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Empire State Realty OP LP-Es (ESBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Montag A & Associates Inc
UNCHANGED
Shares215,072 from 215,072
Change0 (0%)
Value$860.3K (-$333.4K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares94,631 from 94,631
Change0 (0%)
Value$378.5K (-$146.7K)
Filed 2026-10-27
Verdence Capital Advisors LLC
UNCHANGED
Shares72,272 from 72,272
Change0 (0%)
Value$289.1K (-$112.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares51,708 from 52,808
Change-1,100 (-2%)
Value$206.8K (-$86.3K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares37,179 from 36,868
Change+311 (+1%)
Value$148.7K (-$55.9K)
Filed 2026-10-27
Oppenheimer & Co Inc
UNCHANGED
Shares24,692 from 24,692
Change0 (0%)
Value$98.8K (-$38.3K)
Filed 2026-10-26
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares24,206 from 24,206
Change0 (0%)
Value$96.8K (-$37.5K)
Filed 2026-10-20
Woodmont Investment Counsel LLC
UNCHANGED
Shares21,690 from 21,690
Change0 (0%)
Value$86.8K (-$33.6K)
Filed 2026-10-29
Tortoise Investment Management, LLC
UNCHANGED
Shares18,897 from 18,897
Change0 (0%)
Value$75.6K (-$29.3K)
Filed 2026-11-06
Creative Planning
UNCHANGED
Shares17,463 from 17,463
Change0 (0%)
Value$69.9K (-$27.1K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED
Shares15,983 from 15,983
Change0 (0%)
Value$63.9K (-$24.8K)
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares13,267 from 13,267
Change0 (0%)
Value$53.1K (-$20.6K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares10,450 from 10,412
Change+38 (+0%)
Value$41.8K (-$16.0K)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares8,603 from 8,603
Change0 (0%)
Value$34.4K (-$13.3K)
Filed 2026-10-15
Allworth Financial LP
NEW
Shares1,000
Change+1,000
Value$5.6K
Filed 2026-11-06
Country Trust Bank
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$2.4K (-$930)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$200 (-$78)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 14,338
Change-14,338 (-100%)
Value$0 (-$79.6K)
Filed 2026-10-16
Susquehanna International Group, LLP
N/A
Shares— from 130,695
Change-130,695 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 83,670
Change-83,670 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 81,409
Change-81,409 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 72,272
Change-72,272 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,433
Change-29,433 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 28,778
Change-28,778 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,956
Change-26,956 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 24,943
Change-24,943 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,212
Change-17,212 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,211
Change-17,211 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 14,754
Change-14,754 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 13,709
Change-13,709 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 12,904
Change-12,904 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
UBS Group AG
N/A
Shares— from 732
Change-732 (-100%)
Value—
Status
Montag A & Associates Inc
UNCHANGED215,072215,07200%$1.2M$860.3K-$333.4K2026-10-29
North Star Investment Management Corp.
UNCHANGED94,63194,63100%$525.2K$378.5K-$146.7K2026-10-27
Verdence Capital Advisors LLC
UNCHANGED72,27272,27200%$401.1K$289.1K-$112.0K2026-10-26
Commonwealth Equity Services, LLC
DECREASED51,70852,808-1,100-2%$293.1K$206.8K-$86.3K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED37,17936,868+311+1%$204.6K$148.7K-$55.9K2026-10-27
Oppenheimer & Co Inc
UNCHANGED24,69224,69200%$137.0K$98.8K-$38.3K2026-10-26
J. L. Bainbridge & Co., Inc.
UNCHANGED24,20624,20600%$134.3K$96.8K-$37.5K2026-10-20
Woodmont Investment Counsel LLC
UNCHANGED21,69021,69000%$120.4K$86.8K-$33.6K2026-10-29
Tortoise Investment Management, LLC
UNCHANGED18,89718,89700%$104.9K$75.6K-$29.3K2026-11-06
Creative Planning
UNCHANGED17,46317,46300%$96.9K$69.9K-$27.1K2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED15,98315,98300%$88.7K$63.9K-$24.8K2026-11-06
Bell Investment Advisors, Inc
UNCHANGED13,26713,26700%$73.6K$53.1K-$20.6K2026-10-29
LPL Financial LLC
INCREASED10,45010,412+38+0%$57.8K$41.8K-$16.0K2026-11-06
Wolff Wiese Magana LLC
UNCHANGED8,6038,60300%$47.7K$34.4K-$13.3K2026-10-15
Allworth Financial LP
NEW1,000—+1,000——$5.6K—2026-11-06
Country Trust Bank
UNCHANGED60060000%$3.3K$2.4K-$9302026-10-30
Farther Finance Advisors, LLC
UNCHANGED505000%$278$200-$782026-10-08
Concurrent Investment Advisors, LLC
CLOSED014,338-14,338-100%$79.6K$0-$79.6K2026-10-16
Susquehanna International Group, LLP
N/A—130,695-130,695-100%$725.4K———
Morgan Stanley
N/A—83,670-83,670-100%$464.4K———
Sequoia Financial Advisors, LLC
N/A—81,409-81,409-100%$451.8K———
Vectors Research Management, LLC
N/A—72,272-72,272-100%$401.1K———
Northwestern Mutual Wealth Management Co
N/A—35,000-35,000-100%$194.3K———
Cerity Partners LLC
N/A—29,433-29,433-100%$163.4K———
Bard Associates Inc
N/A—28,778-28,778-100%$159.7K———
Raymond James Financial Inc
N/A—26,956-26,956-100%$149.6K———
Wells Fargo & Company
N/A—24,943-24,943-100%$138.4K———
Silvercrest Asset Management Group LLC
N/A—19,032-19,032-100%$105.6K———
Mercer Global Advisors Inc
N/A—19,000-19,000-100%$105.5K———
Bank of Montreal
N/A—17,212-17,212-100%$95.5K———
Citadel Advisors LLC
N/A—17,211-17,211-100%$95.5K———
Wescott Financial Advisory Group, LLC
N/A—16,408-16,408-100%$91.1K———
Seascape Capital Management
N/A—14,754-14,754-100%$82.0K———
TD Capital Management LLC
N/A—13,709-13,709-100%$76.1K———
Samjo Management, LLC
N/A—12,904-12,904-100%$71.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,797-12,797-100%$71.0K———
Prestige Wealth Management Group LLC
N/A—1,123-1,123-100%$6.2K———
UBS Group AG
N/A—732-732-100%$4.1K———
Showing 38 of 38 institutions