Cassaday & Co Wealth Management LLC

Position in ESBA — Empire State Realty OP, L.P.

CIK 1963612 MCLEAN, VA

Position in ESBA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$204,617

+$19,982 QoQ

Shares Held

36,868

+0.6% QoQ

Ownership

0.165%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#12

of 43 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $204,942 across 4 REIT - Office names. ESBA ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESBA	Empire State Realty OP, L.P. This page	36,868	$204,617
2	VNO	Vornado Realty Trust	5	$196
3	NLOP	Net Lease Office Properties	7	$77
4	ARE	Alexandria Real Estate Equities, Inc.	1	$52

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,617	36,868	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$184,635	36,634	+0.7%	Shares	Sole	2026-05-07
2025-12-31	$229,263	36,391	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$269,320	36,199	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$283,650	36,042	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$278,506	35,890	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$363,700	35,727	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$376,700	35,605	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$323,732	35,497	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$352,559	35,362	+0.7%	Shares	Sole	2024-05-08
2023-09-30	$280,944	35,118	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$257,022	34,969	+0.5%	Shares	Sole	2023-08-07
2023-03-31	$225,549	34,807	+0.6%	Shares	Sole	2023-05-03
2022-12-31	$226,022	34,613	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.