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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's ESRT Position: Q1 2026 in Review

UBS Group reduced its Empire State Realty Trust (ESRT) stake by 58% in Q1 2026, selling an estimated $3.08M and leaving 368,746 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #5014.

UBS Group first reported a position in ESRT in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.75M in Q2 2025. 222 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • UBS Group held 368,746 shares of Empire State Realty Trust worth $1.92M as of Q1 2026.
  • UBS Group sold 512,769 Empire State Realty Trust shares in Q1 2026, an estimated $3.08M.
  • Empire State Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5014 holding.
  • UBS Group first reported a position in Empire State Realty Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Empire State Realty Trust position peaked at $8.75M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.