Vanguard's increased stake is routine index-fund activity and does not signal activist intent. Monitor for any future 13D conversion or additional insider buying patterns, but no immediate catalyst is present.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 5.9% passive stake in Empire State Realty Trust, Inc. as of September 30, 2026, representing 10,171,085 shares. This is an increase from the prior filing 77 days ago, consistent with Vanguard's typical index-fund portfolio rebalancing.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 10,171,085 shares of Empire State Realty Trust common stock.
- The stake represents 5.9% of shares outstanding as of September 30, 2026.
- The filing is an amendment to a prior Schedule 13G, indicating an increase in position.
- Vanguard certified the shares were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control.
- The filing is made under Rule 13d-1(b) as a passive investment.
Financial Impact
Vanguard's stake of 10,171,085 shares at the market cap of $856M implies a value of approximately $50.5 million, representing about 5.9% of the company.
Risk Factors
- No material risks identified from this passive stake filing.
- Document contains text addressed to automated readers in the SEC release reference.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001059 |
| Document: 0002100121-26-001059-index.html | 0002100121-26-001059 |
| Document: 0002100121-26-001059.txt | 0002100121-26-001059 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $5.05 | awaiting T+5 | awaiting T+5 | $4.97 (−1.49%) |
Oct 5, 2026 27d ago | SC 13D | $4.43 $4.86 | ▲ +9.71% | ▲ +9.85% | $4.97 (+12.19%) |
Jun 11, 2026 20w ago | Institutional Cluster | $5.40 $5.14 | ▼ −4.81% | ▼ −5.25% | $4.97 (−7.96%) |
Apr 2, 2026 30w ago | DEFA14A | $5.16 $5.20 | ▲ +0.78% | ▼ −2.84% | $4.97 (−3.68%) |
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