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Empire State Realty Trust

198 hedge funds and large institutions have $2.12B invested in Empire State Realty Trust in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.39% less ownership

Funds ownership: 76.12%75.73% (-0.39%)

2% less capital invested

Capital invested by funds: $2.15B → $2.12B (-$38.7M)

7% less funds holding

Funds holding: 212198 (-14)

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $357K

Holders
198
Holders Change
-14
Holders Change %
-6.6%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
77
Reduced
68
Closed
35
Calls
Puts
$357K
Net Calls
-$357K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$366M +$9.39M +550,352 +3%
BlackRock
2
BlackRock
New York
$145M +$2.18M +127,933 +1%
RC
3
Resolution Capital
Australia
$143M -$971K -56,882 -0.7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$126M +$46.6M +2,728,647 +56%
BC
5
Brookfield Corp
Ontario, Canada
$80.3M -$5.09M -298,100 -6%
Invesco
6
Invesco
Georgia
$79.3M -$2.77M -162,116 -3%
HRES
7
Heitman Real Estate Securities
Illinois
$58.4M +$9.66M +566,104 +21%
Citadel Advisors
8
Citadel Advisors
Florida
$55.5M -$1.76M -103,247 -3%
Prudential Financial
9
Prudential Financial
New Jersey
$52.7M +$8.06M +472,254 +17%
Renaissance Technologies
10
Renaissance Technologies
New York
$51.1M +$6.45M +378,048 +14%
ACI
11
AMP Capital Investors
Australia
$50.1M +$6.05M +354,777 +13%
JP Morgan Chase
12
JP Morgan Chase
New York
$45.2M +$7.03M +411,775 +18%
Cohen & Steers
13
Cohen & Steers
New York
$43.1M -$11.4M -667,561 -20%
American Century Companies
14
American Century Companies
Missouri
$42.8M +$2.79M +163,480 +7%
LPC
15
Long Pond Capital
New York
$39.8M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$38.7M -$27.6K -1,619 -0.1%
State Street
17
State Street
Massachusetts
$35.5M +$2.06M +120,440 +6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$30M -$12.1M -709,700 -28%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$28.5M +$6.62M +388,163 +29%
Bank of America
20
Bank of America
North Carolina
$27.6M -$76.5K -4,481 -0.3%
Millennium Management
21
Millennium Management
New York
$27.4M +$7.62M +446,704 +37%
Norges Bank
22
Norges Bank
Norway
$26.5M +$972K +56,980 +4%
Goldman Sachs
23
Goldman Sachs
New York
$25.9M +$264K +15,449 +1%
Northern Trust
24
Northern Trust
Illinois
$23.7M -$849K -49,742 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$21.8M +$1.02M +59,704 +5%

ESRT Hedge Fund Activity: Q3 2018 in Review

198 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q3 2018, worth a combined $2.12B — down 1.8% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ESRT and 21 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 77 added.

The largest buyer was AllianceBernstein, adding an estimated $46.6M. The largest seller was Daiwa Securities Group, cutting an estimated $43M.

  • 198 institutional investors held Empire State Realty Trust (ESRT) as of Q3 2018, down from 212 in Q2 2018.
  • Funds reported $2.12B of Empire State Realty Trust stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 21 funds opened new Empire State Realty Trust positions in Q3 2018 and 35 closed out, a net change of -14 holders.
  • The largest Empire State Realty Trust buyer in Q3 2018 was AllianceBernstein, an estimated $46.6M added.
  • The largest Empire State Realty Trust seller in Q3 2018 was Daiwa Securities Group, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2018.