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Empire State Realty Trust

225 hedge funds and large institutions have $1.26B invested in Empire State Realty Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,695% more call options, than puts

Call options by funds: $559K | Put options by funds: $20K

69% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 58

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

2% more funds holding

Funds holding: 221225 (+4)

1.78% more ownership

Funds ownership: 72%73.77% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.31B → $1.26B (-$46.5M)

Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
98
Reduced
58
Closed
24
Calls
$559K
Puts
$20K
Net Calls
+$539K
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$4.77K +$5.01K +462 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$4K -$119K -10,967 -97%
PHK
203
Point72 Hong Kong
Hong Kong
$3.95K +$4.15K +383 New
TCOV
204
Trust Company of Vermont
Vermont
$3.62K
RIL
205
Rothschild Investment LLC
Illinois
$3.1K +$1.41K +130 +76%
PS
206
Principal Securities
Iowa
$2.92K +$694 +64 +29%
TCM
207
Tradewinds Capital Management
Washington
$2.58K +$11 +1 +0.4%
MWA
208
Medallion Wealth Advisors
Connecticut
$2.58K +$2.71K +250 New
Bessemer Group
209
Bessemer Group
New Jersey
$2K
HFS
210
Hantz Financial Services
Michigan
$2K
FFA
211
Farther Finance Advisors
California
$1.98K -$889 -82 -30%
KFI
212
Key Financial Inc
Pennsylvania
$1.64K
QC
213
Quent Capital
New York
$1.3K +$1.37K +126 New
CA
214
Clearstead Advisors
Ohio
$985
HT
215
Headlands Technologies
Illinois
$939 -$10.1K -928 -91%
AF
216
Allworth Financial
California
$523 +$130 +12 +29%
VCM
217
Versant Capital Management
Arizona
$506
HNB
218
Huntington National Bank
Ohio
$464
CA
219
Continuum Advisory
Idaho
$454
CAS
220
Coppell Advisory Solutions
Texas
$394
WA
221
WPG Advisers
Maryland
$351 +$369 +34 New
CAM
222
Creekmur Asset Management
Illinois
$144
DF
223
Dunhill Financial
United Kingdom
$99
GRP
224
Global Retirement Partners
California
$32
ACM
225
AEW Capital Management
Massachusetts
-$16.7M -1,503,830 Closed

ESRT Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q4 2024, worth a combined $1.26B — down 3.6% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ESRT positions and 24 closed out — a net gain of 7 holders — while 98 added to existing stakes and 58 trimmed.

The largest buyer was Ameriprise, adding an estimated $29.8M. The largest seller was AEW Capital Management, exiting entirely with an estimated $16.7M sold.

  • 225 institutional investors held Empire State Realty Trust (ESRT) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.26B of Empire State Realty Trust stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 31 funds opened new Empire State Realty Trust positions in Q4 2024 and 24 closed out, a net change of +7 holders.
  • The largest Empire State Realty Trust buyer in Q4 2024 was Ameriprise, an estimated $29.8M added.
  • The largest Empire State Realty Trust seller in Q4 2024 was AEW Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2024.