Jeremy Grantham's ESRT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,204 shares of Empire State Realty Trust, Inc. (ESRT) worth $66,530, representing 0.00% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ESRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 166,929 shares. Largest reduction occurred in Q4 2022, reducing 361,364 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Empire State Realty Trust (ESRT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Empire State Realty Trust (ESRT) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3,269 | Reduce 24.26% | 10,204 | $6.52 |
| Q3 2025 | +3,005 | Add 28.71% | 13,473 | $7.66 |
| Q2 2025 | +10,468 | New Buy | 10,468 | $8.09 |
| Q4 2024 | -17,061 | Sold Out | 0 | $0.00 |
| Q3 2024 | -2,359 | Reduce 12.15% | 17,061 | $11.08 |
| Q2 2024 | +2,656 | Add 15.84% | 19,420 | $9.38 |
| Q1 2024 | +16,764 | New Buy | 16,764 | $10.13 |
| Q4 2023 | -338,400 | Sold Out | 0 | $0.00 |
| Q3 2023 | -76,649 | Reduce 18.47% | 338,400 | $8.04 |
| Q2 2023 | +98,528 | Add 31.13% | 415,049 | $7.49 |
| Q1 2023 | -17,524 | Reduce 5.25% | 316,521 | $6.49 |
| Q4 2022 | -361,364 | Reduce 51.96% | 334,045 | $6.74 |
| Q3 2022 | +30,000 | Add 4.51% | 695,409 | $6.56 |
| Q2 2022 | +45,064 | Add 7.26% | 665,409 | $7.03 |
| Q1 2022 | -23,708 | Reduce 3.68% | 620,345 | $9.82 |
| Q4 2021 | +166,929 | Add 34.99% | 644,053 | $8.90 |
| Q3 2021 | +63,000 | Add 15.21% | 477,124 | $10.03 |
| Q2 2021 | -20,224 | Reduce 4.66% | 414,124 | $12.00 |
| Q1 2021 | +164,431 | Add 60.92% | 434,348 | $11.13 |
| Q4 2020 | -56,416 | Reduce 17.29% | 269,917 | $9.32 |
| Q3 2020 | +49,008 | Add 17.67% | 326,333 | $6.12 |
| Q2 2020 | +41,525 | Add 17.61% | 277,325 | $7.00 |
| Q1 2020 | +235,800 | New Buy | 235,800 | $8.96 |
Jeremy Grantham's Empire State Realty Trust Investment FAQs
Jeremy Grantham first purchased Empire State Realty Trust, Inc. (ESRT) in Q1 2020, acquiring 235,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Empire State Realty Trust, Inc. (ESRT) for 23 quarters since Q1 2020.
Jeremy Grantham's largest addition to Empire State Realty Trust, Inc. (ESRT) was in Q1 2020, adding 235,800 shares worth $2.11 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,204 shares of Empire State Realty Trust, Inc. (ESRT), valued at approximately $66,530.
As of the Q4 2025 filing, Empire State Realty Trust, Inc. (ESRT) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Empire State Realty Trust, Inc. (ESRT) was 695,409 shares, as reported at the end of Q3 2022.