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 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

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 $342M AUM 19.83% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 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

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 $2.17B AUM 19.33% 1-Year Est. Return

Cerity Partners's OGCP Position: Q1 2026 in Review

Cerity Partners held its Empire State Realty Series 60 (OGCP) position steady in Q1 2026 at 10,522 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Cerity Partners first reported a position in OGCP in Q2 2024 and has held it in 8 quarters since. The position peaked at $116K in Q3 2024. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

Cerity Partners held 10,522 shares of Empire State Realty Series 60 worth $55.1K as of Q1 2026.
Cerity Partners left its Empire State Realty Series 60 share count unchanged in Q1 2026.
Empire State Realty Series 60 made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3106 holding.
Cerity Partners first reported a position in Empire State Realty Series 60 in Q2 2024 and has held it in 8 quarters since.
Cerity Partners's Empire State Realty Series 60 position peaked at $116K in Q3 2024.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.