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WR Wealth Planners’s Empire State Realty Trust ESRT Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-53
Closed -$553 – 1161
2024
Q2 		$497 Hold
53
– – ﹤0.01% 1018
2024
Q1 		$537 Buy
+53
New +$523 ﹤0.01% 1031

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

WR Wealth Planners's ESRT Position: Q3 2024 in Review

WR Wealth Planners sold out of Empire State Realty Trust (ESRT) in Q3 2024, closing a stake of 53 shares — an estimated $553 sold.

WR Wealth Planners first reported a position in ESRT in Q1 2024 and held it in 2 quarters. The position peaked at $537 in Q1 2024. 222 funds tracked by Wall St. Rank hold ESRT as of Q3 2024.

  • WR Wealth Planners reported no remaining Empire State Realty Trust position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 53 Empire State Realty Trust shares in Q3 2024, an estimated $553.
  • WR Wealth Planners first reported a position in Empire State Realty Trust in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Empire State Realty Trust position peaked at $537 in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.