Vert Asset Management’s Empire State Realty Trust ESRT Stock Holding History

Vert Asset 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
2026 Q2	$320K	Buy	59,090 +3,017	+5%	+$16.4K	0.09%	42
2026 Q1	$292K	Sell	56,073 -3,017	-5%	-$18.1K	0.09%	43
2025 Q4	$385K	Buy	59,090 +3,017	+5%	+$21.5K	0.13%	44
2025 Q3	$430K	Hold	56,073	–	–	0.14%	41
2025 Q2	$454K	Buy	56,073 +324	+0.6%	+$2.48K	0.17%	41
2025 Q1	$436K	Hold	55,749	–	–	0.15%	41
2024 Q4	$575K	Buy	55,749 +2,400	+4%	+$26K	0.2%	37
2024 Q3	$591K	Hold	53,349	–	–	0.2%	34
2024 Q2	$500K	Sell	53,349 -1,548	-3%	-$14.4K	0.2%	35
2024 Q1	$556K	Buy	54,897 +2,050	+4%	+$20.2K	0.23%	34
2023 Q4	$512K	Hold	52,847	–	–	0.22%	35
2023 Q3	$425K	Hold	52,847	–	–	0.22%	38
2023 Q2	$396K	Hold	52,847	–	–	0.2%	36
2023 Q1	$343K	Buy	52,847 +26,368	+100%	+$193K	0.2%	37
2022 Q4	$178K	Sell	26,479 -225	-0.8%	-$1.58K	0.16%	40
2022 Q3	$175K	Hold	26,704	–	–	0.17%	40
2022 Q2	$188K	Hold	26,704	–	–	0.17%	40
2022 Q1	$262K	Buy	26,704 +7,903	+42%	+$74.4K	0.21%	40
2021 Q4	$167K	Buy	+18,801	New	+$186K	0.14%	45

Other funds holding ESRT

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

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vert Asset Management's ESRT Position: Q2 2026 in Review

Vert Asset Management increased its Empire State Realty Trust (ESRT) stake by 5.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 59,090 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #42.

Vert Asset Management first reported a position in ESRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $591K in Q3 2024. 229 funds tracked by Wall St. Rank hold ESRT as of Q2 2026.

Vert Asset Management held 59,090 shares of Empire State Realty Trust worth $320K as of Q2 2026.
Vert Asset Management bought 3,017 Empire State Realty Trust shares in Q2 2026, an estimated $16.4K.
Empire State Realty Trust made up 0.09% of Vert Asset Management's portfolio in Q2 2026, its #42 holding.
Vert Asset Management first reported a position in Empire State Realty Trust in Q4 2021 and has held it in 19 quarters since.
Vert Asset Management's Empire State Realty Trust position peaked at $591K in Q3 2024.
229 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.