Position in ESRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,002
+$6,413 QoQ
Shares Held
1,664
+234.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 226 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $503,001 across 14 REIT - Diversified names. ESRT ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
10,001 | $265,526 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,596 | $114,114 | |
| 3 | NXDT |
Nexpoint Diversified Real Estate Trust
|
4,801 | $24,917 | |
| 4 | AAT |
American Assets Trust, Inc.
|
686 | $16,937 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
799 | $16,515 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
992 | $12,201 | |
| 7 | SAFE |
Safehold Inc.
|
743 | $11,665 | |
| 8 | GNL |
Global Net Lease, Inc.
|
1,165 | $10,415 |
All Filings in ESRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,002 | 1,664 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,589 | 498 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $841 | 129 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $413 | 54 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,272 | 0 | Shares | Sole | 2025-07-24 | |
| 2023-06-30 | $269 | 36 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $233 | 36 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1 | 36 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,672 | 255 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,898 | 270 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,463 | 149 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,326 | 149 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,705 | 170 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,040 | 170 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,892 | 170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,584 | 170 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $128 | 21 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,729 | 247 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $188 | 21 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||