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Empire State Realty Series ES

40 hedge funds and large institutions have $8.45M invested in Empire State Realty Series ES in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$765K 98,630 +12,548 +15%
NSIM
2
North Star Investment Management
Illinois
$734K 94,631
SFG
3
Sterling Financial Group
California
$725K 93,409
Morgan Stanley
4
Morgan Stanley
New York
$495K 63,835 +5,719 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$452K 58,233 +90 +0.2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$442K 56,972
WIC
7
Woodmont Investment Counsel
Tennessee
$281K 36,147
CCWM
8
Cassaday & Co Wealth Management
Virginia
$279K 35,890 +163 +0.5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$272K 35,000
Bank of America
10
Bank of America
North Carolina
$267K 34,411
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$230K 29,659
Cerity Partners
12
Cerity Partners
New York
$229K 29,508
DSN
13
D. Scott Neal
Kentucky
$225K 29,000
Wells Fargo
14
Wells Fargo
California
$204K 26,317 -107 -0.4%
OC
15
Oppenheimer & Co
New York
$192K 24,692
JLBC
16
J.L. Bainbridge & Co
Florida
$188K 24,206
Citadel Advisors
17
Citadel Advisors
Florida
$184K 23,700 +6,348 +37%
BAAM
18
Baker Avenue Asset Management
California
$166K 21,346 +5,363 +34%
SAM
19
Silvercrest Asset Management
New York
$148K 19,032
TIM
20
Tortoise Investment Management
New York
$147K 18,897
Creative Planning
21
Creative Planning
Kansas
$140K 17,977
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$134K 17,212
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$133K 17,192 -500 -3%
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$127K 16,408
FT
25
Fiduciary Trust
Massachusetts
$124K 16,000