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Cohen & Steers and affiliates have disclosed a significant passive stake in Empire State Realty Trust, Inc. common stock. As of December 31, 2025, they report beneficial ownership of 11,128,303 shares, representing 6.58% of the outstanding common stock.
Cohen & Steers Capital Management, Inc. has sole voting power over 8,668,915 shares and sole dispositive power over the full 11,128,303 shares, with no shared voting or dispositive power. The securities are held for the benefit of client accounts, which are entitled to dividends and sale proceeds.
The group certifies that the position was acquired and is held in the ordinary course of business as investment advisers and is not intended to change or influence control of Empire State Realty Trust.
Empire State Realty Trust reported an equity incentive grant to EVP, CFO and CAO Stephen Horn. On February 3, 2026, he was awarded 16,027 LTIP Units at a price of $0 per unit, bringing his total derivative holdings to 154,702 LTIP Units.
The LTIP Units are long-term incentive plan units in Empire State Realty OP, L.P. that, after vesting and sufficient tax capital allocations, can be converted into Operating Partnership Units and then redeemed on a one-for-one basis for Class A common stock or cash, at the company’s option. These units were earned based on a three-year performance period ending December 31, 2025; half vested January 1, 2026 and the remaining half is scheduled to vest on December 31, 2026, subject to continued employment.
Empire State Realty Trust executive Thomas P. Durels, EVP of Real Estate, reported a performance-based equity award. On February 3, 2026, he was granted 263,831 LTIP Units of Empire State Realty OP, L.P. at a price of $0 per unit.
These LTIP Units can, after vesting and conversion steps, be redeemed on a one-for-one basis for shares of Empire State Realty Trust, Inc. Class A common stock or their cash value, at the company’s option. Following this grant, Durels beneficially owns 3,211,106 derivative securities.
The LTIP Units were earned based on three-year performance criteria tied to the company’s operational results and total shareholder return through December 31, 2025. Half of the earned LTIP Units vested on January 1, 2026, and the remaining half is scheduled to vest on December 31, 2026, subject to continued employment.
Empire State Realty Trust President Christina Chiu reported a performance-based equity award. On February 3, 2026, she was granted 196,957 LTIP Units of Empire State Realty OP, L.P. at a price of $0 per unit under the 2019 equity incentive plan.
These LTIP Units can, after vesting and tax capital allocations, be converted into Operating Partnership Units and then redeemed for Empire State Realty Trust Class A common stock on a one-for-one basis or cash at the issuer’s option. They were earned based on operational performance and total shareholder return over a three-year period ending December 31, 2025. Half vested on January 1, 2026, and the remaining half is scheduled to vest on December 31, 2026, subject to continued employment. Following this grant, Chiu beneficially owns 1,497,214 derivative securities.
Empire State Realty Trust, Inc. Chairman and CEO Anthony E. Malkin reported an award of 499,603 LTIP Units on February 3, 2026. These long-term incentive plan units were granted at $0 under the company’s 2019 Equity Incentive Plan and are held as derivative securities.
The LTIP Units can, after vesting and tax-related conditions, be converted into Operating Partnership Units and then redeemed for an equal number of Class A common shares or their cash value, at the company’s option. After this grant, Malkin beneficially owned 6,360,574 derivative LTIP Units.
The award was earned based on the company’s operational performance and total shareholder return over a three-year period that ended on December 31, 2025. Half of the earned LTIP Units vested on January 1, 2026, with the remaining half scheduled to vest on December 31, 2026, subject to continued employment.
Empire State Realty Trust, Inc. announced that its board has authorized a new repurchase program of up to $500 million of Class A common stock and Empire State Realty OP, L.P.’s Series ES, Series 60 and Series 250 operating partnership units. The authorization runs from January 1, 2026 through December 31, 2027 and will replace the existing $500 million program covering 2024–2025.
Repurchases may be made through open market purchases or privately negotiated transactions, with the timing and amount dependent on market conditions, regulatory requirements and other factors. The board may suspend, terminate, increase or decrease the authorization at any time without prior notice.
Empire State Realty Trust (ESRT) received a Schedule 13G/A (Amendment No. 1) reporting updated institutional ownership as of 09/30/2025. Ameriprise Financial, Inc. reported an aggregate 11,934,145 shares beneficially owned, representing 7.1% of the class, with shared voting power 11,855,681 and shared dispositive power 11,934,145; sole voting and dispositive power were listed as 0.00.
Affiliated UK entities under the Ameriprise umbrella, including TAM UK International Holdings Limited, Threadneedle Holdings Limited, TAM UK Holdings Limited, Threadneedle Asset Management Holdings Limited, TC Financing Ltd, Threadneedle Asset Management Limited, and Threadneedle Investment Services Limited, each reported 8,658,705 shares beneficially owned, or 5.1%, with shared voting and dispositive power of 8,658,705 and no sole power. The filing states the securities were acquired and are held in the ordinary course of business.
Empire State Realty Trust (ESRT) reported Q3 results reflecting steady property operations with mixed segment trends. Total revenue was $197.730 million versus $199.599 million a year ago. Rental revenue rose to $158.410 million, while Observatory revenue declined to $36.037 million. Net income attributable to common stockholders was $7.985 million, or $0.05 per share, compared with $0.08 per share last year.
Year to date, net cash provided by operating activities was $215.154 million. ESRT reduced balance sheet risk: total debt principal was $2.072 billion at quarter‑end, the unsecured revolver balance was $0, and the company repaid $100.0 million of senior notes that matured in March. Subsequent to quarter‑end, ESRT agreed to a private placement of $175.0 million 5.47% Series L Senior Notes due January 7, 2031, scheduled to fund on December 18, 2025.
Strategically, ESRT added Brooklyn retail in June 2025 for $31.0 million and completed the consensual foreclosure of First Stamford Place in February 2025, recognizing related gains earlier in 2024 and 2025. Dividends per share were $0.035 for the quarter.
Empire State Realty Trust, Inc. (ESRT) 10-Q — Quarter ended June 30, 2025. Total revenues were $191.3 million for the quarter and $371.3 million for the six months ended June 30, 2025, roughly in line with prior-year periods. Operating income for Q2 was $35.1 million vs. $39.4 million a year ago. Net income for Q2 was $11.4 million (net income attributable to common stockholders $6.5 million), with basic EPS of $0.04 (Q2 2024: $0.10). Dividends per share remained $0.035 for the quarter.
Balance sheet and liquidity highlights: total assets declined to $4.079 billion from $4.510 billion at year-end 2024. Cash and cash equivalents fell to $94.6 million (cash+restricted $136.7 million). Total principal debt decreased to $2.072 billion; Series A senior unsecured notes of $100.0 million matured March 27, 2025 and were repaid. Material property transactions include acquisitions on North 6th Street, Williamsburg (aggregate disclosed purchases of $31.0 million in June 2025 and $195.0 million in Sept–Oct 2024) and the consensual foreclosure and derecognition of First Stamford Place with related gains recognized (~$13.2 million in Q1 2025). As of June 30, 2025, ESRT reported compliance with debt covenants.