Clearstead Advisors, LLC
Position in ESRT — Empire State Realty Trust, Inc.
CIK 842775
CLEVELAND, OH
Position in ESRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$676
-$74 QoQ
Shares Held
125
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 226 holders
Holding Since
Jun 2021
17 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, 2026Clearstead Advisors, LLC holds $4,634,889 across 12 REIT - Diversified names. ESRT ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
|
594,326 | $4,207,828 | |
| 2 | WPC |
W. P. Carey Inc.
|
5,261 | $376,161 | |
| 3 | VICI |
Vici Properties Inc.
|
1,239 | $32,895 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
331 | $6,841 | |
| 5 | GNL |
Global Net Lease, Inc.
|
540 | $4,827 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
108 | $2,323 | |
| 7 | AAT |
American Assets Trust, Inc.
|
56 | $1,382 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
69 | $848 |
All Filings in ESRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676 | 125 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $750 | 96 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $980 | 95 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,052 | 95 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $891 | 95 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $952 | 94 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $910 | 94 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $755 | 94 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $696 | 93 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $603 | 93 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $620 | 92 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $603 | 92 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $639 | 91 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $893 | 91 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $809 | 91 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $902 | 90 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,080 | 90 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||