Bank of Montreal’s Empire State Realty Series 60 OGCP Stock Holding History

Bank of Montreal’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
2026 Q1	$31.2K	Hold	5,947	–	–	﹤0.01%	3397
2025 Q4	$37.7K	Hold	5,947	–	–	﹤0.01%	3247
2025 Q3	$44.7K	Hold	5,947	–	–	﹤0.01%	3148
2025 Q2	$50K	Hold	5,947	–	–	﹤0.01%	3136
2025 Q1	$50.1K	Hold	5,947	–	–	﹤0.01%	3067
2024 Q4	$59.5K	Hold	5,947	–	–	﹤0.01%	3074
2024 Q3	$70.8K	Hold	5,947	–	–	﹤0.01%	3337
2024 Q2	$58.9K	Hold	5,947	–	–	﹤0.01%	3395
2024 Q1	$63K	Hold	5,947	–	–	﹤0.01%	3401
2023 Q4	$57.2K	Hold	5,947	–	–	﹤0.01%	3526
2023 Q3	$53.2K	Sell	5,947 -100	-2%	-$827	﹤0.01%	3420
2023 Q2	$45.4K	Buy	+6,047	New	+$37.7K	﹤0.01%	3620
2021 Q2	–	Sell	-6,700	Closed	-$76K	–	4551
2021 Q1	$76K	Hold	6,700	–	–	﹤0.01%	3525
2020 Q4	$61K	Sell	6,700 -70	-1%	-$545	﹤0.01%	3850
2020 Q3	$44K	Hold	6,770	–	–	﹤0.01%	3491
2020 Q2	$43K	Sell	6,770 -425	-6%	-$3.17K	﹤0.01%	3499
2020 Q1	$58K	Hold	7,195	–	–	﹤0.01%	2832
2019 Q4	$100K	Hold	7,195	–	–	﹤0.01%	3493
2019 Q3	$101K	Sell	7,195 -75	-1%	-$1.06K	﹤0.01%	3288
2019 Q2	$105K	Sell	7,270 -100	-1%	-$1.54K	﹤0.01%	3309
2019 Q1	$116K	Sell	7,370 -226	-3%	-$3.44K	﹤0.01%	2995
2018 Q4	$112K	Sell	7,596 -200	-3%	-$3.13K	﹤0.01%	2897
2018 Q3	$130K	Hold	7,796	–	–	﹤0.01%	2986
2018 Q2	$133K	Sell	7,796 -75	-1%	-$1.26K	﹤0.01%	2984
2018 Q1	$131K	Hold	7,871	–	–	﹤0.01%	2843
2017 Q4	$160K	Sell	7,871 -438	-5%	-$8.91K	﹤0.01%	2776
2017 Q3	$169K	Hold	8,309	–	–	﹤0.01%	2735
2017 Q2	$172K	Hold	8,309	–	–	﹤0.01%	2727
2017 Q1	$170K	Sell	8,309 -438	-5%	-$8.99K	﹤0.01%	2559
2016 Q4	$176K	Hold	8,747	–	–	﹤0.01%	2556
2016 Q3	$185K	Sell	8,747 -475	-5%	-$9.81K	﹤0.01%	2493
2016 Q2	$173K	Hold	9,222	–	–	﹤0.01%	2541
2016 Q1	$161K	Sell	9,222 -500	-5%	-$8.25K	﹤0.01%	2588
2015 Q4	$174K	Sell	9,722 -300	-3%	-$5.33K	﹤0.01%	2503
2015 Q3	$170K	Sell	10,022 -415	-4%	-$7.09K	﹤0.01%	2340
2015 Q2	$176K	Hold	10,437	–	–	﹤0.01%	2465
2015 Q1	$193K	Hold	10,437	–	–	﹤0.01%	2379
2014 Q4	$185K	Hold	10,437	–	–	﹤0.01%	2492
2014 Q3	$154K	Sell	10,437 -300	-3%	-$4.75K	﹤0.01%	2647
2014 Q2	$169K	Hold	10,737	–	–	﹤0.01%	2581
2014 Q1	$151K	Hold	10,737	–	–	﹤0.01%	2622
2013 Q4	$151K	Buy	+10,737	New	+$159K	﹤0.01%	2356

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

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Bank of Montreal's OGCP Position: Q1 2026 in Review

Bank of Montreal held its Empire State Realty Series 60 (OGCP) position steady in Q1 2026 at 5,947 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

Bank of Montreal first reported a position in OGCP in Q4 2013 and has held it in 42 quarters since. The position peaked at $193K in Q1 2015. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

Bank of Montreal held 5,947 shares of Empire State Realty Series 60 worth $31.2K as of Q1 2026.
Bank of Montreal left its Empire State Realty Series 60 share count unchanged in Q1 2026.
Empire State Realty Series 60 made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3397 holding.
Bank of Montreal first reported a position in Empire State Realty Series 60 in Q4 2013 and has held it in 42 quarters since.
Bank of Montreal's Empire State Realty Series 60 position peaked at $193K in Q1 2015.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.