ESRT at a glance
Empire State Realty Trust, Inc. (ESRT, SEC CIK 1541401) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as May 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Empire State Realty Trust, Inc. (ESRT) reported revenue of $766.8 million (up 0.0% from FY2024) and net income of $43.4 million. Diluted EPS was $0.25.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Empire State Realty Trust, Inc. (ESRT) shares worth $387.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $766.8M
- +0.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $387.9M · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total revenue $196.9M, up 3.0% YoY from $191.3M
- Observatory worst-performing segment: revenue $24.2M, down 28.5% YoY from $33.9M
- Operating loss $(138.7)M vs $35.1M operating income, including $166.1M goodwill impairment
- Cash and restricted cash $128.2M, down from $136.7M; operating cash flow $88.5M, down $21.4M
- $75.7M net sale proceeds from 250 West 57th Street; $110.0M land acquisition completed in May 2026
Risk Factors
- No material risk-factor changes as of June 30, 2026
- Carried-forward risks remain governed by the December 31, 2025 Form 10-K
- Credit risk context: amended credit agreement dated July 17, 2026
- Capital-allocation risk: $500.0 million repurchase authorization remains unused through June 30, 2026
AI summary of the ESRT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced on July 29, 2026
- Supplemental operating information available in Exhibit 99.2
Item 1.01: Entry into a Material Definitive Agreement
- $490M facility: $245M term loan plus $245M delayed draw capacity available within six months
- Borrowing supports working capital, capital expenditures, acquisitions, and real estate development
Item 7.01: Regulation FD Disclosure
- Investor Presentation posted June 2, 2026 for Nareit REITweek 2026 meetings
- Exhibit 99.1 contains management’s investor-facing materials and potentially updated operating messaging
AI summaries of ESRT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ESRT
Don't miss the next ESRT filing
- Alerts as it files. A push when ESRT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ESRT, by share count.
- Ask anything. An AI agent that reads every ESRT filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Malkin George L.W. | A | May 15, 2026 | 23,856 | - |
| YANG HANNAH Y | A | May 15, 2026 | 23,856 | - |
| Van Tassell Christina | A | May 15, 2026 | 23,856 | - |
| Hill Grant | A | May 15, 2026 | 23,856 | - |
| Hill Grant | A | May 15, 2026 | 19,236 | - |
| Hood Robert Paige | A | May 15, 2026 | 23,856 | - |
| Hood Robert Paige | A | May 15, 2026 | 19,236 | - |
| HAN PATRICIA | A | May 15, 2026 | 23,856 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $738.2M | $766.8M | $766.8M |
| Operating Income | $146.7M | $158.7M | $135.6M |
| Net Income | - | $47.4M | $43.4M |
| Op. Margin | 19.9% | 20.7% | 17.7% |
| Net Margin | - | 6.2% | 5.7% |
| Balance Sheet | |||
| Total Assets | $4.2B | $4.5B | $4.5B |
| Equity | $985.5M | $1.0B | $1.1B |
| ROE | - | 4.6% | 4.1% |
| Per Share | |||
| EPS | $0.30 | $0.28 | $0.25 |
| Cash Flow | |||
| Operating CF | $232.5M | $260.9M | $249.1M |
Source: XBRL data in Empire State Realty Trust, Inc. (ESRT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ESRT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $387.9M |
| Q1 2026 | 30 | $416.6M |
| Q4 2025 | 27 | $533.5M |
| Q3 2025 | 28 | $590.3M |
| Q2 2025 | 29 | $568.9M |
| Q1 2025 | 25 | $423.8M |
| Q4 2024 | 21 | $459.5M |
| Q3 2024 | 20 | $249.2M |
- Ameriprise Financial+1.92M (+15%)
- AQR Capital Management+1.03M (+516%)
- BlackRock+1.00M (+6%)
- Citadel Advisors LLC+653.3K (+140%)
- Goldman Sachs Group+447.3K (+30%)
- COHEN & STEERS, INC.−10.56M (-100%)
- Principal Financial Group−1.98M (-73%)
- Northern Trust−876.7K (-35%)
- JPMorgan Chase & Co−751.4K (-50%)
- Dimensional Fund Advisors−438.2K (-23%)
- Millennium Management+472.0K
- Raymond James Financial−11.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ESRT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | May 7, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 10-K | Mar 2, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 17, 2026 | - | - |
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ESRT SEC filings: frequently asked questions
Which institutions hold ESRT stock?
As of June 30, 2026, the largest Empire State Realty Trust, Inc. (ESRT) holders among the 13F filers tracked by SignalX were BlackRock ($96.7 million), Ameriprise Financial ($78.4 million), Vanguard Portfolio Management LLC ($67.7 million), Vanguard Capital Management LLC ($32.8 million), State Street Corp ($32.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ESRT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Empire State Realty Trust, Inc. (ESRT) reported revenue of $766.8 million (up 0.0% from FY2024) and net income of $43.4 million. Diluted EPS was $0.25. The figures come from the XBRL data in the 10-K.
What did ESRT report in its latest 8-K?
Empire State Realty Trust, Inc. (ESRT) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results announced on July 29, 2026.
What are the latest ESRT SEC filings?
Empire State Realty Trust, Inc. (ESRT) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on May 19, 2026.
What is ESRT's SEC CIK number?
Empire State Realty Trust, Inc. (ESRT)'s SEC Central Index Key (CIK) is 1541401. EDGAR lists every ESRT filing under that number.
Ask anything about ESRT
The research agent reads ESRT's filings, financials, insider trades and 13F holders, then answers with sources.