ESRT

Empire State Realty Trust-A Cross-source read$4.28 0.94%
Real EstateCUSIP 292104106· EOD Sep 11, 2026

Among active 13F managers last quarter, 5 opened and 24 added, while 15 reduced; the largest holder to move was Lasalle Investment Management Securities LLC (+64%). No open-market insider trades in the last 180 days.

Tracked 13F holders
203
78 in Q2 2026 filings
13F value (tracked)
$689.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
29 adding · 15 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$4.28 0.94%5Y -56.9%
$3.72$5.76$7.80$9.84$11.882021202220232024202520262328302936292935272929313826283533243631343342294232245424543852495345465057483421
Hover for who · click for detailEnd-of-day closing prices52w $4.24 – $7.97

Who owns ESRT?

203 tracked 13F filers · ranked by shares held

203 tracked 13F filers disclose a position in ESRT as of the latest SEC 13F filings, a combined $689.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.17.9M
$96.7M
+5.9%
Added · +1.0M sh
Q2 2026
2Ameriprise Financial Inc12.6M
$65.3M
+4.3%
Added · +517K sh
Q1 2026
3Vanguard Portfolio Management LLC12.5M
$67.7M
+1.2%
Added · +153K sh
Q2 2026
4Lasalle Investment Management Securities LLC9.1M
$47.1M
+64%
Added · +3.5M sh
Q1 2026
5Southeastern Asset Management Inc8.7M
$47.0M
+34%
Added · +2.2M sh
Q2 2026
6Vanguard Capital Management LLC6.1M
$32.8M
+1.1%
Added · +65K sh
Q2 2026
7State Street Corp6.0M
$32.5M
+0.1%
Added · +7K sh
Q2 2026
8Sumitomo Mitsui Trust Group, Inc.4.9M
$25.5M
+55%
Added · +1.8M sh
Q1 2026
9Geode Capital Management, LLC4.0M
$21.8M
+11%
Added · +403K sh
Q2 2026
10Centersquare Investment Management LLC3.6M
$19.4M
+10%
Added · +328K sh
Q2 2026
11Charles Schwab Investment Management Inc3.3M
$17.0M
+2.8%
Added · +90K sh
Q1 2026
12Legal & General Group Plc2.9M
$15.1M
−10%
Reduced · −340K sh
Q1 2026
13Principal Financial Group Inc2.7M
$14.0M
−22%
Reduced · −739K sh
Q1 2026
14Northern Trust Corp2.5M
$12.9M
−9.6%
Reduced · −264K sh
Q1 2026
15William Blair Investment Management, LLC2.3M
$12.3M
−21%
Reduced · −613K sh
Q2 2026
16Dimensional Fund Advisors LP1.9M
$10.1M
−4.5%
Reduced · −91K sh
Q1 2026
17Goldman Sachs Group Inc1.5M
$7.8M
−24%
Reduced · −479K sh
Q1 2026
18JPMorgan Chase & Co1.5M
$7.7M
+1.5%
Added · +22K sh
Q1 2026
19Arrowstreet Capital, Limited Partnership1.4M
$7.1M
+32%
Added · +333K sh
Q1 2026
20Qube Research & Technologies Ltd1.3M
$6.8M
−14%
Reduced · −216K sh
Q1 2026
21Morgan Stanley1.2M
$6.2M
+5.8%
Added · +65K sh
Q1 2026
22Nordea Investment Management AB1.2M
$6.0M
+14%
Added · +148K sh
Q1 2026
23Hotchkis & Wiley Capital Management LLC1.2M
$6.4M
+10%
Added · +108K sh
Q2 2026
24Citadel Advisors LLC1.1M
$6.1M
+140%
Added · +653K sh
Q2 2026
25Vanguard Fiduciary Trust Co927K
$5.0M
+3.1%
Added · +28K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ESRT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in ESRT and 24 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
24
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ESRT also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA105 funds$354.0B
Microsoft CorpMSFT104 funds$218.5B
Meta Platforms Inc-Class AMETA104 funds$90.0B
Costco Wholesale CorpCOST103 funds$29.4B
Amazon.com IncAMZN102 funds$170.1B
Alphabet Inc-CL AGOOGL102 funds$147.1B
Visa Inc-Class A SharesV102 funds$50.4B
Unitedhealth Group IncUNH102 funds$28.5B
Eli Lilly & CoLLY101 funds$70.6B
Lam Research CorpLRCX101 funds$44.8B
Oracle CorpORCL101 funds$19.0B
American Tower CorpAMT101 funds$10.5B

Ranked by how many of ESRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ESRT.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Mar 24, 2025Durels Thomas P.EVP, Real EstateSell (S)12K$95K
Mar 21, 2025Durels Thomas P.EVP, Real EstateSell (S)6K$46K
Mar 20, 2025Durels Thomas P.EVP, Real EstateSell (S)13K$102K
Mar 19, 2025Durels Thomas P.EVP, Real EstateSell (S)13K$101K
Dec 24, 2024Durels Thomas P.EVP, Real EstateSell (S)10K$101K
Dec 18, 2024Durels Thomas P.EVP, Real EstateSell (S)3K$35K
Jul 30, 2018Karp David AEVP & CFOBuy (P)5K$73K
May 31, 2018Qatar Investment Authority10% OwnerBuy (P)284K$4.7M
Mar 9, 2018Karp David AEVP and CFOBuy (P)1K$17K
Mar 5, 2018Giliberto Salvatore MichaelDirectorBuy (P)1K$17K
Dec 4, 2017Malkin Anthony EChairman and CEO, DirectorSell (S)
2 lots, same day
1.2M$25.4M
Feb 26, 2016Giliberto Salvatore MichaelDirectorBuy (P)1K$16K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4930
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
ESRT is in Real Estate, which smart money is rotating OUT OF
$887.3M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

78 tracked filers in Q2 2026 filingsstill filing
097194Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $107.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for ESRT

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Ask your agent what changed in ESRT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ESRT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ESRT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.