undamentalytics Newsletter

Empire State Realty OP, L.p.: which funds bought and sold

Institutions that bought and sold Empire State Realty OP shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 7 institutions that filed 13F reports for both quarters added to or opened positions in Empire State Realty OP, and 8 cut or closed them. Together they added a net 136K shares, +11.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4,623 shares (−21.2%); index fund managers held the same number of shares overall. 2 opened a new position and 4 sold out entirely.

Bought, Q2 2026 7 institutions, 2 of them new holders Sold, Q2 2026 8 institutions, 4 of them sold out
Net change, all compared +136K shares (+11.7%)
Net change, active managers −4,623 shares (−21.2%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 41
Active managers and hedge funds 0 bought · 1 sold · −4,623
Index fund managers 0 bought · 0 sold · 0
Other institutions 7 bought · 7 sold · +141K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Montag A & Associates Inc +215K New position 215K $1.2M
Susquehanna International Group, LLP +5,747 +4.6% 131K $725,357
UBS Group AG +732 New position 732 $4,063
Cassaday & Co Wealth Management LLC +234 +0.6% 37K $204,616
Commonwealth Equity Services, LLC +137 +0.3% 53K $293,080
TD Capital Management LLC +91 +0.7% 14K $76,084
LPL Financial LLC +27 +0.3% 10K $57,786

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Corient Private Wealth LP −56K Sold out 0 —
Brighton Jones LLC −15K Sold out 0 —
Citadel Advisors LLC Hedge fund −4,623 −21.2% 17K $95,521
Royal Bank Of Canada −4,103 Sold out 0 —
Sequoia Financial Advisors, LLC −3,500 −4.1% 81K $451,820
Allworth Financial LP −1,000 Sold out 0 —
Morgan Stanley −999 −1.2% 84K $464,371
Wells Fargo & Company −708 −2.8% 25K $138,434

New positions

largest by value
InstitutionSharesValue June 30, 2026
Montag A & Associates Inc 215K $1.2M
UBS Group AG 732 $4,063

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Corient Private Wealth LP 56K $281,827
Brighton Jones LLC 15K $77,169
Royal Bank Of Canada 4,103 $21,000
Allworth Financial LP 1,000 $5,040

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
37
Ten largest holders
67.3%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
1.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 0 −4,623 −21.2%
Index fund managers 0 0 0 0 0 —
Other institutions 7 7 2 4 +141K +12.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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