We are live on ! Find out more
ESBA icon

Empire State Realty Series ES
ESBA

41 hedge funds and large institutions have $8.77M invested in Empire State Realty Series ES in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

3% more funds holding

Funds holding: 40 → 41 (+1)

4% more capital invested

Capital invested by funds: $8.45M → $8.77M (+$324K)

0.21% more ownership

Funds ownership: 6.07% → 6.28% (+0.21%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% 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
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
+$216K
2
CIA
Concurrent Investment Advisors
Florida
+$108K
3
Morgan Stanley
Morgan Stanley
New York
+$92.4K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$75.3K
5
UBS Group
UBS Group
Switzerland
+$61.7K

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$127K
2
Citadel Advisors
Citadel Advisors
Florida
-$81.3K
3
CCG
Cypress Capital Group
Florida
-$77.6K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$47.4K
5
BAAM
Baker Avenue Asset Management
California
-$40.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$762K -$13.9K -1,848 -2%
NSIM
2
North Star Investment Management
Illinois
$745K – – –
SFG
3
Sterling Financial Group
California
$735K – – –
Morgan Stanley
4
Morgan Stanley
New York
$599K +$92.4K +12,296 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$459K +$639 +85 +0.1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$448K – – –
WIC
7
Woodmont Investment Counsel
Tennessee
$284K – – –
CCWM
8
Cassaday & Co Wealth Management
Virginia
$284K +$1.14K +152 +0.4%
Bank of America
9
Bank of America
North Carolina
$276K +$4.51K +600 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$275K – – –
Cerity Partners
11
Cerity Partners
New York
$232K – – –
DSN
12
D. Scott Neal
Kentucky
$228K – – –
BA
13
Bard Associates
Illinois
$226K +$216K +28,778 New
Wells Fargo
14
Wells Fargo
California
$207K -$83 -11 -0%
OC
15
Oppenheimer & Co
New York
$194K – – –
JLBC
16
J.L. Bainbridge & Co
Florida
$191K – – –
SAM
17
Silvercrest Asset Management
New York
$150K – – –
TIM
18
Tortoise Investment Management
New York
$149K – – –
Creative Planning
19
Creative Planning
Kansas
$141K – – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$135K – – –
AC
21
Apella Capital
Connecticut
$135K – – –
WFAG
22
Wescott Financial Advisory Group
Pennsylvania
$129K – – –
FT
23
Fiduciary Trust
Massachusetts
$126K – – –
BAAM
24
Baker Avenue Asset Management
California
$126K -$40.3K -5,363 -25%
BJL
25
Brighton Jones LLC
Washington
$121K – – –
1
2

ESBA Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q2 2025, worth a combined $8.77M — up 3.8% from $8.45M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESBA positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $216K. The largest seller was TIAA Trust, National Association, cutting an estimated $127K.

  • 41 institutional investors held Empire State Realty Series ES (ESBA) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $8.77M of Empire State Realty Series ES stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 2 funds opened new Empire State Realty Series ES positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest Empire State Realty Series ES buyer in Q2 2025 was Bard Associates, an estimated $216K added.
  • The largest Empire State Realty Series ES seller in Q2 2025 was TIAA Trust, National Association, an estimated $127K sold.

Based on aggregated 13F filings for Q2 2025.