Stifel Financial
ESRT icon

Stifel Financial’s Empire State Realty Trust ESRT Stock Holding History

Stifel Financial’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
Q4 		– Sell
-13,187
Closed -$101K – 3605
2025
Q3 		$101K Buy
13,187
+3,052
+30% +$23.3K ﹤0.01% 3442
2025
Q2 		$82K Buy
+10,135
New +$77.6K ﹤0.01% 3375
2020
Q1 		– Sell
-13,422
Closed -$187K – 2893
2019
Q4 		$187K Buy
+13,422
New +$188K ﹤0.01% 2786
2018
Q1 		– Sell
-214,640
Closed -$4.35M – 2724
2017
Q4 		$4.35M Sell
214,640
-17,828
-8% -$365K 0.01% 823
2017
Q3 		$4.71M Buy
+232,468
New +$4.76M 0.02% 758

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Geode Capital Management
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stifel Financial's ESRT Position: Q4 2025 in Review

Stifel Financial sold out of Empire State Realty Trust (ESRT) in Q4 2025, closing a stake of 13,187 shares — an estimated $101K sold.

Stifel Financial first reported a position in ESRT in Q3 2017 and held it in 5 quarters. The position peaked at $4.71M in Q3 2017. 210 funds tracked by Wall St. Rank hold ESRT as of Q4 2025.

  • Stifel Financial reported no remaining Empire State Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 13,187 Empire State Realty Trust shares in Q4 2025, an estimated $101K.
  • Stifel Financial first reported a position in Empire State Realty Trust in Q3 2017 and held it in 5 quarters.
  • Stifel Financial's Empire State Realty Trust position peaked at $4.71M in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.