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Jupiter Asset Management’s Empire State Realty Trust ESRT Stock Holding History

Jupiter Asset Management’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
2024
Q4 		– Sell
-110,532
Closed -$1.22M – 416
2024
Q3 		$1.22M Sell
110,532
-175,352
-61% -$1.83M 0.01% 339
2024
Q2 		$2.68M Hold
285,884
– – 0.03% 304
2024
Q1 		$2.9M Buy
+285,884
New +$2.82M 0.03% 294
2021
Q3 		– Sell
-24,164
Closed -$289K – 576
2021
Q2 		$289K Buy
+24,164
New +$284K ﹤0.01% 542

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Jupiter Asset Management's ESRT Position: Q4 2024 in Review

Jupiter Asset Management sold out of Empire State Realty Trust (ESRT) in Q4 2024, closing a stake of 110,532 shares — an estimated $1.22M sold.

Jupiter Asset Management first reported a position in ESRT in Q2 2021 and held it in 4 quarters. The position peaked at $2.9M in Q1 2024. 225 funds tracked by Wall St. Rank hold ESRT as of Q4 2024.

  • Jupiter Asset Management reported no remaining Empire State Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 110,532 Empire State Realty Trust shares in Q4 2024, an estimated $1.22M.
  • Jupiter Asset Management first reported a position in Empire State Realty Trust in Q2 2021 and held it in 4 quarters.
  • Jupiter Asset Management's Empire State Realty Trust position peaked at $2.9M in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.