Ritholtz Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Ritholtz Wealth 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
2025 Q3	–	Sell	-13,798	Closed	-$112K	–	1067
2025 Q2	$112K	Sell	13,798 -43,968	-76%	-$337K	﹤0.01%	955
2025 Q1	$452K	Sell	57,766 -42,047	-42%	-$378K	0.01%	622
2024 Q4	$1.03M	Sell	99,813 -12,714	-11%	-$138K	0.03%	359
2024 Q3	$1.25M	Sell	112,527 -31,863	-22%	-$332K	0.04%	325
2024 Q2	$1.35M	Buy	144,390 +3,427	+2%	+$32K	0.04%	275
2024 Q1	$1.43M	Buy	140,963 +28,047	+25%	+$277K	0.05%	267
2023 Q4	$1.09M	Buy	112,916 +28,681	+34%	+$249K	0.04%	292
2023 Q3	$677K	Buy	84,235 +64,880	+335%	+$542K	0.03%	385
2023 Q2	$145K	Buy	+19,355	New	+$122K	0.01%	645

Other funds holding ESRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ritholtz Wealth Management's ESRT Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Empire State Realty Trust (ESRT) in Q3 2025, closing a stake of 13,798 shares — an estimated $112K sold.

Ritholtz Wealth Management first reported a position in ESRT in Q2 2023 and held it in 9 quarters. The position peaked at $1.43M in Q1 2024. 219 funds tracked by Wall St. Rank hold ESRT as of Q3 2025.

Ritholtz Wealth Management reported no remaining Empire State Realty Trust position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 13,798 Empire State Realty Trust shares in Q3 2025, an estimated $112K.
Ritholtz Wealth Management first reported a position in Empire State Realty Trust in Q2 2023 and held it in 9 quarters.
Ritholtz Wealth Management's Empire State Realty Trust position peaked at $1.43M in Q1 2024.
219 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.