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Empire State Realty Series ES
ESBA

Overview Fund Activity

41 hedge funds and large institutions have $8.77M 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, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Bard Associates
Illinois
+$226K
2
CIA
Concurrent Investment Advisors
Florida
+$113K
3
Morgan Stanley
Morgan Stanley
New York
+$96.8K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$79K
5
UBS Group
UBS Group
Switzerland
+$64.6K

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$133K
2
Citadel Advisors
Citadel Advisors
Florida
-$85.1K
3
CCG
Cypress Capital Group
Florida
-$77.6K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$50.7K
5
BAAM
Baker Avenue Asset Management
California
-$42.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Seascape Capital Management
New Hampshire
$116K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$113K +$79K +10,012 +233%
CIA
28
Concurrent Investment Advisors
Florida
$113K +$113K +14,338 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$107K – – –
TCM
30
TD Capital Management
Tennessee
$105K +$441 +56 +0.4%
BIA
31
Bell Investment Advisors
California
$104K – – –
SM
32
Samjo Management
New York
$102K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$101K -$85.1K -10,813 -46%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$101K -$133K -16,862 -57%
UBS Group
35
UBS Group
Switzerland
$92.8K +$64.6K +8,211 +229%
Raymond James Financial
36
Raymond James Financial
Florida
$91.7K – – –
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$87.6K -$50.7K -6,300 -37%
BRM
38
Boston Research & Management
Massachusetts
$84K – – –
LPL Financial
39
LPL Financial
California
$81.2K +$598 +76 +0.7%
PWMG
40
Prestige Wealth Management Group
New Jersey
$8.84K – – –
CTB
41
Country Trust Bank
Illinois
$4.72K – – –
CCG
42
Cypress Capital Group
Florida
– -$77.6K -10,000 Closed
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