Apexium Financial’s Empire State Realty Series 60 OGCP Stock Holding History

Apexium Financial’s Portfolio OGCP Stock Details OGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$129K	Sell	17,210 -1,551	-8%	-$11.6K	0.01%	284
2025 Q2	$158K	Sell	18,761 -3,373	-15%	-$25.7K	0.01%	272
2025 Q1	$186K	Hold	22,134	–	–	0.01%	271
2024 Q4	$221K	Hold	22,134	–	–	0.01%	241
2024 Q3	$243K	Hold	22,134	–	–	0.02%	209
2024 Q2	$194K	Sell	22,134 -1,711	-7%	-$15.8K	0.01%	220
2024 Q1	$242K	Hold	23,845	–	–	0.02%	198
2023 Q4	$221K	Hold	23,845	–	–	0.02%	249
2023 Q3	$191K	Hold	23,845	–	–	0.02%	205
2023 Q2	$164K	Hold	23,845	–	–	0.01%	210
2023 Q1	$169K	Sell	23,845 -2,344	-9%	-$16.7K	0.02%	202
2022 Q4	$173K	Hold	26,189	–	–	0.02%	198
2022 Q3	$158K	Buy	+26,189	New	+$189K	0.02%	189

Other funds holding OGCP

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

Apexium Financial's OGCP Position: Q3 2025 in Review

Apexium Financial reduced its Empire State Realty Series 60 (OGCP) stake by 8.3% in Q3 2025, selling an estimated $11.6K and leaving 17,210 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #284.

Apexium Financial first reported a position in OGCP in Q3 2022 and has held it in 13 quarters since. The position peaked at $243K in Q3 2024. 17 funds tracked by Wall St. Rank hold OGCP as of Q3 2025.

Apexium Financial held 17,210 shares of Empire State Realty Series 60 worth $129K as of Q3 2025.
Apexium Financial sold 1,551 Empire State Realty Series 60 shares in Q3 2025, an estimated $11.6K.
Empire State Realty Series 60 made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #284 holding.
Apexium Financial first reported a position in Empire State Realty Series 60 in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Empire State Realty Series 60 position peaked at $243K in Q3 2024.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.