Empire State Realty OP LP Series 250
FISK
8 hedge funds and large institutions have $641K invested in Empire State Realty OP LP Series 250 in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
23% more capital invested
Capital invested by funds: $522K → $641K (+$119K)
0.89% more ownership
Funds ownership: 3.09% → 3.98% (+0.89%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$158K |
| 2 |
DFG
Delta Financial Group
Basking Ridge,
New Jersey
|
+$117K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$97.8K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $190K | -$8.53K | -1,179 | -3% |
|
|
2
Corient Private Wealth
Miami,
Florida
| $136K | +$158K | +21,874 | New |
|
|
DFG
3
Delta Financial Group
Basking Ridge,
New Jersey
| $100K | +$117K | +16,150 | New |
|
|
TW
4
Transform Wealth
Greenwood Village,
Colorado
| $84.2K | – | – | – |
|
|
SFG
5
Sterling Financial Group
Pasadena,
California
| $62K | – | – | – |
|
|
BIA
6
Bell Investment Advisors
Oakland,
California
| $61.2K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $6.52K | +$7.6K | +1,050 | New |
|
8
Morgan Stanley
New York
| $1.86K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$97.8K | -16,308 | Closed |
|
FISK Hedge Fund Activity: Q1 2023 in Review
8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty OP LP Series 250 (FISK) for Q1 2023, worth a combined $641K — up 23% from $522K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FISK positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $158K. The largest seller was UBS Group, exiting entirely with an estimated $97.8K sold.
- 8 institutional investors held Empire State Realty OP LP Series 250 (FISK) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $641K of Empire State Realty OP LP Series 250 stock for Q1 2023, up 23% quarter-over-quarter.
- 3 funds opened new Empire State Realty OP LP Series 250 positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Empire State Realty OP LP Series 250 buyer in Q1 2023 was Corient Private Wealth, an estimated $158K added.
- The largest Empire State Realty OP LP Series 250 seller in Q1 2023 was UBS Group, an estimated $97.8K sold.
Based on aggregated 13F filings for Q1 2023.