ZIM
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Zacks Investment Management’s Empire State Realty Trust ESRT Stock Holding History

Zacks Investment 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
2023
Q4 		– Sell
-20,038
Closed -$161K – 636
2023
Q3 		$161K Buy
+20,038
New +$167K ﹤0.01% 580
2016
Q3 		– Sell
-53,125
Closed -$1.01M – 673
2016
Q2 		$1.01M Buy
53,125
+2,420
+5% +$45.4K 0.03% 319
2016
Q1 		$889K Buy
50,705
+37,777
+292% +$624K 0.03% 343
2015
Q4 		$234K Buy
+12,928
New +$232K 0.01% 498
2015
Q3 		– Sell
-18,746
Closed -$320K – 606
2015
Q2 		$320K Buy
18,746
+5,192
+38% +$93.5K 0.01% 514
2015
Q1 		$255K Buy
+13,554
New +$246K 0.01% 544

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's ESRT Position: Q4 2023 in Review

Zacks Investment Management sold out of Empire State Realty Trust (ESRT) in Q4 2023, closing a stake of 20,038 shares — an estimated $161K sold.

Zacks Investment Management first reported a position in ESRT in Q1 2015 and held it in 6 quarters. The position peaked at $1.01M in Q2 2016. 209 funds tracked by Wall St. Rank hold ESRT as of Q4 2023.

  • Zacks Investment Management reported no remaining Empire State Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 20,038 Empire State Realty Trust shares in Q4 2023, an estimated $161K.
  • Zacks Investment Management first reported a position in Empire State Realty Trust in Q1 2015 and held it in 6 quarters.
  • Zacks Investment Management's Empire State Realty Trust position peaked at $1.01M in Q2 2016.
  • 209 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.