Zuckerman Investment Group’s Empire State Realty Trust ESRT Stock Holding History

Zuckerman Investment 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
2026 Q1	$156K	Hold	30,000	–	–	0.01%	134
2025 Q4	$196K	Hold	30,000	–	–	0.02%	136
2025 Q3	$230K	Hold	30,000	–	–	0.02%	142
2025 Q2	$243K	Hold	30,000	–	–	0.02%	135
2025 Q1	$235K	Hold	30,000	–	–	0.03%	147
2024 Q4	$285K	Hold	30,000	–	–	0.03%	129
2024 Q3	$332K	Hold	30,000	–	–	0.03%	115
2024 Q2	$281K	Hold	30,000	–	–	0.03%	119
2024 Q1	$304K	Hold	30,000	–	–	0.03%	115
2023 Q4	$291K	Hold	30,000	–	–	0.04%	107
2023 Q3	$241K	Hold	30,000	–	–	0.03%	113
2023 Q2	$225K	Hold	30,000	–	–	0.03%	114
2023 Q1	$195K	Hold	30,000	–	–	0.03%	112
2022 Q4	$202K	Hold	30,000	–	–	0.03%	121
2022 Q3	$197K	Hold	30,000	–	–	0.04%	109
2022 Q2	$211K	Hold	30,000	–	–	0.04%	99
2022 Q1	$295K	Hold	30,000	–	–	0.05%	88
2021 Q4	$267K	Hold	30,000	–	–	0.04%	100
2021 Q3	$301K	Hold	30,000	–	–	0.05%	94
2021 Q2	$360K	Buy	30,000 +15,000	+100%	+$176K	0.06%	90
2021 Q1	$167K	Hold	15,000	–	–	0.03%	105
2020 Q4	$140K	Hold	15,000	–	–	0.03%	86
2020 Q3	$92K	Hold	15,000	–	–	0.02%	79
2020 Q2	$105K	Hold	15,000	–	–	0.02%	77
2020 Q1	$134K	Buy	+15,000	New	+$184K	0.04%	67

Other funds holding ESRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zuckerman Investment Group's ESRT Position: Q1 2026 in Review

Zuckerman Investment Group held its Empire State Realty Trust (ESRT) position steady in Q1 2026 at 30,000 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #134.

Zuckerman Investment Group first reported a position in ESRT in Q1 2020 and has held it in 25 quarters since. The position peaked at $360K in Q2 2021. 221 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

Zuckerman Investment Group held 30,000 shares of Empire State Realty Trust worth $156K as of Q1 2026.
Zuckerman Investment Group left its Empire State Realty Trust share count unchanged in Q1 2026.
Empire State Realty Trust made up 0.01% of Zuckerman Investment Group's portfolio in Q1 2026, its #134 holding.
Zuckerman Investment Group first reported a position in Empire State Realty Trust in Q1 2020 and has held it in 25 quarters since.
Zuckerman Investment Group's Empire State Realty Trust position peaked at $360K in Q2 2021.
221 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.