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Empire State Realty Series ES
ESBA

Overview Fund Activity

40 hedge funds and large institutions have $8.01M invested in Empire State Realty Series ES in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bard Associates
Illinois
$226K
2
CIA
2
Concurrent Investment Advisors
Florida
$113K
3
Morgan Stanley
3
Morgan Stanley
New York
$599K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$113K
5
UBS Group
5
UBS Group
Switzerland
$92.8K

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$101K
2
Citadel Advisors
2
Citadel Advisors
Florida
$101K
3
CCG
3
Cypress Capital Group
Florida
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$87.6K
5
BAAM
5
Baker Avenue Asset Management
California
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$745K 94,631 – –
SFG
2
Sterling Financial Group
California
$735K 93,409 – –
Morgan Stanley
3
Morgan Stanley
New York
$599K 76,131 +12,296 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$459K 58,318 +85 +0.1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$448K 56,972 – –
WIC
6
Woodmont Investment Counsel
Tennessee
$284K 36,147 – –
CCWM
7
Cassaday & Co Wealth Management
Virginia
$284K 36,042 +152 +0.4%
Bank of America
8
Bank of America
North Carolina
$276K 35,011 +600 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$275K 35,000 – –
Cerity Partners
10
Cerity Partners
New York
$232K 29,508 – –
DSN
11
D. Scott Neal
Kentucky
$228K 29,000 – –
BA
12
Bard Associates
Illinois
$226K 28,778 +28,778 New
Wells Fargo
13
Wells Fargo
California
$207K 26,306 -11 -0%
OC
14
Oppenheimer & Co
New York
$194K 24,692 – –
JLBC
15
J.L. Bainbridge & Co
Florida
$191K 24,206 – –
SAM
16
Silvercrest Asset Management
New York
$150K 19,032 – –
TIM
17
Tortoise Investment Management
New York
$149K 18,897 – –
Creative Planning
18
Creative Planning
Kansas
$141K 17,977 – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$135K 17,212 – –
AC
20
Apella Capital
Connecticut
$135K 17,206 – –
WFAG
21
Wescott Financial Advisory Group
Pennsylvania
$129K 16,408 – –
FT
22
Fiduciary Trust
Massachusetts
$126K 16,000 – –
BAAM
23
Baker Avenue Asset Management
California
$126K 15,983 -5,363 -25%
BJL
24
Brighton Jones LLC
Washington
$121K 15,311 – –
SCM
25
Seascape Capital Management
New Hampshire
$116K 14,754 – –
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