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Empire State Realty Series ES
ESBA

43 hedge funds and large institutions have $8.23M invested in Empire State Realty Series ES in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

5% more funds holding

Funds holding: 41 → 43 (+2)

0.08% more ownership

Funds ownership: 6.28% → 6.37% (+0.08%)

6% less capital invested

Capital invested by funds: $8.77M → $8.23M (-$543K)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$216K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$119K
3
Wells Fargo
Wells Fargo
California
+$78.5K
4
WWM
Wolff Wiese Magana
California
+$64.1K
5
UBS Group
UBS Group
Switzerland
+$54.9K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$256K
2
BA
Bard Associates
Illinois
-$226K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$87.6K
4
SFG
Sterling Financial Group
California
-$63.4K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$839K +$119K +15,972 +17%
NSIM
2
North Star Investment Management
Illinois
$704K – – –
SFG
3
Sterling Financial Group
California
$632K -$63.4K -8,500 -9%
Morgan Stanley
4
Morgan Stanley
New York
$566K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$435K +$686 +92 +0.2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$423K -$1.07K -143 -0.3%
Wells Fargo
7
Wells Fargo
California
$274K +$78.5K +10,532 +40%
CCWM
8
Cassaday & Co Wealth Management
Virginia
$269K +$1.17K +157 +0.4%
WIC
9
Woodmont Investment Counsel
Tennessee
$269K – – –
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$260K – – –
Cerity Partners
11
Cerity Partners
New York
$220K – – –
DSN
12
D. Scott Neal
Kentucky
$216K – – –
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$216K +$216K +29,000 New
OC
14
Oppenheimer & Co
New York
$184K – – –
JLBC
15
J.L. Bainbridge & Co
Florida
$180K – – –
UBS Group
16
UBS Group
Switzerland
$143K +$54.9K +7,365 +62%
SAM
17
Silvercrest Asset Management
New York
$142K – – –
TIM
18
Tortoise Investment Management
New York
$141K – – –
Creative Planning
19
Creative Planning
Kansas
$134K – – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$128K – – –
WFAG
21
Wescott Financial Advisory Group
Pennsylvania
$122K – – –
AC
22
Apella Capital
Connecticut
$121K – – –
FT
23
Fiduciary Trust
Massachusetts
$119K – – –
BAAM
24
Baker Avenue Asset Management
California
$119K – – –
BJL
25
Brighton Jones LLC
Washington
$114K – – –
1
2

ESBA Hedge Fund Activity: Q3 2025 in Review

43 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q3 2025, worth a combined $8.23M — down 6.2% from $8.77M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESBA positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $216K. The largest seller was Bank of America, cutting an estimated $256K.

  • 43 institutional investors held Empire State Realty Series ES (ESBA) as of Q3 2025, up from 41 in Q2 2025.
  • Funds reported $8.23M of Empire State Realty Series ES stock for Q3 2025, down 6.2% quarter-over-quarter.
  • 4 funds opened new Empire State Realty Series ES positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest Empire State Realty Series ES buyer in Q3 2025 was Mercer Global Advisors, an estimated $216K added.
  • The largest Empire State Realty Series ES seller in Q3 2025 was Bank of America, an estimated $256K sold.

Based on aggregated 13F filings for Q3 2025.