Empire State Realty Trust Inc (ESRT) Ownership

7.97 ↑0.07 (0.89%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Empire State Realty Trust Inc (ESRT), owning a total of 19.8 million shares. Combined, the top 40 institutional holders of ESRT own 83.67% of the company with a total of 139.4 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders increased their combined ownership of ESRT by 4 million shares. 12 institutions bought 7,309,604 total additional shares and increased their ownership by an average of 15.97%. However 8 institutions sold 3,350,591 total shares and decreased their ownership by an average of 15.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Empire State Realty Trust increased by a net total of 3,959,013 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.808%	2.381%	19,844,999	461,421	2024-12-31
BlackRock Inc	9.470%	0.440%	15,916,796	69,651	2024-12-31
Ameriprise Financial Inc	5.495%	42.406%	9,235,041	2,750,045	2024-12-31
State Street Corp	3.688%	1.989%	6,197,972	120,859	2024-12-31
Wellington Management Company LLP	3.522%	-1.153%	5,918,822	-69,025	2024-12-31
William Blair Investment Management, LLC	2.214%	2.501%	3,720,315	90,758	2024-12-31
Charles Schwab Investment Management Inc	2.188%	-2.167%	3,677,422	-81,447	2024-12-31
Geode Capital Management, LLC	2.035%	0.383%	3,419,970	13,045	2024-12-31
Nuveen Asset Management, LLC	1.718%	26.298%	2,886,750	601,077	2024-12-31
Vision Capital Corp	1.668%	0.000%	2,802,948	0	2024-12-31
Northern Trust Corp	1.547%	42.148%	2,600,328	771,017	2024-12-31
Legal & General Group PLC	1.489%	-1.988%	2,502,317	-50,762	2024-12-31
Balyasny Asset Management LLC	1.260%	53.836%	2,118,085	741,234	2024-12-31
CBRE Investment Management Listed Real Assets LLC	1.156%	-25.304%	1,943,258	-658,306	2024-12-31
Dimensional Fund Advisors, Inc.	1.149%	-1.280%	1,931,201	-25,033	2024-12-31
T. Rowe Price Investment Management,Inc.	1.019%	2.642%	1,711,719	44,065	2024-12-31
JPMorgan Chase & Co	1.017%	-47.106%	1,709,524	-1,522,446	2024-12-31
Arrowstreet Capital Limited Partnership	0.950%	16.652%	1,596,894	227,953	2024-12-31
Southeastern Asset Management Inc	0.926%	-17.007%	1,557,018	-319,070	2024-12-31
Millennium Management LLC	0.879%	-29.722%	1,476,646	-624,502	2024-12-31
Verition Fund Managegment, LLC	0.847%	0.000%	1,418,479	1,418,479	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.808%	2.381%	19,844,999	461,421	2024-12-31
BlackRock Inc	9.470%	0.440%	15,916,796	69,651	2024-12-31
Credit Suisse First Boston (CSFB)	6.346%	-0.807%	10,222,888	-83,122	2023-06-30
Ameriprise Financial Inc	5.495%	42.406%	9,235,041	2,750,045	2024-12-31
State Street Corporation	3.766%	-10.264%	6,230,589	-712,612	2024-03-31
State Street Corp	3.688%	1.989%	6,197,972	120,859	2024-12-31
Wellington Management Company LLP	3.522%	-1.153%	5,918,822	-69,025	2024-12-31
Equity Investment Corp	3.322%	-7.811%	5,350,957	-453,404	2023-06-30
Massachusetts Financial Services Company	2.525%	-38.115%	4,204,047	-2,589,243	2024-06-30
William Blair Investment Management, LLC	2.214%	2.501%	3,720,315	90,758	2024-12-31
Charles Schwab Investment Management Inc	2.188%	-2.167%	3,677,422	-81,447	2024-12-31
Geode Capital Management, LLC	2.035%	0.383%	3,419,970	13,045	2024-12-31
Nuveen Asset Management, LLC	1.718%	26.298%	2,886,750	601,077	2024-12-31
Vision Capital Corp	1.668%	0.000%	2,802,948	0	2024-12-31
Northern Trust Corp	1.547%	42.148%	2,600,328	771,017	2024-12-31
Legal & General Group PLC	1.489%	-1.988%	2,502,317	-50,762	2024-12-31
Balyasny Asset Management LLC	1.260%	53.836%	2,118,085	741,234	2024-12-31
Amvescap Plc.	1.220%	198.938%	2,034,188	1,353,717	2024-09-30
CBRE Investment Management Listed Real Assets LLC	1.156%	-25.304%	1,943,258	-658,306	2024-12-31
Dimensional Fund Advisors, Inc.	1.149%	-1.280%	1,931,201	-25,033	2024-12-31
Morgan Stanley - Brokerage Accounts	1.030%	-1.704%	1,715,640	-29,748	2024-06-30
T. Rowe Price Investment Management,Inc.	1.019%	2.642%	1,711,719	44,065	2024-12-31
JPMorgan Chase & Co	1.017%	-47.106%	1,709,524	-1,522,446	2024-12-31
Arrowstreet Capital Limited Partnership	0.950%	16.652%	1,596,894	227,953	2024-12-31
Southeastern Asset Management Inc	0.926%	-17.007%	1,557,018	-319,070	2024-12-31
Bank of America Corp	0.963%	-26.334%	1,552,052	-554,826	2023-06-30
AEW Capital Management LP	0.902%	0.000%	1,503,830	1,503,830	2024-09-30
Millennium Management LLC	0.879%	-29.722%	1,476,646	-624,502	2024-12-31
Verition Fund Managegment, LLC	0.847%	0.000%	1,418,479	1,418,479	2024-12-31
NORGES BANK	0.855%	-8.012%	1,375,105	-119,769	2022-12-31
Point72 Asset Management, L.P.	0.784%	-3.719%	1,287,084	-49,716	2023-09-30
Epoch Investment Partners Inc	0.773%	-4.412%	1,249,378	-57,669	2022-12-31
Waterfront Capital Partners, LLC	0.747%	0.000%	1,243,056	1,243,056	2024-06-30
Segall Bryant & Hamill	0.723%	-5.249%	1,196,041	-66,251	2024-03-31
Hotchkis & Wiley Capital Management LLC	0.713%	7.948%	1,186,590	87,370	2024-06-30
Hotchkis & Wiley Capital Management LLC USD	0.664%	-11.464%	1,099,220	-142,330	2024-03-31
Goldman Sachs Group Inc	0.621%	-43.960%	1,027,659	-806,121	2024-03-31
Man Group PLC	0.580%	152.007%	955,004	576,045	2023-12-31
Bank of New York Mellon Corp	0.570%	15.605%	917,603	123,863	2022-12-31
Hill Winds Capital LP	0.527%	0.000%	850,000	850,000	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Empire State Realty Trust Inc (ESRT), owning a total of 5.4 million shares. Combined, the top 40 mutual fund holders of ESRT own 43.68% of the company with a total of 72.8 million shares.

In the latest ownership report on April 30th 2025, the top 40 fund holders increased their combined ownership of ESRT by 3 thousand shares. 2 funds bought 1,357 total additional shares and increased their ownership by an average of 0.06%. However 1 funds sold 4,405 total shares and decreased their ownership by an average of 0.34%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Empire State Realty Trust decreased by a net total of -3,048 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.042%	0.017%	3,432,280	580	2025-04-30
iShares Russell 2000 Value ETF	0.772%	-0.338%	1,298,253	-4,405	2025-04-30
Schwab US REIT ETF™	0.487%	0.095%	818,618	777	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.197%	-0.597%	5,372,678	-32,271	2025-03-31
CT (Lux) American Smaller Com 9U USD	3.047%	2.791%	5,121,038	139,050	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.106%	0.729%	5,042,339	36,469	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.618%	0.597%	4,399,261	26,116	2025-03-31
Vanguard US Total Market Shares ETF	2.362%	0.000%	3,961,665	0	2024-09-30
iShares Russell 2000 ETF	2.042%	0.017%	3,432,280	580	2025-04-30
Vanguard Small Cap Index	1.967%	-2.367%	3,305,850	-80,157	2025-03-31
CT American Smaller Coms(US) InstAccGBP	1.878%	0.000%	3,156,329	0	2025-03-31
MFS Meridian Prudent Wealth I1 USD	1.306%	0.000%	2,154,953	0	2024-04-30
Vanguard Small Cap Value Index Inv	1.277%	-3.588%	2,145,648	-79,858	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.272%	2.590%	2,137,742	53,961	2025-03-31
Vanguard Extended Market Index Investor	1.146%	-0.019%	1,845,419	-357	2023-08-31
Undrly L&G Heitman Property	0.996%	-0.478%	1,660,432	-7,976	2024-12-31
FID DC L&G Heitman Property Fund	0.988%	-0.478%	1,660,432	-7,976	2024-12-31
MFS New Discovery Value I	0.959%	-46.885%	1,586,288	-1,400,219	2024-07-31
Longleaf Partners Small-Cap	0.925%	-17.024%	1,554,665	-318,963	2024-12-31
Fidelity Small Cap Index	0.811%	0.000%	1,362,410	0	2025-02-28
William Blair Small Cap Value I	0.808%	0.000%	1,357,730	0	2025-03-31
T. Rowe Price Small-Cap Value	0.781%	22.238%	1,312,181	238,718	2025-03-31
iShares Russell 2000 Value ETF	0.772%	-0.338%	1,298,253	-4,405	2025-04-30
Fidelity® Small Cap Index	0.768%	2.535%	1,248,413	30,859	2023-09-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.737%	-16.924%	1,237,835	-252,165	2025-03-31
JNL/WMC Global Real Estate I	0.712%	-3.381%	1,193,205	-41,758	2024-12-31
MFS Core Equity A	0.628%	0.000%	1,021,004	0	2023-12-31
MFS Research Equity - Industry Neutral	0.622%	-25.942%	1,021,004	-357,651	2023-12-31
Heitman US RES Total Return	0.587%	-2.186%	987,008	-22,059	2025-03-31
Threadneedle (Lux) Amer Smlr Com 9U USD	0.604%	0.000%	981,188	0	2023-09-30
CBRE Global Real Estate Income	0.572%	0.000%	941,762	941,762	2023-12-29
Vanguard Real Estate II Index	0.542%	0.670%	911,137	6,064	2025-03-31
Bridge Builder Small/Mid Cap Value	0.547%	0.000%	904,758	0	2024-06-30
Nuveen Real Estate Securities	0.530%	60.331%	889,232	334,608	2024-12-31
DFA Real Estate Securities I	0.545%	-2.039%	873,338	-18,182	2023-05-31
Nuveen Real Estate Securities I	0.513%	-2.994%	862,605	-26,627	2025-02-28
AEW Global Diversified REIT (EPRA)	0.515%	0.000%	857,930	857,930	2024-09-30
JHancock Diversified Real Assets NAV	0.516%	4.385%	853,452	35,854	2024-06-30
JHVIT Real Estate Securities I	0.514%	4.795%	850,356	38,910	2024-07-31
Nuveen Quant Small Cap Equity R6	0.498%	0.000%	836,530	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.493%	-1.759%	821,231	-14,700	2024-12-31
Fidelity Extended Market Index	0.495%	1.578%	819,342	12,729	2024-08-31
Schwab US REIT ETF™	0.487%	0.095%	818,618	777	2025-04-30