Who Owns EMPIRE ST RLTY OP L P (ESBA)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $7.5M of EMPIRE ST RLTY OP L P (ESBA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MONTAG A & ASSOCIATES INC ($1.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($725,357), North Star Investment Management Corp. ($525,202), MORGAN STANLEY ($464,371), Sequoia Financial Advisors, LLC ($451,820). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MONTAG A & ASSOCIATES INC | $1.2M | 215,072 | New |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $725,357 | 130,695 | Added |
| 3 | North Star Investment Management Corp. | $525,202 | 94,631 | Hold |
| 4 | MORGAN STANLEY | $464,371 | 83,670 | Trimmed |
| 5 | Sequoia Financial Advisors, LLC | $451,820 | 81,409 | Trimmed |
| 6 | Verdence Capital Advisors LLC | $401,110 | 72,272 | Hold |
| 7 | Vectors Research Management, LLC | $401,110 | 72,272 | Hold |
| 8 | Corient Private Wealth LLC | $310,345 | 55,918 | Hold |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $293,080 | 52,808 | Added |
| 10 | Cassaday & Co Wealth Management LLC | $204,616 | 36,868 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $194,250 | 35,000 | Hold |
| 12 | Cerity Partners LLC | $163,353 | 29,433 | Hold |
| 13 | BARD ASSOCIATES INC | $159,718 | 28,778 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $149,606 | 26,956 | Hold |
| 15 | WELLS FARGO & COMPANY/MN | $138,434 | 24,943 | Trimmed |
| 16 | OPPENHEIMER & CO INC | $137,041 | 24,692 | Hold |
| 17 | J. L. Bainbridge & Co., Inc. | $134,343 | 24,206 | Hold |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | $120,380 | 21,690 | Hold |
| 19 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $105,628 | 19,032 | Hold |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $105,450 | 19,000 | Hold |
| 21 | Tortoise Investment Management, LLC | $104,878 | 18,897 | Hold |
| 22 | Creative Planning | $96,920 | 17,463 | Hold |
| 23 | BANK OF MONTREAL /CAN/ | $95,527 | 17,212 | Hold |
| 24 | CITADEL ADVISORS LLC | $95,521 | 17,211 | Trimmed |
| 25 | Wescott Financial Advisory Group, LLC | $91,064 | 16,408 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30