We are live on ! Find out more
ESBA icon

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.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0.11% more ownership

Funds ownership: 5.97%6.07% (+0.11%)

5% less funds holding

Funds holding: 4240 (-2)

25% less capital invested

Capital invested by funds: $11.2M → $8.45M (-$2.75M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

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 Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$765K +$112K +12,548 +15%
NSIM
2
North Star Investment Management
Illinois
$734K
SFG
3
Sterling Financial Group
California
$725K
Morgan Stanley
4
Morgan Stanley
New York
$495K +$50.9K +5,719 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$452K +$801 +90 +0.2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$442K
WIC
7
Woodmont Investment Counsel
Tennessee
$281K
CCWM
8
Cassaday & Co Wealth Management
Virginia
$279K +$1.45K +163 +0.5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$272K
Bank of America
10
Bank of America
North Carolina
$267K
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$230K
Cerity Partners
12
Cerity Partners
New York
$229K
DSN
13
D. Scott Neal
Kentucky
$225K
Wells Fargo
14
Wells Fargo
California
$204K -$952 -107 -0.4%
OC
15
Oppenheimer & Co
New York
$192K
JLBC
16
J.L. Bainbridge & Co
Florida
$188K
Citadel Advisors
17
Citadel Advisors
Florida
$184K +$56.5K +6,348 +37%
BAAM
18
Baker Avenue Asset Management
California
$166K +$47.7K +5,363 +34%
SAM
19
Silvercrest Asset Management
New York
$148K
TIM
20
Tortoise Investment Management
New York
$147K
Creative Planning
21
Creative Planning
Kansas
$140K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$134K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$133K -$4.45K -500 -3%
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$127K
FT
25
Fiduciary Trust
Massachusetts
$124K

ESBA Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q1 2025, worth a combined $8.45M — down 25% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESBA and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $112K. The largest seller was Bard Associates, exiting entirely with an estimated $293K sold.

  • 40 institutional investors held Empire State Realty Series ES (ESBA) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $8.45M of Empire State Realty Series ES stock for Q1 2025, down 25% quarter-over-quarter.
  • 0 funds opened new Empire State Realty Series ES positions in Q1 2025 and 2 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series ES buyer in Q1 2025 was Susquehanna International Group, an estimated $112K added.
  • The largest Empire State Realty Series ES seller in Q1 2025 was Bard Associates, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2025.