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Empire State Realty Series ES
ESBA

Overview Fund Activity

38 hedge funds and large institutions have $6.45M invested in Empire State Realty Series ES in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIA
1
Bell Investment Advisors
California
$94K
2
BAM
2
Belpointe Asset Management
Nevada
$289K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$563K
4
LNC
4
Lincoln National Corp
Pennsylvania
$123K
5
TCM
5
TD Capital Management
Tennessee
$90K

Top Sellers

1
BB
1
Busey Bank
Illinois
$0
2
MJP
2
Michael J. Puzo
$170K
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$28K
4
Wells Fargo
4
Wells Fargo
California
$86K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$110K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$88K 12,356 – –
Wells Fargo
27
Wells Fargo
California
$86K 12,086 -494 -4%
UBS Group
28
UBS Group
Switzerland
$83K 11,683 -361 -3%
NWM
29
Northcape Wealth Management
New York
$71K 10,000 – –
CTB
30
Country Trust Bank
Illinois
$65K 9,176 – –
APA
31
American Portfolios Advisors
New York
$55.2K 7,780 – –
Bank of America
32
Bank of America
North Carolina
$55K 7,726 – –
SWM
33
Spire Wealth Management
Virginia
$54K 7,610 +1 +0%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$28K 3,971 -1,104 -22%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$27K 3,865 +19 +0.5%
ACM
36
Antonetti Capital Management
Florida
$18K 2,500 – –
Osaic Holdings
37
Osaic Holdings
Arizona
$12K 1,678 – –
PWMG
38
Prestige Wealth Management Group
New Jersey
$8K 1,123 – –
BB
39
Busey Bank
Illinois
– – -43,014 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2