Empire State Realty OP LP Series 250
FISK
8 hedge funds and large institutions have $764K invested in Empire State Realty OP LP Series 250 in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0.29% more ownership
Funds ownership: 3.04% → 3.33% (+0.29%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
11% less capital invested
Capital invested by funds: $855K → $764K (-$90.5K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$155K |
| 2 |
DFG
Delta Financial Group
Basking Ridge,
New Jersey
|
+$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$149K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$85.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $244K | -$85.1K | -7,920 | -25% |
|
2
Corient Private Wealth
Miami,
Florida
| $198K | – | – | – |
|
|
CWM
3
Congress Wealth Management
Boston,
Massachusetts
| $130K | +$155K | +14,374 | New |
|
|
DFG
4
Delta Financial Group
Basking Ridge,
New Jersey
| $99K | +$118K | +11,000 | New |
|
|
BIA
5
Bell Investment Advisors
Oakland,
California
| $89K | – | – | – |
|
6
Morgan Stanley
New York
| $2.73K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.81K | +$2.1K | +195 | +3,900% |
|
8
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
TW
9
Transform Wealth
Greenwood Village,
Colorado
| – | -$149K | -13,551 | Closed |
|
FISK Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty OP LP Series 250 (FISK) for Q4 2024, worth a combined $764K — down 11% from $855K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FISK positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $155K. The largest seller was Transform Wealth, exiting entirely with an estimated $149K sold.
- 8 institutional investors held Empire State Realty OP LP Series 250 (FISK) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $764K of Empire State Realty OP LP Series 250 stock for Q4 2024, down 11% quarter-over-quarter.
- 2 funds opened new Empire State Realty OP LP Series 250 positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Empire State Realty OP LP Series 250 buyer in Q4 2024 was Congress Wealth Management, an estimated $155K added.
- The largest Empire State Realty OP LP Series 250 seller in Q4 2024 was Transform Wealth, an estimated $149K sold.
Based on aggregated 13F filings for Q4 2024.