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Empire State Realty Series ES
ESBA

Overview Fund Activity

37 hedge funds and large institutions have $10.8M invested in Empire State Realty Series ES in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$201K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$949K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$46K
4
Wells Fargo
4
Wells Fargo
California
$280K
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$377K

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$610K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$614K
3
SFG
3
Sterling Financial Group
California
$988K
4
Morgan Stanley
4
Morgan Stanley
New York
$647K
5
Citadel Advisors
5
Citadel Advisors
Florida
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$1M 94,631 – –
SFG
2
Sterling Financial Group
California
$988K 93,409 -8,113 -8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$949K 89,658 +12,139 +16%
Morgan Stanley
4
Morgan Stanley
New York
$647K 61,115 -7,895 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$614K 58,074 -17,495 -23%
Corient Private Wealth
6
Corient Private Wealth
Florida
$610K 57,622 -57,114 -50%
WIC
7
Woodmont Investment Counsel
Tennessee
$382K 36,147 – –
CCWM
8
Cassaday & Co Wealth Management
Virginia
$377K 35,605 +108 +0.3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$370K 35,000 – –
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$362K 34,245 – –
Cerity Partners
11
Cerity Partners
New York
$312K 29,508 – –
DSN
12
D. Scott Neal
Kentucky
$307K 29,000 – –
Wells Fargo
13
Wells Fargo
California
$280K 26,490 +596 +2%
OC
14
Oppenheimer & Co
New York
$261K 24,692 – –
JLBC
15
J.L. Bainbridge & Co
Florida
$256K 24,206 – –
BAAM
16
Baker Avenue Asset Management
California
$229K 21,666 – –
MA
17
Montag & Associates
Georgia
$223K 21,077 – –
SAM
18
Silvercrest Asset Management
New York
$201K 19,032 +19,032 New
TIM
19
Tortoise Investment Management
New York
$200K 18,897 – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$197K 17,212 – –
Creative Planning
21
Creative Planning
Kansas
$190K 17,977 – –
MRCM
22
M&R Capital Management
New Jersey
$187K 17,692 – –
AC
23
Apella Capital
Connecticut
$181K 17,206 – –
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$174K 16,408 – –
FT
25
Fiduciary Trust
Massachusetts
$169K 16,000 – –
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