ESRT

Empire State Realty Trust, Inc.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001541401
$5.44 +0.74% $938.0M
14 New Institutional Positions9 Institutional Exits
Vol
Market Cap$938.0M
Cap SizeSmall Cap
Analyst ConsensusBuy (58%)
Inst. Holders50 funds
Inst. Value$461.0M
Inst. Activity14 buys / 9 sells
SEC Reports2
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001541401·Prev Close $5.40

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in ESRT for Q4 2025 shows four buyers (led by Morgan Stanley and Wells Fargo) adding $1.3M
INST-CLUSTER — Impact 4/10
Jun 3, 2026 short_volume
Short Volume: ESRT — 55.3% short (0.3M / 0.6M)
Short: 348,662 | Exempt: 0 | TRF Vol: 630,008 | Short Ratio: 55.3% | Off-exchange volume (dark pool
May 15, 2026 Insider
Giliberto Salvatore Michael was granted 23,856 shares
Director
May 15, 2026 Insider
HAN PATRICIA was granted 23,856 shares
Director
May 15, 2026 Insider
Hill Grant was granted 23,856 shares
Director
Apr 2, 2026 SEC
This filing is a definitive proxy statement for Empire State Realty Trust's 2026 annual shareholder meeting. It contains
DEFA14A — Impact 3/10
Inst.
Sumitomo Mitsui Trust Group, — ADD
4,905,653 shares ($25.5M)
Inst.
WOLVERINE ASSET MANAGEMENT LLC — ADD
1,864,355 shares ($9.7M)

Price Targets

$6.35 +16.7% upside Buy
Current $5.44 Low $5.75 Median $6.00 High $7.00 5 analysts
$5.75 $7.00

Analyst Ratings

Hold58% buy · 12 analysts
3Strong Buy
4Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Underweight → Underweight
Apr 15, 2026 Citigroup MAINTAIN Neutral → Neutral
Mar 2, 2026 Wells Fargo MAINTAIN Underweight → Underweight
Feb 19, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 18, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line

Top Institutional Holders

FundValueMove
BlackRock, Inc.$87.8M
AMERIPRISE FINANCIAL INC$65.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$64.3M
STATE STREET CORP$31.2M
VANGUARD CAPITAL MANAGEMENT LLC$31.2M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Giliberto SalvatoreA$0.00
May 15, 2026HAN PATRICIAA$0.00
May 15, 2026Hill GrantA$0.00
May 15, 2026Malkin GeorgeA$0.00
May 15, 2026Robinson JamesA$0.00
50 institutional holders with $461.0M total value (88,533,340 shares) as of 2026-Q1. Top holders: BlackRock,, AMERIPRISE, VANGUARD. Net buying activity: 14 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.16,877,599$87.8M19.0%
2AMERIPRISE FINANCIAL INC12,564,891$65.3M14.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC12,357,530$64.3M13.9%
4STATE STREET CORP5,999,953$31.2M6.8%
5VANGUARD CAPITAL MANAGEMENT LLC5,992,563$31.2M6.8%
6Sumitomo Mitsui Trust Group, Inc.4,905,653$25.5M5.5%ADD +55.5%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,273,473$17.0M3.7%
8Legal & General Group Plc2,902,503$15.1M3.3%
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,894,917$15.1M3.3%
10DIMENSIONAL FUND ADVISORS LP1,940,596$10.1M2.2%
11WOLVERINE ASSET MANAGEMENT LLC1,864,355$9.7M2.1%ADD +33.5%
12GOLDMAN SACHS GROUP INC1,509,401$7.8M1.7%
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,358,330$7.1M1.5%ADD +32.5%
14MORGAN STANLEY1,186,117$6.2M1.3%ADD +33.8%
15NORDEA INVESTMENT MANAGEMENT AB1,177,827$6.0M1.3%
16HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,067,060$5.5M1.2%ADD +46.4%
17Universal- Beteiligungs- und Servicegesellschaft mbH990,171$5.1M1.1%DOUBLED +131.2%
18Nuveen, LLC921,898$4.8M1.0%TRIM -57.3%
19VANGUARD FIDUCIARY TRUST CO899,034$4.7M1.0%
20BNP Paribas Asset Management Holding S.A.672,326$3.5M0.8%DOUBLED +3968.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Sumitomo Mitsui Trust Group, Inc.ADD3,155,1094,905,653+55.5%$25.5M2026-Q1
WOLVERINE ASSET MANAGEMENT LLCADD1,396,1001,864,355+33.5%$9.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD1,025,5201,358,330+32.5%$7.1M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCADD728,7801,067,060+46.4%$5.5M2026-Q1
ExodusPoint Capital Management, LPDOUBLED58,162473,503+714.1%$2.5M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD233,600363,700+55.7%$1.9M2026-Q1
BANK OF AMERICA CORP /DE/ADD145,615239,604+64.5%$1.2M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM785,191230,000-70.7%$1.2M2026-Q1
Neuberger Berman Group LLCDOUBLED10,051177,383+1664.8%$922.4K2026-Q1
AmundiADD97,812124,698+27.5%$648.4K2026-Q1
SEI INVESTMENTS COTRIM196,96296,247-51.1%$500.6K2026-Q1
Cerity Partners LLCADD53,24671,815+34.9%$373.4K2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD53,43570,073+31.1%$364.4K2026-Q1
M&T BANK CORPDOUBLED4,61731,619+584.8%$164.4K2026-Q1
CWM, LLCDOUBLED6,54913,780+110.4%$71.7K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM46,07512,019-73.9%$62.5K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT77,36711,668-84.9%$60.7K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM16,7399,609-42.6%$50.0K2026-Q1
Mirae Asset Global Investments Co., Ltd.TRIM4,1892,960-29.3%$15.4K2026-Q1
Allworth Financial LPDOUBLED14196+1300.0%$1.0K2026-Q1
HRT FINANCIAL LPTRIM232,44383,361-64.1%$433.002026-Q1
PNC FINANCIAL SERVICES GROUP, INC.NEAR_EXIT84061-92.7%$317.002026-Q1
GROUP ONE TRADING LLCNEAR_EXIT2033-98.5%$16.002026-Q1
Sumitomo Mitsui Trust Group, Inc.DOUBLED1,036,2503,155,109+204.5%$20.6M2025-Q4
MORGAN STANLEYADD837,8751,121,301+33.8%$7.3M2025-Q4
13 unique insiders with 17 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Giliberto Salvatore MichaelDirectorAWARD23,856
May 15, 2026HAN PATRICIADirectorAWARD23,856
May 15, 2026Hill GrantDirectorAWARD23,856
May 15, 2026Malkin George L.W.DirectorAWARD23,856
May 15, 2026Robinson James D IVDirectorAWARD23,856
May 15, 2026Van Tassell ChristinaDirectorAWARD23,856
May 15, 2026YANG HANNAH YDirectorAWARD23,856
May 15, 2026GILBERT STEVEN JDirectorAWARD23,856
Mar 13, 2026Durels Thomas P.EVP, Real EstateAWARD321,670
Mar 13, 2026MALKIN ANTHONY EChairman and CEOAWARD601,384
Mar 13, 2026Sutherland Donna JeanChief Accounting OfficerAWARD11,584
Mar 13, 2026Horn StephenEVP and CFOAWARD69,988
Mar 13, 2026Chiu ChristinaPresidentAWARD261,808
Feb 3, 2026MALKIN ANTHONY EChairman and CEOAWARD499,603
Feb 3, 2026Horn StephenEVP, CFO and CAOAWARD16,027
Feb 3, 2026Durels Thomas P.EVP, Real EstateAWARD263,831
Feb 3, 2026Chiu ChristinaPresidentAWARD196,957

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (58% buy). Based on 12 analysts: 3 strong buy, 4 buy, 4 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$6.35 mean target +16.7% upside Buy (2.67)
$5.75 Low $7.00 High
MetricValue
Current Price$5.44
Target Low$5.75
Target Mean$6.35
Target Median$6.00
Target High$7.00
# Analysts5
RecommendationBuy (2.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $0.00 $0.00 $0.2B 6.2%
Next Q
2026-09-30
$0.00 $0.00 $0.00 $0.2B 5.3%
Current FY
2026-12-31
$0.00 $0.00 $0.00 $0.8B 5.6%
Next FY
2027-12-31
$0.00 $0.00 $0.00 $0.8B 2.9%
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Underweight Underweight
Apr 15, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 2, 2026 Wells Fargo MAINTAIN Underweight Underweight
Feb 19, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 18, 2026 Evercore ISI Group MAINTAIN In-Line In-Line

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263441058%
May 1, 20263441058%
Apr 1, 20263441058%
Mar 1, 20263441058%
Feb 1, 20263441058%
Jan 1, 20263441058%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: ESRT — 55.3% short (0.3M / 0.6M)
Short: 348,662 | Exempt: 0 | TRF Vol: 630,008 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ESRT — 59.1% short (0.4M / 0.6M)
Short: 360,360 | Exempt: 0 | TRF Vol: 610,216 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ESRT — 64.7% short (0.4M / 0.6M)
Short: 415,441 | Exempt: 0 | TRF Vol: 642,550 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ESRT — 57.5% short (0.3M / 0.5M)
Short: 311,398 | Exempt: 506 | TRF Vol: 541,816 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
ESRT Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
short_volume
Short Volume: ESRT — 55.7% short (0.5M / 0.8M)
Short: 471,823 | Exempt: 16 | TRF Vol: 846,587 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: ESRT — 75.2% short (0.7M / 0.9M)
Short: 706,424 | Exempt: 0 | TRF Vol: 939,204 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: ESRT — 56.5% short (0.3M / 0.6M)
Short: 317,823 | Exempt: 0 | TRF Vol: 562,520 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: ESRT — 59.3% short (0.4M / 0.7M)
Short: 399,950 | Exempt: 0 | TRF Vol: 674,372 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: ESRT — 89.9% short (0.5M / 0.6M)
Short: 511,654 | Exempt: 0 | TRF Vol: 568,979 | Short Ratio: 89.9% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: ESRT — 72.6% short (0.7M / 0.9M)
Short: 675,289 | Exempt: 0 | TRF Vol: 930,517 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: ESRT — 84.3% short (0.8M / 0.9M)
Short: 798,627 | Exempt: 0 | TRF Vol: 947,730 | Short Ratio: 84.3% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: ESRT — 70.0% short (0.4M / 0.6M)
Short: 422,859 | Exempt: 1,000 | TRF Vol: 604,393 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)