Mason Hawkins's ESRT Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 3.7 M shares of Empire State Realty Trust, Inc. (ESRT) worth $24.15 M, representing 1.08% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in ESRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 8.07 M shares. Largest reduction occurred in Q1 2015, reducing 5.66 M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins'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 Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.07 M | Add 40.84% | 3.7 M | $6.52 |
| Q2 2025 | +1.07 M | Add 68.92% | 2.63 M | $8.09 |
| Q4 2024 | -319,070 | Reduce 17.01% | 1.56 M | $10.32 |
| Q3 2024 | -840,125 | Reduce 30.93% | 1.88 M | $11.08 |
| Q2 2024 | -351,935 | Reduce 11.47% | 2.72 M | $9.38 |
| Q1 2024 | -1.07 M | Reduce 25.92% | 3.07 M | $10.13 |
| Q4 2023 | -769,842 | Reduce 15.67% | 4.14 M | $9.69 |
| Q3 2023 | -1.21 M | Reduce 19.73% | 4.91 M | $8.04 |
| Q2 2023 | -2.15 M | Reduce 26.01% | 6.12 M | $7.49 |
| Q4 2022 | -4.91 M | Reduce 37.27% | 8.27 M | $6.74 |
| Q3 2022 | -1.03 M | Reduce 7.28% | 13.18 M | $6.56 |
| Q2 2022 | -578,903 | Reduce 3.91% | 14.22 M | $7.03 |
| Q1 2022 | -395,908 | Reduce 2.61% | 14.8 M | $9.82 |
| Q4 2021 | -861,507 | Reduce 5.37% | 15.19 M | $8.90 |
| Q3 2021 | +2.5 M | Add 18.43% | 16.05 M | $10.03 |
| Q2 2021 | +777,939 | Add 6.09% | 13.56 M | $12.00 |
| Q1 2021 | -3.22 M | Reduce 20.15% | 12.78 M | $11.13 |
| Q4 2020 | +744,135 | Add 4.88% | 16 M | $9.32 |
| Q3 2020 | +251,978 | Add 1.68% | 15.26 M | $6.12 |
| Q2 2020 | +8.07 M | Add 116.48% | 15.01 M | $7.00 |
| Q1 2020 | +6.93 M | New Buy | 6.93 M | $8.96 |
| Q4 2015 | -3.79 M | Sold Out | 0 | $0.00 |
| Q2 2015 | -621,703 | Reduce 14.10% | 3.79 M | $17.06 |
| Q1 2015 | -5.66 M | Reduce 56.21% | 4.41 M | $18.81 |
| Q4 2014 | -2.34 M | Reduce 18.87% | 10.07 M | $17.58 |
| Q4 2013 | +12.42 M | New Buy | 12.42 M | $15.30 |
Mason Hawkins's Empire State Realty Trust Investment FAQs
Mason Hawkins first purchased Empire State Realty Trust, Inc. (ESRT) in Q4 2013, acquiring 12,415,753 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held Empire State Realty Trust, Inc. (ESRT) for 33 quarters since Q4 2013.
Mason Hawkins's largest addition to Empire State Realty Trust, Inc. (ESRT) was in Q4 2013, adding 12,415,753 shares worth $189.96 M.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 3,704,236 shares of Empire State Realty Trust, Inc. (ESRT), valued at approximately $24.15 M.
As of the Q4 2025 filing, Empire State Realty Trust, Inc. (ESRT) represents approximately 1.08% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in Empire State Realty Trust, Inc. (ESRT) was 16,054,090 shares, as reported at the end of Q3 2021.