# Empire State Realty Trust, Inc. (ESRT)

> Source: Nexqual · https://nexqual.com/ESRT · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Empire State Realty Trust, Inc. (ESRT), nexqual.com/ESRT" · informational, not investment advice.

**Price:** USD 4.73 (-1.05% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 4.78 · day 4.72–4.93 · 52w 3.93–8.04 · market cap $1.45B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold ESRT (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.83 on a 1–5 scale) (6 analysts), mean target USD 5.2 (range 5–6).
- Total return with dividends: 1Y -32.2% vs S&P 500 +18.1%; 5Y -52.4% vs S&P 500 +85.1%.
- Next earnings: 2026-11-02, EPS estimate USD —, revenue estimate $191M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold ESRT. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mason Hawkins | Southeastern Asset Management | 2.45% | $47.0M | Added +34.3% |

## Analysts
Consensus Hold (mean 2.83 on a 1–5 scale), 6 analysts; mean target USD 5.2 (low 5, high 6).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-21 | Evercore ISI Group | Target lowered | In-Line | $5.5 → $5 |
| 2026-09-01 | Wells Fargo | Target lowered | Underweight | $6 → $5 |
| 2026-08-05 | Citigroup | Target lowered | Neutral | $5.75 → $5 |
| 2026-07-30 | Evercore ISI Group | Target lowered | In-Line | $6 → $5.5 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -32.2% | -52.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -32.3% | -13.8% |
| Volatility (annualized) | 36.3% | 35.5% |
| Max drawdown | -49.4% (Oct 2025→Sep 2026) | -64.1% (Oct 2024→Sep 2026) |

## Peers (REIT - Diversified)
AAT (American Assets Trust, Inc.) USD 21.45 -1.06% · GNL (Global Net Lease, Inc.) USD 7.44 -3.00% · JBGS (JBG SMITH Properties) USD 11.08 -0.63% · SAFE (Safehold Inc. New) USD 11.55 -3.51% · CTO (CTO Realty Growth, Inc.) USD 20.6 -0.91% · GOOD (Gladstone Commercial Corporatio) USD 12.64 -1.56%

## More
Full page: https://nexqual.com/ESRT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt