ESBA icon

Empire State Realty Series ES
ESBA

Overview Fund Activity

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
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.55%
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

1
BA
Bard Associates
Illinois
+$226K
2
CIA
Concurrent Investment Advisors
Florida
+$113K
3
Morgan Stanley
Morgan Stanley
New York
+$96.8K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$79K
5
UBS Group
UBS Group
Switzerland
+$64.6K

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$133K
2
Citadel Advisors
Citadel Advisors
Florida
-$85.1K
3
CCG
Cypress Capital Group
Florida
-$77.6K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$50.7K
5
BAAM
Baker Avenue Asset Management
California
-$42.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$762K -$14.5K -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 +$96.8K +12,296 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$459K +$669 +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 +$1.2K +152 +0.4%
Bank of America
9
Bank of America
North Carolina
$276K +$4.72K +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 +$226K +28,778 New
Wells Fargo
14
Wells Fargo
California
$207K -$87 -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 -$42.2K -5,363 -25%
BJL
25
Brighton Jones LLC
Washington
$121K – – –
1
2