ESBA icon

Empire State Realty Series ES
ESBA

Overview Fund Activity

42 hedge funds and large institutions have $11.2M invested in Empire State Realty Series ES in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$350K
2
BA
2
Bard Associates
Illinois
$293K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$180K
4
BJL
4
Brighton Jones LLC
Washington
$156K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$138K

Top Sellers

1
MA
1
Montag & Associates
Georgia
$100K
2
NWM
2
Northcape Wealth Management
New York
$0
3
BAAM
3
Baker Avenue Asset Management
California
$163K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$302K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$876K
Name Market Value Shares Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$163K 16,000 – –
BAAM
27
Baker Avenue Asset Management
California
$163K 15,983 -5,683 -26%
BJL
28
Brighton Jones LLC
Washington
$156K 15,311 +15,311 New
SCM
29
Seascape Capital Management
New Hampshire
$150K 14,754 – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$138K 13,572 +13,572 New
TCM
31
TD Capital Management
Tennessee
$135K 13,276 +46 +0.3%
BIA
32
Bell Investment Advisors
California
$135K 13,267 – –
SM
33
Samjo Management
New York
$131K 12,904 – –
Raymond James Financial
34
Raymond James Financial
Florida
$119K 11,650 +11,650 New
BRM
35
Boston Research & Management
Massachusetts
$109K 10,754 +10,754 New
LPL Financial
36
LPL Financial
California
$104K 10,238 +30 +0.3%
CCG
37
Cypress Capital Group
Florida
$102K 10,000 – –
MA
38
Montag & Associates
Georgia
$100K 9,838 -11,239 -53%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$44K 4,301 – –
UBS Group
40
UBS Group
Switzerland
$39K 3,827 -37 -1%
PWMG
41
Prestige Wealth Management Group
New Jersey
$11.4K 1,123 – –
CTB
42
Country Trust Bank
Illinois
$6.11K 600 – –
NWM
43
Northcape Wealth Management
New York
– – -10,000 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2