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Empire State Realty Trust

191 hedge funds and large institutions have $849M invested in Empire State Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

3% more funds holding

Funds holding: 185191 (+6)

2.57% more ownership

Funds ownership: 77.18%79.75% (+2.6%)

3% more capital invested

Capital invested by funds: $823M → $849M (+$26.4M)

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

99% less call options, than puts

Call options by funds: $34K | Put options by funds: $4.7M

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
53
Reduced
76
Closed
21
Calls
$34K
Puts
$4.7M
Net Calls
-$4.66M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$12.6K -1,793 -1%
MWM
52
Modera Wealth Management
New Jersey
$1.15M
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.07M -$32.5K -4,612 -3%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06M -$459K -65,186 -29%
ERSOT
55
Employees Retirement System of Texas
Texas
$1.01M +$1.06M +150,000 New
HRES
56
Heitman Real Estate Securities
Illinois
$971K -$923K -130,988 -48%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$962K -$153K -21,671 -13%
Nomura Asset Management
58
Nomura Asset Management
Japan
$917K +$50K +7,100 +6%
SO
59
STRS Ohio
Ohio
$886K -$50.9K -7,229 -5%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$855K +$57.3K +8,138 +7%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$781K -$64.6K -9,163 -7%
WFAG
62
Wescott Financial Advisory Group
Pennsylvania
$721K
TF
63
TIAA FSB
Florida
$671K -$6.47K -918 -0.9%
Amundi
64
Amundi
France
$646K +$74.1K +10,511 +13%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$623K +$6.42K +912 +1%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$600K -$1.06K -151 -0.2%
Deutsche Bank
67
Deutsche Bank
Germany
$598K -$93.5K -13,269 -13%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$564K -$191K -27,044 -24%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$562K
CIM
70
Centersquare Investment Management
Pennsylvania
$541K -$155K -22,000 -22%
LIP
71
Lighthouse Investment Partners
Florida
$528K +$552K +78,355 New
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$498K
NHC
73
Nicholas Hoffman & Company
Georgia
$489K -$109K -15,510 -18%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$482K +$67.8K +9,617 +16%
SFS
75
Sowell Financial Services
Arkansas
$480K +$502K +71,211 New

ESRT Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q4 2022, worth a combined $849M — up 3.2% from $823M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESRT positions and 21 closed out — a net gain of 8 holders — while 53 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $35.3M. The largest seller was Southeastern Asset Management, cutting an estimated $34.6M.

  • 191 institutional investors held Empire State Realty Trust (ESRT) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $849M of Empire State Realty Trust stock for Q4 2022, up 3.2% quarter-over-quarter.
  • 29 funds opened new Empire State Realty Trust positions in Q4 2022 and 21 closed out, a net change of +8 holders.
  • The largest Empire State Realty Trust buyer in Q4 2022 was Wellington Management Group, an estimated $35.3M added.
  • The largest Empire State Realty Trust seller in Q4 2022 was Southeastern Asset Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2022.