CWM
OGCP

Congress Wealth Management’s Empire State Realty Series 60 OGCP Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-21,474
Closed -$215K – 1106
2024
Q4 		$215K Buy
+21,474
New +$229K ﹤0.01% 845

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Congress Wealth Management's OGCP Position: Q1 2025 in Review

Congress Wealth Management sold out of Empire State Realty Series 60 (OGCP) in Q1 2025, closing a stake of 21,474 shares — an estimated $215K sold.

Congress Wealth Management first reported a position in OGCP in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 15 funds tracked by Wall St. Rank hold OGCP as of Q1 2025.

  • Congress Wealth Management reported no remaining Empire State Realty Series 60 position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 21,474 Empire State Realty Series 60 shares in Q1 2025, an estimated $215K.
  • Congress Wealth Management first reported a position in Empire State Realty Series 60 in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Empire State Realty Series 60 position peaked at $215K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.