GeoWealth Management, LLC
Position in ESRT — Empire State Realty Trust, Inc.
CIK 1593387
CHICAGO, IL
Position in ESRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$371,758
+$161,241 QoQ
Shares Held
68,717
+164.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#92
of 226 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $2,889,421 across 4 REIT - Diversified names. ESRT ranks #3 (12.9% of the industry book) .
All Filings in ESRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,758 | 68,717 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $210,517 | 26,022 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $332,420 | 42,509 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $440,199 | 42,655 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $427,134 | 38,550 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $360,998 | 38,486 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $378,953 | 37,409 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||