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Empire State Realty Series ES

39 hedge funds and large institutions have $7.01M invested in Empire State Realty Series ES in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.13% more ownership

Funds ownership: 6.37%6.5% (+0.13%)

9% less funds holding

Funds holding: 4339 (-4)

15% less capital invested

Capital invested by funds: $8.23M → $7.01M (-$1.22M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$810K +$111K +15,876 +14%
Corient Private Wealth
2
Corient Private Wealth
Florida
$705K +$384K +55,007 +97%
NSIM
3
North Star Investment Management
Illinois
$596K
Morgan Stanley
4
Morgan Stanley
New York
$573K +$104K +14,893 +20%
SFA
5
Sequoia Financial Advisors
Ohio
$535K +$593K +84,909 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$359K -$9.63K -1,379 -2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$244K +$62.9K +9,000 +31%
CCWM
8
Cassaday & Co Wealth Management
Virginia
$229K +$1.34K +192 +0.5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$221K
Raymond James Financial
10
Raymond James Financial
Florida
$189K +$128K +18,351 +158%
Cerity Partners
11
Cerity Partners
New York
$185K -$524 -75 -0.3%
BA
12
Bard Associates
Illinois
$181K +$201K +28,778 New
Wells Fargo
13
Wells Fargo
California
$166K -$73.3K -10,488 -28%
OC
14
Oppenheimer & Co
New York
$156K
JLBC
15
J.L. Bainbridge & Co
Florida
$152K
WIC
16
Woodmont Investment Counsel
Tennessee
$137K -$101K -14,457 -40%
SAM
17
Silvercrest Asset Management
New York
$120K
TIM
18
Tortoise Investment Management
New York
$119K
Creative Planning
19
Creative Planning
Kansas
$110K -$3.59K -514 -3%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$108K
WFAG
21
Wescott Financial Advisory Group
Pennsylvania
$103K
BAAM
22
Baker Avenue Asset Management
California
$101K
SCM
23
Seascape Capital Management
New Hampshire
$93K
CIA
24
Concurrent Investment Advisors
Florida
$90.3K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$90K

ESBA Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q4 2025, worth a combined $7.01M — down 15% from $8.23M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ESBA and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $593K. The largest seller was Apella Capital, exiting entirely with an estimated $121K sold.

  • 39 institutional investors held Empire State Realty Series ES (ESBA) as of Q4 2025, down from 43 in Q3 2025.
  • Funds reported $7.01M of Empire State Realty Series ES stock for Q4 2025, down 15% quarter-over-quarter.
  • 3 funds opened new Empire State Realty Series ES positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Empire State Realty Series ES buyer in Q4 2025 was Sequoia Financial Advisors, an estimated $593K added.
  • The largest Empire State Realty Series ES seller in Q4 2025 was Apella Capital, an estimated $121K sold.

Based on aggregated 13F filings for Q4 2025.