Beacon Pointe Advisors’s Empire State Realty Series 60 OGCP Stock Holding History

Beacon Pointe Advisors’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	$169K	Hold	32,211	–	–	﹤0.01%	1749
2025 Q4	$204K	Hold	32,211	–	–	﹤0.01%	1419
2025 Q3	$242K	Buy	+32,211	New	+$240K	﹤0.01%	1259
2025 Q1	–	Sell	-32,211	Closed	-$322K	–	1251
2024 Q4	$322K	Buy	+32,211	New	+$343K	﹤0.01%	984
2024 Q2	–	Sell	-32,211	Closed	-$327K	–	1354
2024 Q1	$327K	Hold	32,211	–	–	﹤0.01%	1084
2023 Q4	$299K	Hold	32,211	–	–	﹤0.01%	1084
2023 Q3	$258K	Buy	+32,211	New	+$266K	﹤0.01%	1132

Other funds holding OGCP

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 $1.14B AUM 16.59% 1-Year Est. Return

OWP

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

OGF

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

Beacon Pointe Advisors's OGCP Position: Q1 2026 in Review

Beacon Pointe Advisors held its Empire State Realty Series 60 (OGCP) position steady in Q1 2026 at 32,211 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Beacon Pointe Advisors first reported a position in OGCP in Q3 2023 and has held it in 7 quarters since. The position peaked at $327K in Q1 2024. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

Beacon Pointe Advisors held 32,211 shares of Empire State Realty Series 60 worth $169K as of Q1 2026.
Beacon Pointe Advisors left its Empire State Realty Series 60 share count unchanged in Q1 2026.
Empire State Realty Series 60 made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1749 holding.
Beacon Pointe Advisors first reported a position in Empire State Realty Series 60 in Q3 2023 and has held it in 7 quarters since.
Beacon Pointe Advisors's Empire State Realty Series 60 position peaked at $327K in Q1 2024.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.