Market Cap
$693.8M
ESRT
Empire State Realty Trust, Inc.
$4.14 ▲ +0.36%
Prev close $4.13Market cap$693.8M
ConsensusHold
12-mo target$5.40 (+30.3%)
▲ Bullish
Analyst conviction 6/10
28 New Institutional Positions19 Institutional Exits Real Estate
Snapshot
The big-picture read on ESRT right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (58%)
Inst. Holders
50 funds
Inst. Value
$596.5M
Inst. Activity
28 buys / 19 sells
SEC Reports
2
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: ESRT — 67.8% short (1.3M / 1.9M)
Short: 1,286,570 | Exempt: 495 | TRF Vol: 1,896,480 | Short Ratio: 67.8% | Off-exchange volume (dark
Jun 30, 2026 Inst.
Sumitomo Mitsui Trust Group, — ADD
6,905,936 shares ($37.4M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC MARSHALL WACE, LLP — NEW
3,094,792 shares ($16.7M)
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
May 15, 2026 Insider
GILBERT STEVEN J was granted 19,236 shares
Director
May 15, 2026 Insider
Giliberto Salvatore Michael was granted 19,236 shares
Director
May 15, 2026 Insider
Apr 2, 2026 SEC Hill Grant was granted 19,236 shares
Director
This filing is a definitive proxy statement for Empire State Realty Trust's 2026 annual shareholder meeting. It contains
DEFA14A — Impact 3/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
58% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Apr 15, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Aug 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Jul 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Jun 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| May 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Apr 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Mar 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% | |
| Feb 1, 2026 | 3 | 4 | 4 | 1 | 0 | 58% |
Price targets
Where 5 covering analysts think ESRT trades over the next 12 months.
$5.40 +30.3% upside Strong Buy
Current$4.15 Low$5.00 Median$5.00 High$7.00 5 analysts
$5.00$7.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 3.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: ESRT — 67.8% short (1.3M / 1.9M)
Short: 1,286,570 | Exempt: 495 | TRF Vol: 1,896,480 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ESRT — 55.5% short (1.0M / 1.7M)
Short: 955,473 | Exempt: 1,464 | TRF Vol: 1,722,158 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: ESRT up 22% to 11.6M shares
Settlement 2026-09-15 | Days to cover: 2.88 | ≈6.76% of shares outstanding (est.)
Sep 11, 2026
ftd
FTD: ESRT — 269,448 shares ($1.1M) failed to deliver
Settlement: 20260911, Price: $4.24, FTD Value: $1,142,459.52, EMPIRE ST RLTY TR INC CL A (MD
Sep 10, 2026
short_volume
Short Volume: ESRT — 70.6% short (1.1M / 1.5M)
Short: 1,092,277 | Exempt: 1,311 | TRF Vol: 1,547,278 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.2B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.2B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.7B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.7B | — |
Institutional ownership
Which big funds own ESRT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $596.5M total value (110,285,886 shares) as of 2026-Q2. Top holders: BlackRock,, AMERIPRISE, VANGUARD. Net buying activity: 28 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,877,908 | $96.7M | 16.2% | — |
| AMERIPRISE FINANCIAL INC | 14,485,533 | $78.4M | 13.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,511,023 | $67.7M | 11.3% | — |
| Sumitomo Mitsui Trust Group, Inc. | 6,905,936 | $37.4M | 6.3% | ADD +40.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,057,833 | $32.8M | 5.5% | — |
| STATE STREET CORP | 6,006,793 | $32.5M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,030,612 | $21.8M | 3.7% | — |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3,580,271 | $19.4M | 3.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,278,870 | $17.7M | 3.0% | — |
| Legal & General Group Plc | 3,184,307 | $17.2M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | ADD | 4,905,653 | 6,905,936 | +40.8% | $37.4M |
| MARSHALL WACE, LLP | NEW | — | 3,094,792 | — | $16.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,509,401 | 1,956,667 | +29.6% | $10.6M |
| NORTHERN TRUST CORP | TRIM | 2,481,686 | 1,605,025 | -35.3% | $8.7M |
| CITADEL ADVISORS LLC | DOUBLED | 467,665 | 1,120,921 | +139.7% | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 823 | 1,067,924 | +129659.9% | $5.8M |
| FIRST TRUST ADVISORS LP | DOUBLED | 17,619 | 944,189 | +5258.9% | $5.1M |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 1,864,355 | 937,042 | -49.7% | $5.1M |
| JPMORGAN CHASE & CO | TRIM | 1,501,407 | 749,958 | -50.0% | $4.0M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 2,696,708 | 720,377 | -73.3% | $3.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 22 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | GILBERT STEVEN J | Director | AWARD | 19,236 | — | — |
| May 15, 2026 | Giliberto Salvatore Michael | Director | AWARD | 19,236 | — | — |
| May 15, 2026 | Hill Grant | Director | AWARD | 19,236 | — | — |
| May 15, 2026 | Robinson James D IV | Director | AWARD | 19,236 | — | — |
| May 15, 2026 | Giliberto Salvatore Michael | Director | AWARD | 23,856 | — | — |
| May 15, 2026 | HAN PATRICIA | Director | AWARD | 23,856 | — | — |
| May 15, 2026 | Hill Grant | Director | AWARD | 23,856 | — | — |
| May 15, 2026 | Malkin George L.W. | Director | AWARD | 23,856 | — | — |
| May 15, 2026 | Robinson James D IV | Director | AWARD | 23,856 | — | — |
| May 15, 2026 | Van Tassell Christina | Director | AWARD | 23,856 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESRT.
Shares short
11,639,275
Settlement Sep 15, 2026
Change vs prior
+22.3%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈6.8%
Estimate — not % of float
All ESRT filing & press-release reports (2)
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportApr 2, 2026