UBS Group
ESRT icon

UBS Group’s Empire State Realty Trust ESRT Stock Holding History

UBS Group’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
-40,000
Closed -$324K – 10464
2025
Q2 		$324K Buy
+40,000
New +$306K ﹤0.01% 6382

Other funds holding ESRT

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Vanguard Portfolio Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UBS Group's ESRT Position: Q2 2026 in Review

UBS Group reduced its Empire State Realty Trust (ESRT) stake by 85% in Q2 2026, selling an estimated $1.7M and leaving 55,646 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #6545.

UBS Group first reported a position in ESRT in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.75M in Q2 2025. 228 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

  • UBS Group held 55,646 shares of Empire State Realty Trust worth $301K as of Q2 2026.
  • UBS Group sold 313,100 Empire State Realty Trust shares in Q2 2026, an estimated $1.7M.
  • Empire State Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6545 holding.
  • UBS Group first reported a position in Empire State Realty Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Empire State Realty Trust position peaked at $8.75M in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.