EMPIRE ST RLTY TR INC ESRT
CL A · REIT · CUSIP 292104106 · ISIN US2921041065
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNew York, NY
- Websiteempirestaterealtytrust.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($228.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.41. Options: 2 managers hold calls ($602.7k notional), 1 hold puts ($6.5k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 187 |
| Q4 2022 | 192 |
| Q1 2023 | 194 |
| Q2 2023 | 197 |
| Q3 2023 | 203 |
| Q4 2023 | 211 |
| Q1 2024 | 207 |
| Q2 2024 | 214 |
| Q3 2024 | 224 |
| Q4 2024 | 227 |
| Q1 2025 | 237 |
| Q2 2025 | 231 |
| Q3 2025 | 221 |
| Q4 2025 | 210 |
| Q1 2026 | 222 |
| Q2 2026 | 228 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 110 | 84 |
| Q4 2024 | 120 | 84 |
| Q1 2025 | 117 | 97 |
| Q2 2025 | 124 | 103 |
| Q3 2025 | 108 | 103 |
| Q4 2025 | 96 | 101 |
| Q1 2026 | 113 | 94 |
| Q2 2026 | 138 | 78 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $6.5k | $26.7k | 4.09 |
| Q4 2025 | $3.3k | $652 | 0.20 |
| Q1 2026 | $581.9k | $6.8k | 0.01 |
| Q2 2026 | $602.7k | $6.5k | 0.01 |
Biggest buyers
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Added | +4.0m |
| MARSHALL WACE, LLP | New | +3.1m |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Added | +2.2m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +2.0m |
| AMERIPRISE FINANCIAL INC | Added | +1.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.0m |
| BlackRock, Inc. | Added | +1.0m |
| FIRST TRUST ADVISORS LP | Added | +926.6k |
| CITADEL ADVISORS LLC | Added | +653.3k |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -10.6m |
| T. Rowe Price Investment Management, Inc. | Sold out | -2.8m |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -2.0m |
| Qube Research & Technologies Ltd | Reduced | -1.1m |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -927.3k |
| NORTHERN TRUST CORP | Reduced | -876.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Reduced | -783.7k |
| JPMORGAN CHASE & CO | Reduced | -751.4k |
| SEGALL BRYANT & HAMILL, LLC | Sold out | -666.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -612.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $600.0k110.9k shares |
| GROUP ONE TRADING LLC | Reduced | $2.7k500 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Unchanged | $6.5k1.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.9% |
| AMERIPRISE FINANCIAL INC 13G · institution +1.3 pts · filed 2026-08-14 | 8.4% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 13G · institution +2.3 pts · filed 2026-08-12 | 7.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
Erez REIT Opportunities LP
13D · may seek influence
new · filed 2026-10-05
Stated purposeThe Reporting Persons believe that the securities of the Issuer are undervalued and represent an attractive investment opportunity. The Reporting Persons have communicated with management and the Board of Directors of the Issuer (the "Board") regarding capital allocation, business management and operations, and strategy and plans of the Issuer, including a potential strategic review of some or all of the Issuer's assets. The Reporting Persons intend to have discussions with management and members of the Board about the foregoing matters, and may discuss other matters including, without limitation, the Issuer's management, corporate governance (including the composition of the Board), capital structure and/or corporate structure, dividend and/or buyback policies and compensation practice… Full filing |
5.8% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 13G · institution new · filed 2026-08-14 | 5.1% |
Fell to 5% or below in the last year: COHEN & STEERS, INC. (0.0%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $135.8k | — |
| Q1 2025 | 0 | — | 1 | $344.6k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 17.9m $96.7m | Added +1.0m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 14.5m $78.4m | Added +1.9m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2.52% of their portfolio | 13.1m $70.9m | Added +4.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 12.5m $67.7m | Added +153.5k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 2.45% of their portfolio | 8.7m $47.0m | Added +2.2m |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 6.9m $37.4m | Added +2.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.1m $32.8m | Added +65.3k |
| STATE STREET CORP 0.00% of their portfolio | 6.0m $32.5m | Added +6.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.0m $21.8m | Added +403.3k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.17% of their portfolio | 3.6m $19.4m | Added +328.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 3.3m $17.7m | Added +5.4k |
| Legal & General Group Plc 0.00% of their portfolio | 3.2m $17.2m | Added +281.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 3.1m $16.7m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 2.3m $12.3m | Reduced -612.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $10.6m | Added +447.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $8.7m | Reduced -876.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.5m $8.1m | Reduced -438.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.4m $7.5m | Added +31.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $7.4m | Added +181.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $6.6m | Added +1.0m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.2m $6.4m | Added +108.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 1.1m $6.1m | Reduced -49.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.1m $6.1m | Added +653.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.1m $5.8m | Added +1.1m |
| SummitTX Capital, L.P. 0.15% of their portfolio | 1.1m $5.7m | Reduced -373.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 944.2k $5.1m | Added +926.6k |
| WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio | 937.0k $5.1m | Reduced -927.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 926.8k $5.0m | Added +27.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 830.6k $4.5m | Added +158.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 825.1k $4.5m | Added +48.2k |
| NAN FUNG TRINITY (HK) LTD 0.43% of their portfolio | 801.3k $4.3m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 750.0k $4.0m | Reduced -751.4k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 740.0k $4.0m | Added +65.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 720.4k $3.9m | Reduced -2.0m |
| BESSEMER GROUP INC 0.01% of their portfolio | 712.1k $3.9m | Unchanged |
| WATERFALL ASSET MANAGEMENT, LLC 2.28% of their portfolio | 689.5k $3.7m | Reduced -25.0k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.05% of their portfolio | 687.8k $3.7m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 626.1k $3.4m | Added +262.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 601.3k $3.3m | Reduced -61.7k |
| FMR LLC 0.00% of their portfolio | 537.1k $2.9m | Reduced -78.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 514.7k $2.7m | Added +264 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 472.0k $2.6m | New |
| Nuveen, LLC 0.00% of their portfolio | 445.6k $2.4m | Reduced -476.3k |
| Invesco Ltd. 0.00% of their portfolio | 434.1k $2.3m | Reduced -17.5k |
| Jump Financial, LLC 0.02% of their portfolio | 385.0k $2.1m | New |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 316.7k $1.7m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 313.4k $1.7m | Added +272.3k |
| Swiss National Bank 0.00% of their portfolio | 282.5k $1.5m | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 280.5k $1.5m | Added +14.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 269.4k $1.5m | Added +23.6k |
| CITIGROUP INC 0.00% of their portfolio | 262.6k $1.4m | Added +37.5k |
| Leonteq Securities AG 0.08% of their portfolio | 247.8k $1.3m | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 243.8k $1.3m | Added +79.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 228.3k $1.2m | Added +22.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 225.6k $1.2m | Added +27.6k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 225.1k $1.2m | Added +208.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 211.2k $1.1m | Reduced -28.4k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 208.5k $1.1m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 206.5k $1.1m | Reduced -783.7k |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 206.3k $1.1m | New |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 205.0k $1.1m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 197.8k $1.1m | Added +780 |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 192.7k $1.0m | Reduced -280.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 185.6k $1.0m | Added +36.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 171.2k $926.2k | Reduced -1.1m |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 166.8k $902.3k | Added +1.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 163.8k $886.2k | Added +35.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 151.5k $819.7k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 149.0k $806.3k | Added +76.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 149.0k $805.9k | Added +74.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 136.1k $736.2k | Added +41.2k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 133.0k $719.5k | New |
| Amundi 0.00% of their portfolio | 131.8k $713.1k | Added +7.1k |
| Caption Management, LLC 0.02% of their portfolio | 129.3k $699.4k | Added +29.3k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 127.6k $690.3k | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 126.9k $686.5k | Added +16.8k |
| Inspire Investing, LLC 0.03% of their portfolio | 125.9k $681.2k | Added +27.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 112.9k $610.7k | Added +9.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 108.7k $588.2k | Added +10.2k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 104.3k $564.0k | Added +41.3k |
| Boston Partners 0.00% of their portfolio | 102.4k $554.0k | Added +63.5k |
| Cerity Partners LLC 0.00% of their portfolio | 98.3k $532.0k | Added +26.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 89.4k $483.5k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 88.1k $476.7k | Added +21.6k |
| Engineers Gate Manager LP 0.01% of their portfolio | 82.7k $447.4k | New |
| Creative Planning 0.00% of their portfolio | 82.6k $446.7k | Added +44.5k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 80.3k $435.0k | New |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 78.7k $424.0k | Added +1.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 76.9k $416.2k | Added +65.3k |
| Heitman Real Estate Securities LLC 0.03% of their portfolio | 74.1k $401.1k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 70.7k $382.4k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 70.2k $379.7k | Added +119 |
| GeoWealth Management, LLC 0.01% of their portfolio | 68.7k $371.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 66.2k $358.4k | Added +599 |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 63.5k $325.0k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 63.2k $342.0k | Reduced -33.0k |
| Resona Asset Management Co.,Ltd. 0.00% of their portfolio | 62.9k $335.1k | Unchanged |
| Jupiter Topco LLC 0.00% of their portfolio | 62.2k $336.7k | First filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 61.0k $330.3k | Added +183 |
| Vert Asset Management LLC 0.09% of their portfolio | 59.1k $319.7k | Added +3.0k |