Ethic Inc’s Empire State Realty Trust ESRT Stock Holding History

Ethic Inc’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-42,970	Closed	-$223K	–	1385
2026 Q1	$223K	Buy	42,970 +29,468	+218%	+$177K	﹤0.01%	1120
2025 Q4	$88K	Buy	+13,502	New	+$96.4K	﹤0.01%	1182
2025 Q2	–	Sell	-13,459	Closed	-$105K	–	1246
2025 Q1	$105K	Buy	13,459 +246	+2%	+$2.21K	﹤0.01%	1114
2024 Q4	$136K	Buy	+13,213	New	+$143K	﹤0.01%	1090
2024 Q3	–	Sell	-29,051	Closed	-$273K	–	1122
2024 Q2	$273K	Buy	+29,051	New	+$271K	0.01%	933

Other funds holding ESRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Ethic Inc's ESRT Position: Q2 2026 in Review

Ethic Inc sold out of Empire State Realty Trust (ESRT) in Q2 2026, closing a stake of 42,970 shares — an estimated $223K sold.

Ethic Inc first reported a position in ESRT in Q2 2024 and held it in 5 quarters. The position peaked at $273K in Q2 2024. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Ethic Inc reported no remaining Empire State Realty Trust position as of Q2 2026 after selling out during the quarter.
Ethic Inc sold 42,970 Empire State Realty Trust shares in Q2 2026, an estimated $223K.
Ethic Inc first reported a position in Empire State Realty Trust in Q2 2024 and held it in 5 quarters.
Ethic Inc's Empire State Realty Trust position peaked at $273K in Q2 2024.
228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.