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Empire State Realty Series ES
ESBA

Overview Fund Activity

34 hedge funds and large institutions have $9.43M invested in Empire State Realty Series ES in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
1
D. Scott Neal
Kentucky
$422K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$422K
3
GA
3
Geller Advisors
New York
$259K
4
AC
4
Apella Capital
Connecticut
$207K
5
TCM
5
TD Capital Management
Tennessee
$151K

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
FNBOSM
2
First National Bank of South Miami
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$150K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$34K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$1.14M 94,631 – –
Morgan Stanley
2
Morgan Stanley
New York
$883K 73,328 -4,200 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$855K 70,964 +11,695 +20%
BB
4
Busey Bank
Illinois
$518K 43,014 – –
TF
5
TIAA FSB
Florida
$516K 42,848 – –
WIC
6
Woodmont Investment Counsel
Tennessee
$436K 36,147 – –
DSN
7
D. Scott Neal
Kentucky
$422K 35,000 +35,000 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$422K 35,000 +35,000 New
MJP
9
Michael J. Puzo
$416K 34,500 -2,000 -5%
MRCM
10
M&R Capital Management
New Jersey
$405K 33,692 -4,000 -11%
RC
11
RegentAtlantic Capital
New Jersey
$320K 26,530 – –
RJA
12
Raymond James & Associates
Florida
$316K 26,251 – –
GG
13
Gofen & Glossberg
Illinois
$276K 22,903 – –
TIM
14
Tortoise Investment Management
New York
$260K 21,599 – –
GA
15
Geller Advisors
New York
$259K 21,507 +21,507 New
AC
16
Apella Capital
Connecticut
$207K 17,206 +17,206 New
WFAG
17
Wescott Financial Advisory Group
Pennsylvania
$193K 16,408 – –
FPCM
18
Financial Partners Capital Management
New York
$162K 13,450 – –
CPA
19
Cowen Prime Advisors
New York
$155K 12,904 – –
CCM
20
Coldstream Capital Management
Washington
$152K 12,646 – –
TCM
21
TD Capital Management
Tennessee
$151K 12,524 +12,524 New
Wells Fargo
22
Wells Fargo
California
$150K 12,404 -13,499 -52%
Creative Planning
23
Creative Planning
Kansas
$149K 12,356 – –
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$137K 11,421 -301 -3%
CTB
25
Country Trust Bank
Illinois
$111K 9,176 – –
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