Loomis, Sayles & Company’s Empire State Realty Trust ESRT Stock Holding History

Loomis, Sayles & Company’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
2025 Q1	–	Sell	-1,586	Closed	-$16K	–	742
2024 Q4	$16K	Sell	1,586 -2,884	-65%	-$31.3K	﹤0.01%	693
2024 Q3	$50K	Buy	4,470 +4,332	+3,139%	+$45.2K	﹤0.01%	635
2024 Q2	$1K	Hold	138	–	–	﹤0.01%	694
2024 Q1	$1K	Buy	138 +72	+109%	+$710	﹤0.01%	688
2023 Q4	$1K	Buy	+66	New	+$572	﹤0.01%	956
2017 Q4	–	Sell	-188	Closed	-$4K	–	869
2017 Q3	$4K	Hold	188	–	–	﹤0.01%	853
2017 Q2	$4K	Hold	188	–	–	﹤0.01%	875
2017 Q1	$4K	Hold	188	–	–	﹤0.01%	882
2016 Q4	$4K	Hold	188	–	–	﹤0.01%	920
2016 Q3	$4K	Hold	188	–	–	﹤0.01%	910
2016 Q2	$4K	Buy	+188	New	+$3.53K	﹤0.01%	882

Other funds holding ESRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Loomis, Sayles & Company's ESRT Position: Q1 2025 in Review

Loomis, Sayles & Company sold out of Empire State Realty Trust (ESRT) in Q1 2025, closing a stake of 1,586 shares — an estimated $16K sold.

Loomis, Sayles & Company first reported a position in ESRT in Q2 2016 and held it in 11 quarters. The position peaked at $50K in Q3 2024. 236 funds tracked by Wall St. Rank hold ESRT as of Q1 2025.

Loomis, Sayles & Company reported no remaining Empire State Realty Trust position as of Q1 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 1,586 Empire State Realty Trust shares in Q1 2025, an estimated $16K.
Loomis, Sayles & Company first reported a position in Empire State Realty Trust in Q2 2016 and held it in 11 quarters.
Loomis, Sayles & Company's Empire State Realty Trust position peaked at $50K in Q3 2024.
236 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2025.

Based on Loomis, Sayles & Company's 13F filing for Q1 2025, filed 14 May 2025.