Wealth Enhancement Advisory Services
ESRT icon

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

Wealth Enhancement Advisory Services’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
Q3 		$165K Sell
35,983
-10,473
-23% -$50.7K ﹤0.01% 3810
2026
Q2 		$252K Buy
+46,456
New +$253K ﹤0.01% 3371

Other funds holding ESRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vert Asset Management
Vert Asset Management Sausalito, California $338M AUM 6.94% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Empire State Realty Trust (ESRT) stake by 23% in Q3 2026, selling an estimated $50.7K and leaving 35,983 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

Wealth Enhancement Advisory Services first reported a position in ESRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $252K in Q2 2026. 40 funds tracked by Wall St. Rank hold ESRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 35,983 shares of Empire State Realty Trust worth $165K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 10,473 Empire State Realty Trust shares in Q3 2026, an estimated $50.7K.
  • Empire State Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3810 holding.
  • Wealth Enhancement Advisory Services first reported a position in Empire State Realty Trust in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Empire State Realty Trust position peaked at $252K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.