Inspire Investing, LLC ESRT — EMPIRE ST RLTY TR INC

Ownership history in Inspire Investing, LLC  ·  11 quarters on record

AI Ownership Summary

Inspire Investing, LLC reported EMPIRE ST RLTY TR INC (ESRT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows ESRT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inspire Investing, LLC's position in EMPIRE ST RLTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESRT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESRT stock page Inspire Investing, LLC fund profile Inspire Investing, LLC full holdings
How Inspire Investing, LLC held ESRT — position size vs. price
% of Fund (quarterly)    ESRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 98,778 +27,041 +37.7% 0.04% $514K 2026-04-23 $5.48
2025 Q4 ADDED — — — 71,737 +12,829 +21.8% 0.04% $468K 2026-02-17 $6.35
2025 Q3 ADDED — — — 58,908 +10,349 +21.3% 0.04% $451K 2025-10-15 $7.31
2025 Q2 ADDED — — — 48,559 +4,816 +11.0% 0.04% $393K 2025-07-24 $7.26
2025 Q1 REDUCED — — — 43,743 -2,028 -4.4% 0.04% $342K 2025-06-03 $7.73
2024 Q4 ADDED — — — 45,771 +8,346 +22.3% 0.05% $472K 2025-01-17 $9.40
2024 Q3 REDUCED 19.0% -8.6% ✅ 37,425 -8,755 -19.0% 0.04% $415K 2024-10-10 $10.64
2024 Q2 ADDED — — — 46,180 +10,759 +30.4% 0.05% $433K 2024-08-12 $9.85
2024 Q1 REDUCED 9.9% -8.0% ✅ 35,421 -3,882 -9.9% 0.04% $359K 2024-05-07 $9.09
2023 Q4 ADDED — — — 39,303 +895 +2.3% 0.04% $381K 2024-02-12 $9.63
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESRT

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 0.09% Vanderbilt University 0.04% Benin Management CORP 3Y 7Y 0.03% Financial Council, LLC 3Y 0.02% Capital Investment Counsel, Inc 3Y 7Y 0.02% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.02% Robeco Institutional Asset Management B.V. 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0% Vise Technologies, Inc. 3Y 0.0%

FAQ About Inspire Investing, LLC and ESRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Inspire Investing, LLC reported owning ESRT?

Inspire Investing, LLC reported ESRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESRT position in Inspire Investing, LLC's portfolio?

The largest reported portfolio weight for ESRT was 0.05% in 2024 Q4.

What is the latest reported ESRT position on this page?

The most recent filing on this page is 2026 Q1, when Inspire Investing, LLC reported 98,778 shares, equal to 0.04% of portfolio, with an estimated market value of $514K.

What does the chart on this ESRT ownership page compare?

The chart compares Inspire Investing, LLC's quarterly ESRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Inspire Investing, LLC time their ESRT position?

Based on 13F filing dates vs. subsequent ESRT price moves, Inspire Investing, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on ESRT relative to SPY over the holding period was -34.8%.

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