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Wealthstream Advisors’s Empire State Realty Trust ESRT Stock Holding History

Wealthstream 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
2025
Q3 		$77.7K Sell
10,142
-1,449
-13% -$11.1K 0.01% 196
2025
Q2 		$93.8K Buy
+11,591
New +$88.7K 0.02% 177

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthstream Advisors's ESRT Position: Q3 2025 in Review

Wealthstream Advisors reduced its Empire State Realty Trust (ESRT) stake by 13% in Q3 2025, selling an estimated $11.1K and leaving 10,142 shares worth $77.7K. The position accounts for 0.01% of the portfolio, ranked #196.

Wealthstream Advisors first reported a position in ESRT in Q2 2025 and has held it in 2 quarters since. The position peaked at $93.8K in Q2 2025. 219 funds tracked by Wall St. Rank hold ESRT as of Q3 2025.

  • Wealthstream Advisors held 10,142 shares of Empire State Realty Trust worth $77.7K as of Q3 2025.
  • Wealthstream Advisors sold 1,449 Empire State Realty Trust shares in Q3 2025, an estimated $11.1K.
  • Empire State Realty Trust made up 0.01% of Wealthstream Advisors's portfolio in Q3 2025, its #196 holding.
  • Wealthstream Advisors first reported a position in Empire State Realty Trust in Q2 2025 and has held it in 2 quarters since.
  • Wealthstream Advisors's Empire State Realty Trust position peaked at $93.8K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.