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Empire State Realty Series ES

38 hedge funds and large institutions have $5.79M invested in Empire State Realty Series ES in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 6.5%6.97% (+0.47%)

3% less funds holding

Funds holding: 3938 (-1)

17% less capital invested

Capital invested by funds: $7.01M → $5.79M (-$1.22M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
8
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
$630K -$21.7K -3,682 -3%
NSIM
2
North Star Investment Management
Illinois
$477K
SFA
3
Sequoia Financial Advisors
Ohio
$428K
Morgan Stanley
4
Morgan Stanley
New York
$427K -$37.4K -6,355 -7%
VRM
5
Vectors Research Management
New York
$364K +$426K +72,272 New
VCA
6
Verdence Capital Advisors
Maryland
$364K +$426K +72,272 New
Corient Private Wealth
7
Corient Private Wealth
Florida
$282K -$329K -55,918 -50%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$265K -$25.7K -4,360 -8%
CCWM
9
Cassaday & Co Wealth Management
Virginia
$185K +$1.43K +243 +0.7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$176K
Cerity Partners
11
Cerity Partners
New York
$148K
BA
12
Bard Associates
Illinois
$145K
Raymond James Financial
13
Raymond James Financial
Florida
$136K -$17.9K -3,045 -10%
Wells Fargo
14
Wells Fargo
California
$129K -$4.12K -699 -3%
OC
15
Oppenheimer & Co
New York
$124K
JLBC
16
J.L. Bainbridge & Co
Florida
$122K
Citadel Advisors
17
Citadel Advisors
Florida
$110K +$129K +21,834 New
WIC
18
Woodmont Investment Counsel
Tennessee
$109K
SAM
19
Silvercrest Asset Management
New York
$95.9K
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$95.8K -$112K -19,000 -50%
TIM
21
Tortoise Investment Management
New York
$95.2K
Creative Planning
22
Creative Planning
Kansas
$88K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$86.7K
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$82.7K
BAAM
25
Baker Avenue Asset Management
California
$80.6K

ESBA Hedge Fund Activity: Q1 2026 in Review

38 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Series ES (ESBA) for Q1 2026, worth a combined $5.79M — down 17% from $7.01M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ESBA and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.

The largest buyer was Vectors Research Management, opening a new position worth an estimated $426K. The largest seller was Corient Private Wealth, cutting an estimated $329K.

  • 38 institutional investors held Empire State Realty Series ES (ESBA) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $5.79M of Empire State Realty Series ES stock for Q1 2026, down 17% quarter-over-quarter.
  • 4 funds opened new Empire State Realty Series ES positions in Q1 2026 and 5 closed out, a net change of -1 holder.
  • The largest Empire State Realty Series ES buyer in Q1 2026 was Vectors Research Management, an estimated $426K added.
  • The largest Empire State Realty Series ES seller in Q1 2026 was Corient Private Wealth, an estimated $329K sold.

Based on aggregated 13F filings for Q1 2026.