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Empire State Realty Series ES
ESBA

40 hedge funds and large institutions have $8.45M invested in Empire State Realty Series ES in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0.11% more ownership

Funds ownership: 5.97% → 6.07% (+0.11%)

5% less funds holding

Funds holding: 42 → 40 (-2)

25% less capital invested

Capital invested by funds: $11.2M → $8.45M (-$2.75M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$112K
2
Citadel Advisors
Citadel Advisors
Florida
+$56.5K
3
Morgan Stanley
Morgan Stanley
New York
+$50.9K
4
BAAM
Baker Avenue Asset Management
California
+$47.7K
5
CCWM
Cassaday & Co Wealth Management
Virginia
+$1.45K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$293K
2
MA
Montag & Associates
Georgia
-$100K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.45K
4
UBS Group
UBS Group
Switzerland
-$2.18K
5
Wells Fargo
Wells Fargo
California
-$952
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$119K – – –
AC
27
Apella Capital
Connecticut
$117K – – –
SCM
28
Seascape Capital Management
New Hampshire
$114K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$105K – – –
TCM
30
TD Capital Management
Tennessee
$103K +$525 +59 +0.4%
BIA
31
Bell Investment Advisors
California
$103K – – –
SM
32
Samjo Management
New York
$100K – – –
Raymond James Financial
33
Raymond James Financial
Florida
$90.4K – – –
BRM
34
Boston Research & Management
Massachusetts
$83K – – –
LPL Financial
35
LPL Financial
California
$79.4K – – –
CCG
36
Cypress Capital Group
Florida
$77.6K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$33K – – –
UBS Group
38
UBS Group
Switzerland
$27.8K -$2.18K -245 -6%
PWMG
39
Prestige Wealth Management Group
New Jersey
$8.71K – – –
CTB
40
Country Trust Bank
Illinois
$4.66K – – –
BA
41
Bard Associates
Illinois
– -$293K -28,778 Closed
MA
42
Montag & Associates
Georgia
– -$100K -9,838 Closed
1
2

ESBA Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q1 2025, worth a combined $8.45M — down 25% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESBA and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $112K. The largest seller was Bard Associates, exiting entirely with an estimated $293K sold.

  • 40 institutional investors held Empire State Realty Series ES (ESBA) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $8.45M of Empire State Realty Series ES stock for Q1 2025, down 25% quarter-over-quarter.
  • 0 funds opened new Empire State Realty Series ES positions in Q1 2025 and 2 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series ES buyer in Q1 2025 was Susquehanna International Group, an estimated $112K added.
  • The largest Empire State Realty Series ES seller in Q1 2025 was Bard Associates, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2025.