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Empire State Realty Trust, Inc.

ESRT Real Estate
$4.99 $-0.21 (-4.04%)
Market Cap: $1.39 B
Gurus Holding
6
Popularity Rank
#1548
% of Shares Held
2.07%
Net Activity (Q4 2025)
+$10.53 M

Guru Ownership Trend

Guru Analysis for Empire State Realty Trust, Inc. (ESRT)

Empire State Realty Trust, Inc. (ESRT), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.79 M.

Top institutional holders include Mason Hawkins and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $10.53 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 62.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$13.56 M
Total Buy Value
New Buys 1
Additions 2
-$3.04 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Empire State Realty Trust, Inc. (ESRT)

Major holders include Mason Hawkins ($24.15 M), Steven Cohen ($6.55 M), HOTCHKIS & WILEY ($4.75 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.77 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.53 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ESRT. The total reported sell value was $3.04 M.

Yes, 1 managers opened new positions in ESRT, and 2 increased their existing holdings. The total reported buy value was $13.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.08% Add 40.8% 3,704,236 $24.15 M Q4 2025
0.01% New Buy 1,004,215 $6.55 M Q4 2025
0.01% Add 0.3% 728,780 $4.75 M Q4 2025
0.00% Reduce -62.6% 233,600 $1.52 M Q4 2025
0.00% Reduce -16.4% 87,724 $571,958 Q4 2025
0.00% Reduce -24.3% 10,204 $66,530 Q4 2025
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