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Empire State Realty Trust

235 hedge funds and large institutions have $963M invested in Empire State Realty Trust in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $228K | Put options by funds: $48K

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

4% more funds holding

Funds holding: 225235 (+10)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

0.11% more ownership

Funds ownership: 73.77%73.89% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $1.26B → $963M (-$299M)

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
85
Reduced
79
Closed
21
Calls
$228K
Puts
$48K
Net Calls
+$180K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
201
Spirit of America Management Corp
New York
$7.82K
SAM
202
Smartleaf Asset Management
Massachusetts
$7.41K
Simplex Trading
203
Simplex Trading
Illinois
$5K +$5.87K +652 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$4.92K -$2.06K -229 -27%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$4K +$972 +108 +32%
NSIM
206
North Star Investment Management
Illinois
$3.94K +$18 +2 +0.4%
VWA
207
VSM Wealth Advisory
Maryland
$3.91K -$3.86K -429 -46%
GBT
208
Grove Bank & Trust
Florida
$3.91K +$4.5K +500 New
Optiver Holding
209
Optiver Holding
Netherlands
$3.63K
HT
210
Headlands Technologies
Illinois
$3.54K +$3.26K +362 +398%
CCM
211
Coldstream Capital Management
Washington
$3.35K +$3.85K +428 New
PS
212
Principal Securities
Iowa
$2.92K
TCOV
213
Trust Company of Vermont
Vermont
$2.75K
HFS
214
Hantz Financial Services
Michigan
$2K
TCM
215
Tradewinds Capital Management
Washington
$1.97K +$9 +1 +0.4%
MWA
216
Medallion Wealth Advisors
Connecticut
$1.95K
LC
217
Lindbrook Capital
California
$1.89K -$3.15K -350 -59%
MCM
218
Manchester Capital Management
Vermont
$1.83K -$11.9K -1,327 -85%
RIL
219
Rothschild Investment LLC
Illinois
$1.6K -$855 -95 -32%
FFA
220
Farther Finance Advisors
California
$1.5K
KFI
221
Key Financial Inc
Pennsylvania
$1.24K
AssetMark Inc
222
AssetMark Inc
California
$1.02K +$1.17K +130 New
Bessemer Group
223
Bessemer Group
New Jersey
$1K -$288 -32 -20%
QC
224
Quent Capital
New York
$985
CA
225
Clearstead Advisors
Ohio
$750 +$9 +1 +1%

ESRT Hedge Fund Activity: Q1 2025 in Review

235 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q1 2025, worth a combined $963M — down 24% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESRT positions and 21 closed out — a net gain of 11 holders — while 85 added to existing stakes and 79 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $24.9M. The largest seller was Wellington Management Group, cutting an estimated $44.9M.

  • 235 institutional investors held Empire State Realty Trust (ESRT) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $963M of Empire State Realty Trust stock for Q1 2025, down 24% quarter-over-quarter.
  • 32 funds opened new Empire State Realty Trust positions in Q1 2025 and 21 closed out, a net change of +11 holders.
  • The largest Empire State Realty Trust buyer in Q1 2025 was Centersquare Investment Management, an estimated $24.9M added.
  • The largest Empire State Realty Trust seller in Q1 2025 was Wellington Management Group, an estimated $44.9M sold.

Based on aggregated 13F filings for Q1 2025.