.91K	Sell	500 -429	-46%	-$3.86K	﹤0.01%	422
2024 Q4	$9.59K	Buy	+929	New	+$10.1K	﹤0.01%	342

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

VSM Wealth Advisory's ESRT Position: Q2 2026 in Review

VSM Wealth Advisory held its Empire State Realty Trust (ESRT) position steady in Q2 2026 at 500 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

VSM Wealth Advisory first reported a position in ESRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.59K in Q4 2024. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

VSM Wealth Advisory held 500 shares of Empire State Realty Trust worth $2.71K as of Q2 2026.
VSM Wealth Advisory left its Empire State Realty Trust share count unchanged in Q2 2026.
Empire State Realty Trust made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #439 holding.
VSM Wealth Advisory first reported a position in Empire State Realty Trust in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Empire State Realty Trust position peaked at $9.59K in Q4 2024.
228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.