Cerity Partners’s Empire State Realty Series 60 OGCP Stock Holding History

Cerity Partners’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 Q2	$50K	Hold	10,522	–	–	﹤0.01%	3300
2026 Q1	$55.1K	Hold	10,522	–	–	﹤0.01%	3106
2025 Q4	$66.7K	Hold	10,522	–	–	﹤0.01%	2791
2025 Q3	$79K	Hold	10,522	–	–	﹤0.01%	2651
2025 Q2	$88.4K	Hold	10,522	–	–	﹤0.01%	2496
2025 Q1	$88.6K	Hold	10,522	–	–	﹤0.01%	2336
2024 Q4	$105K	Hold	10,522	–	–	﹤0.01%	2326
2024 Q3	$116K	Hold	10,522	–	–	﹤0.01%	2412
2024 Q2	$92.3K	Buy	+10,522	New	+$97K	﹤0.01%	2117

Other funds holding OGCP

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WFAG

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

Cerity Partners's OGCP Position: Q2 2026 in Review

Cerity Partners held its Empire State Realty Series 60 (OGCP) position steady in Q2 2026 at 10,522 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Cerity Partners first reported a position in OGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $116K in Q3 2024. 20 funds tracked by Wall St. Rank hold OGCP as of Q2 2026.

Cerity Partners held 10,522 shares of Empire State Realty Series 60 worth $50K as of Q2 2026.
Cerity Partners left its Empire State Realty Series 60 share count unchanged in Q2 2026.
Empire State Realty Series 60 made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3300 holding.
Cerity Partners first reported a position in Empire State Realty Series 60 in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's Empire State Realty Series 60 position peaked at $116K in Q3 2024.
20 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.