Empire State Realty Trust Ownership | Who Owns Empire State Realty Trust?
Empire State Realty Trust Ownership Summary
Empire State Realty Trust is owned by 71.06% institutional investors, 0.05% insiders, and 28.89% retail investors. Vanguard group is the largest institutional shareholder, holding 11.86% of ESRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.30% of its assets in Empire State Realty Trust shares.
ESRT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Empire State Realty Trust | 71.06% | 0.05% | 28.89% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Diversified REIT Stocks | 61.62% | 5.21% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.39M | 11.86% | $181.84M |
| Blackrock | 16.14M | 9.87% | $151.41M |
| Wellington management group llp | 7.15M | 4.37% | $67.04M |
| State street | 6.16M | 3.77% | $57.78M |
| Ameriprise financial | 6.05M | 3.70% | $56.70M |
| William blair investment management | 3.74M | 2.29% | $35.09M |
| Charles schwab investment management | 3.59M | 2.19% | $33.65M |
| Geode capital management | 3.37M | 2.06% | $31.60M |
| Southeastern asset management inc/tn/ | 2.72M | 1.66% | $25.48M |
| Legal & general group | 2.56M | 1.56% | $23.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 1.56M | 2.37% | $14.61M |
| Gsi capital advisors | 206.75K | 1.14% | $1.94M |
| Southeastern asset management inc/tn/ | 2.72M | 1.11% | $25.48M |
| Greenland capital management lp | 265.00K | 0.37% | $2.49M |
| Lighthouse investment partners | 845.00K | 0.32% | $7.93M |
| Thomas j. herzfeld advisors | 73.89K | 0.24% | $693.13K |
| Bbjs financial advisors | 69.24K | 0.24% | $649.47K |
| Vert asset management | 53.35K | 0.20% | $500.41K |
| Cbre investment management listed real assets | 1.13M | 0.19% | $10.59M |
| Segall bryant & hamill | 1.07M | 0.18% | $10.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.68M | 0.01% | 1.35M |
| Lighthouse investment partners | 845.00K | 0.32% | 845.00K |
| Norges bank | 737.19K | 0.00% | 737.19K |
| Wellington management group llp | 7.15M | 0.01% | 639.20K |
| 1832 asset management | 487.50K | 0.00% | 487.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | - | - | -4.20M |
| Waterfront capital partners | - | - | -1.24M |
| Millennium management | 1.64M | 0.01% | -1.07M |
| Foundry partners | - | - | -689.65K |
| Ubs asset management americas | 223.45K | 0.00% | -648.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lighthouse investment partners | 845.00K | 0.32% | 845.00K | $7.93M |
| Norges bank | 737.19K | 0.00% | 737.19K | $6.91M |
| 1832 asset management | 487.50K | 0.00% | 487.50K | $4.57M |
| Corebridge financial | 72.12K | 0.00% | 72.12K | $676.49K |
| Mirae asset global etfs | 66.71K | 0.00% | 66.71K | $625.71K |
Sold Out
| Holder | Change |
|---|---|
| Yhb investment advisors | -2.00 |
| Nelson, van denburg & campbell wealth management group | -26.00 |
| Newedge advisors | -36.00 |
| Private trust co na | -39.00 |
| Wr wealth planners | -53.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 221 | 4.25% | 117,164,604 | 3.97% | 71 | 1.50% | 113 | 5.61% | 60 | -3.23% |
| Jun 30, 2024 | 209 | 1.95% | 112,640,504 | 0.52% | 68 | 1.42% | 105 | 8.25% | 62 | -13.89% |
| Mar 31, 2024 | 205 | -2.84% | 112,058,448 | 1.88% | 69 | 4.07% | 97 | -14.16% | 72 | 24.14% |
| Dec 31, 2023 | 211 | 3.94% | 109,985,735 | -2.35% | 41 | 0.83% | 113 | 11.88% | 58 | 3.57% |
| Sep 30, 2023 | 203 | 3.05% | 112,638,268 | -13.82% | 70 | 1.07% | 101 | 9.78% | 56 | -9.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 5.49M | 3.30% | -15.48K |
| Vanguard Total Stock Mkt Idx Inv | 3.92M | 2.36% | -37.98K |
| iShares Russell 2000 ETF | 3.48M | 2.09% | -7.83K |
| Vanguard Small Cap Index | 3.30M | 1.98% | 6.45K |
| CT (Lux) American Smaller Com 9U USD | 2.61M | 1.57% | 235.01K |
| CT American Smaller Coms(US) InstAccGBP | 2.54M | 1.52% | 202.43K |
| Vanguard Small Cap Value Index Inv | 2.22M | 1.34% | -768.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.04M | 1.22% | -21.08K |
| Longleaf Partners Small-Cap | 1.87M | 1.13% | -839.27K |
| Undrly L&G Heitman Property | 1.67M | 1.01% | 54.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 18, 2024 | Durels Thomas P. | EVP, Real Estate | Sell | $34.80K |
| Jul 30, 2018 | KARP DAVID A | EVP & CFO | Buy | $72.85K |
| May 31, 2018 | Quark Holding LLC | - | Buy | $4.75M |
| Mar 09, 2018 | KARP DAVID A | EVP and CFO | Buy | $16.65K |
| Mar 05, 2018 | Giliberto Salvatore Michael | - | Buy | $16.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | - | - |
ESRT Ownership FAQ
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