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Empire State Realty Series ES
ESBA

Overview Fund Activity

38 hedge funds and large institutions have $6.45M invested in Empire State Realty Series ES in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIA
1
Bell Investment Advisors
California
$94K
2
BAM
2
Belpointe Asset Management
Nevada
$289K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$563K
4
LNC
4
Lincoln National Corp
Pennsylvania
$123K
5
TCM
5
TD Capital Management
Tennessee
$90K

Top Sellers

1
BB
1
Busey Bank
Illinois
$0
2
MJP
2
Michael J. Puzo
$170K
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$28K
4
Wells Fargo
4
Wells Fargo
California
$86K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$110K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$672K 94,631 – –
OC
2
Oppenheimer & Co
New York
$601K 84,692 – –
Morgan Stanley
3
Morgan Stanley
New York
$589K 82,828 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$563K 79,316 +191 +0.2%
TF
5
TIAA FSB
Florida
$304K 42,848 – –
BAM
6
Belpointe Asset Management
Nevada
$289K 40,695 +5,471 +16%
WIC
7
Woodmont Investment Counsel
Tennessee
$257K 36,147 – –
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$249K 35,000 – –
DSN
9
D. Scott Neal
Kentucky
$241K 34,000 – –
RC
10
RegentAtlantic Capital
New Jersey
$174K 24,521 – –
JLBC
11
J.L. Bainbridge & Co
Florida
$172K 24,206 – –
MJP
12
Michael J. Puzo
$170K 23,900 -5,500 -19%
GG
13
Gofen & Glossberg
Illinois
$163K 22,903 – –
TIM
14
Tortoise Investment Management
New York
$153K 21,599 – –
MRCM
15
M&R Capital Management
New Jersey
$125K 17,692 – –
LNC
16
Lincoln National Corp
Pennsylvania
$123K 17,352 +86 +0.5%
RJA
17
Raymond James & Associates
Florida
$122K 17,206 – –
AC
18
Apella Capital
Connecticut
$122K 17,206 – –
WFAG
19
Wescott Financial Advisory Group
Pennsylvania
$116K 16,408 – –
FT
20
Fiduciary Trust
Massachusetts
$114K 16,000 – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$110K 15,432 -414 -3%
FPCM
22
Financial Partners Capital Management
New York
$95.5K 13,450 – –
BIA
23
Bell Investment Advisors
California
$94K 13,267 +13,267 New
CPA
24
Cowen Prime Advisors
New York
$92K 12,904 – –
TCM
25
TD Capital Management
Tennessee
$90K 12,723 +63 +0.5%
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