WAM
ESRT icon

Wealthspire Advisors (Maryland)’s Empire State Realty Trust ESRT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-6
Closed – – 934
2019
Q1 		$0 Hold
6
– – ﹤0.01% 2503
2018
Q4 		$0 Sell
6
-48
-89% -$751 ﹤0.01% 2464
2018
Q3 		$1K Hold
54
– – ﹤0.01% 2274
2018
Q2 		$1K Sell
54
-147
-73% -$2.48K ﹤0.01% 2300
2018
Q1 		$3K Buy
201
+172
+593% +$3.11K ﹤0.01% 2011
2017
Q4 		$1K Buy
29
+23
+383% +$471 ﹤0.01% 2268
2017
Q3 		$0 Sell
6
-111
-95% -$2.27K ﹤0.01% 2307
2017
Q2 		$2K Sell
117
-5
-4% -$105 ﹤0.01% 1979
2017
Q1 		$3K Hold
122
– – ﹤0.01% 1618
2016
Q4 		$2K Buy
122
+11
+10% +$218 ﹤0.01% 1547
2016
Q3 		$6K Buy
+111
New +$2.29K ﹤0.01% 1354
2015
Q4 		– Hold
0
– – – 1612

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESRT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Empire State Realty Trust (ESRT) in Q2 2019, closing a stake of 6 shares.

Wealthspire Advisors (Maryland) first reported a position in ESRT in Q3 2016 and held it in 11 quarters. The position peaked at $6K in Q3 2016. 191 funds tracked by Wall St. Rank hold ESRT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Empire State Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 Empire State Realty Trust shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Empire State Realty Trust in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Empire State Realty Trust position peaked at $6K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.