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Empire State Realty Series ES
ESBA

Overview Fund Activity

38 hedge funds and large institutions have $9.2M invested in Empire State Realty Series ES in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JLBC
1
J.L. Bainbridge & Co
Florida
$237K
2
LNC
2
Lincoln National Corp
Pennsylvania
$169K
3
FT
3
Fiduciary Trust
Massachusetts
$157K
4
Wells Fargo
4
Wells Fargo
California
$123K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$155K

Top Sellers

1
MRCM
1
M&R Capital Management
New Jersey
$173K
2
RJA
2
Raymond James & Associates
Florida
$168K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$774K
4
MJP
4
Michael J. Puzo
$288K
5
ACM
5
Antonetti Capital Management
Florida
$24K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$926K 94,631 – –
OC
2
Oppenheimer & Co
New York
$829K 84,692 – –
Morgan Stanley
3
Morgan Stanley
New York
$811K 82,828 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$774K 79,125 -5,485 -6%
BB
5
Busey Bank
Illinois
$421K 43,014 – –
TF
6
TIAA FSB
Florida
$419K 42,848 – –
WIC
7
Woodmont Investment Counsel
Tennessee
$354K 36,147 – –
BAM
8
Belpointe Asset Management
Nevada
$345K 35,224 – –
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$342K 35,000 – –
DSN
10
D. Scott Neal
Kentucky
$333K 34,000 – –
MJP
11
Michael J. Puzo
$288K 29,400 -4,600 -14%
RC
12
RegentAtlantic Capital
New Jersey
$240K 24,521 – –
JLBC
13
J.L. Bainbridge & Co
Florida
$237K 24,206 +24,206 New
GG
14
Gofen & Glossberg
Illinois
$224K 22,903 – –
TIM
15
Tortoise Investment Management
New York
$211K 21,599 – –
MRCM
16
M&R Capital Management
New Jersey
$173K 17,692 -16,000 -47%
LNC
17
Lincoln National Corp
Pennsylvania
$169K 17,266 +17,266 New
RJA
18
Raymond James & Associates
Florida
$168K 17,206 -8,163 -32%
AC
19
Apella Capital
Connecticut
$168K 17,206 – –
WFAG
20
Wescott Financial Advisory Group
Pennsylvania
$161K 16,408 – –
FT
21
Fiduciary Trust
Massachusetts
$157K 16,000 +16,000 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$155K 15,846 +3,838 +32%
FPCM
23
Financial Partners Capital Management
New York
$132K 13,450 – –
CPA
24
Cowen Prime Advisors
New York
$126K 12,904 – –
TCM
25
TD Capital Management
Tennessee
$124K 12,660 +44 +0.3%
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