ESRT icon

Empire State Realty Trust
ESRT

Overview Fund Activity

191 hedge funds and large institutions have $835M invested in Empire State Realty Trust in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
78
Reduced
58
Closed
23
Calls
$64K
Puts
$4.62M
Net Calls
-$4.56M
Net Calls Change
+$108K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$73.6M
2
FP
2
Foundry Partners
Minnesota
$4.2M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.5M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$13.4M
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
176
Lee Financial
Texas
$1.06K -$1.49K -229 -58%
KFI
177
Key Financial Inc
Pennsylvania
$1.03K – – –
TFA
178
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
FFA
179
Farther Finance Advisors
California
$980 +$279 +43 +40%
IA
180
IFP Advisors
Florida
$616 – – –
CA
181
Clearstead Advisors
Ohio
$603 +$6 +1 +1%
PA
182
Parallel Advisors
California
$571 -$363 -56 -39%
HIA
183
Harbor Investment Advisory
Maryland
$441 – – –
LC
184
Lindbrook Capital
California
$376 -$6.09K -939 -94%
VCM
185
Versant Capital Management
Arizona
$314 +$77 +12 +32%
PTC
186
Private Trust Company
Ohio
$253 +$253 +39 New
ASN
187
Advisory Services Network
Georgia
$240 -$32 -5 -12%
EWA
188
EverSource Wealth Advisors
Alabama
$156 – – –
EI
189
Ellevest Inc
New York
$123 +$123 +19 New
GRP
190
Global Retirement Partners
California
$17 +$17 +3 New
BWM
191
BerganKDV Wealth Management
Minnesota
$7 – – –
EIP
192
Epoch Investment Partners
New York
– -$8.42M -1,249,378 Closed
BCM
193
Bridgeway Capital Management
Texas
– -$3.15M -467,800 Closed
MWM
194
Modera Wealth Management
New Jersey
– -$1.15M -169,909 Closed
LIP
195
Lighthouse Investment Partners
Florida
– -$528K -78,355 Closed
SFS
196
Sowell Financial Services
Arkansas
– -$480K -71,211 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
– -$206K -30,550 Closed
ECM
198
ExodusPoint Capital Management
New York
– -$191K -28,354 Closed
PDN
199
Pensionfund DSM Netherlands
Netherlands
– -$108K -16,000 Closed
CC
200
Centiva Capital
New York
– -$89.7K -13,302 Closed
5 6 7
8
9