Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESRT held by the largest 10 / 25 filers.
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ESRT — a direct measure of their conviction.
Filings activity in ESRT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 216 | +4.9% | 71.62% | 16.38 pp | $663M | 19% |
| Q4 2025 | 206 | 3.7% | 88.00% | 18.02 pp | $814M | 17% |
| Q3 2025 | 214 | 4.9% | 106.02% | 2.65 pp | $981M | 2.4% |
| Q2 2025 | 225 | 2.6% | 108.67% | +9.55 pp | $1.01B | +9.6% |
| Q1 2025 | 231 | +5.0% | 99.12% | 32.48 pp | $917M | 25% |
| Q4 2024 | 220 | +0.5% | 131.60% | 4.57 pp | $1.22B | 3.4% |
| Q3 2024 | 219 | +3.8% | 136.17% | +25.05 pp | $1.26B | +23% |
| Q2 2024 | 211 | — | 111.12% | — | $1.03B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESRT stock.
Based on Q1 2026 13F filings, institutional ownership of Empire State Realty Trust, Inc. stands at 71.6%, held across 216 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESRT, with approximately 16,877,599 shares worth $0.09B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ESRT.
Our composite Smart Money Score for ESRT is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in ESRT during Q1 2026, while 34 fully exited. 46 added to existing positions and 124 trimmed.
ESRT institutional ownership fell by 16.38 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 63.7% of all reported 13F value in ESRT, and the top 25 account for 85.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Empire State Realty Trust, Inc. (ESRT) Institutional Ownership