Empire State Realty Trust
ESRT
211 hedge funds and large institutions have $920M invested in Empire State Realty Trust in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 29 closing their positions.
200% more call options, than puts
Call options by funds: $3K | Put options by funds: $1K
38% more capital inflows, than outflows
Capital inflows: $164M | Capital outflows: $119M
3.11% more ownership
Funds ownership: 80.28% → 83.39% (+3.1%)
1% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 72
4% less funds holding
Funds holding: 220 → 211 (-9)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$65.2M |
| 2 |
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$28.6M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$15.1M |
| 4 |
Southeastern Asset Management
Memphis,
Tennessee
|
+$7.67M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Resolution Capital
Sydney, NSW,
Australia
|
-$30.1M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$9.07M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.94M |
| 4 |
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$7.77M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$7.53M |
ESRT Hedge Fund Activity: Q4 2025 in Review
211 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in Empire State Realty Trust (ESRT) for Q4 2025, worth a combined $920M — down 11% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of ESRT and 23 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 73 added.
The largest buyer was Cohen & Steers, adding an estimated $65.2M. The largest seller was Resolution Capital, cutting an estimated $30.1M.
- 211 institutional investors held Empire State Realty Trust (ESRT) as of Q4 2025, down from 220 in Q3 2025.
- Funds reported $920M of Empire State Realty Trust stock for Q4 2025, down 11% quarter-over-quarter.
- 23 funds opened new Empire State Realty Trust positions in Q4 2025 and 29 closed out, a net change of -6 holders.
- The largest Empire State Realty Trust buyer in Q4 2025 was Cohen & Steers, an estimated $65.2M added.
- The largest Empire State Realty Trust seller in Q4 2025 was Resolution Capital, an estimated $30.1M sold.
Based on aggregated 13F filings for Q4 2025.