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Empire State Realty Series ES
ESBA

Overview Fund Activity

36 hedge funds and large institutions have $5.51M invested in Empire State Realty Series ES in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$139K
2
CCG
2
Cypress Capital Group
Florida
$69K
3
Wells Fargo
3
Wells Fargo
California
$102K
4
TCM
4
TD Capital Management
Tennessee
$82K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24K

Top Sellers

1
BAM
1
Belpointe Asset Management
Nevada
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SWM
4
Spire Wealth Management
Virginia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$496K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$606K 94,631 – –
OC
2
Oppenheimer & Co
New York
$542K 84,692 – –
Morgan Stanley
3
Morgan Stanley
New York
$531K 82,828 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$496K 77,584 -1,732 -2%
TF
5
TIAA FSB
Florida
$274K 42,848 – –
WIC
6
Woodmont Investment Counsel
Tennessee
$231K 36,147 – –
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$224K 35,000 – –
DSN
8
D. Scott Neal
Kentucky
$218K 34,000 – –
RC
9
RegentAtlantic Capital
New Jersey
$157K 24,521 – –
JLBC
10
J.L. Bainbridge & Co
Florida
$155K 24,206 – –
MJP
11
Michael J. Puzo
$152K 23,800 -100 -0.4%
GG
12
Gofen & Glossberg
Illinois
$147K 22,903 – –
BAAM
13
Baker Avenue Asset Management
California
$139K 21,666 +21,666 New
TIM
14
Tortoise Investment Management
New York
$138K 21,599 – –
MRCM
15
M&R Capital Management
New Jersey
$113K 17,692 – –
AC
16
Apella Capital
Connecticut
$110K 17,206 – –
RJA
17
Raymond James & Associates
Florida
$110K 17,206 – –
WFAG
18
Wescott Financial Advisory Group
Pennsylvania
$105K 16,408 – –
FT
19
Fiduciary Trust
Massachusetts
$102K 16,000 – –
Wells Fargo
20
Wells Fargo
California
$102K 15,906 +3,820 +32%
FPCM
21
Financial Partners Capital Management
New York
$86.1K 13,450 – –
BIA
22
Bell Investment Advisors
California
$85K 13,267 – –
CPA
23
Cowen Prime Advisors
New York
$83K 12,904 – –
TCM
24
TD Capital Management
Tennessee
$82K 12,789 +66 +0.5%
Creative Planning
25
Creative Planning
Kansas
$79K 12,356 – –
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