North Star Investment Management’s Empire State Realty Series 60 OGCP Stock Holding History

North Star Investment 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
2026 Q2	$102K	Hold	21,474	–	–	0.01%	607
2026 Q1	$113K	Hold	21,474	–	–	0.01%	585
2025 Q4	$136K	Hold	21,474	–	–	0.01%	499
2025 Q3	$161K	Hold	21,474	–	–	0.01%	455
2025 Q2	$180K	Hold	21,474	–	–	0.01%	435
2025 Q1	$181K	Hold	21,474	–	–	0.01%	427
2024 Q4	$215K	Hold	21,474	–	–	0.02%	405
2024 Q3	$236K	Hold	21,474	–	–	0.02%	390
2024 Q2	$188K	Hold	21,474	–	–	0.01%	417
2024 Q1	$218K	Hold	21,474	–	–	0.02%	405
2023 Q4	$199K	Hold	21,474	–	–	0.02%	415
2023 Q3	$172K	Buy	21,474 +10,737	+100%	+$88.8K	0.01%	429
2023 Q2	$73.9K	Hold	10,737	–	–	0.01%	549
2023 Q1	$76.1K	Hold	10,737	–	–	0.01%	550
2022 Q4	$70.9K	Hold	10,737	–	–	0.01%	546
2022 Q3	$65K	Hold	10,737	–	–	0.01%	500
2022 Q2	$71K	Hold	10,737	–	–	0.01%	497
2022 Q1	$102K	Sell	10,737 -10,737	-50%	-$101K	0.01%	465
2021 Q4	$191K	Buy	21,474 +10,737	+100%	+$103K	0.01%	400
2021 Q3	$109K	Hold	10,737	–	–	0.01%	462
2021 Q2	$112K	Hold	10,737	–	–	0.01%	466
2021 Q1	$120K	Hold	10,737	–	–	0.01%	422
2020 Q4	$97K	Hold	10,737	–	–	0.01%	439
2020 Q3	$67K	Hold	10,737	–	–	0.01%	467
2020 Q2	$72K	Hold	10,737	–	–	0.01%	435
2020 Q1	$91K	Hold	10,737	–	–	0.01%	408
2019 Q4	$149K	Hold	10,737	–	–	0.02%	388
2019 Q3	$152K	Hold	10,737	–	–	0.02%	379
2019 Q2	$156K	Hold	10,737	–	–	0.02%	369
2019 Q1	$169K	Hold	10,737	–	–	0.02%	373
2018 Q4	$158K	Hold	10,737	–	–	0.02%	360
2018 Q3	$178K	Hold	10,737	–	–	0.02%	365
2018 Q2	$183K	Hold	10,737	–	–	0.02%	365
2018 Q1	$178K	Hold	10,737	–	–	0.02%	365
2017 Q4	$219K	Hold	10,737	–	–	0.03%	339
2017 Q3	$219K	Hold	10,737	–	–	0.03%	344
2017 Q2	$222K	Hold	10,737	–	–	0.03%	337
2017 Q1	$220K	Hold	10,737	–	–	0.03%	331
2016 Q4	$215K	Hold	10,737	–	–	0.03%	317
2016 Q3	$227K	Hold	10,737	–	–	0.04%	275
2016 Q2	$201K	Sell	10,737 -10,737	-50%	-$199K	0.04%	284
2016 Q1	$375K	Buy	+21,474	New	+$355K	0.07%	230

Other funds holding OGCP

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

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

North Star Investment Management's OGCP Position: Q2 2026 in Review

North Star Investment Management held its Empire State Realty Series 60 (OGCP) position steady in Q2 2026 at 21,474 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #607.

North Star Investment Management first reported a position in OGCP in Q1 2016 and has held it in 42 quarters since. The position peaked at $375K in Q1 2016. 5 funds tracked by Wall St. Rank hold OGCP as of Q2 2026.

North Star Investment Management held 21,474 shares of Empire State Realty Series 60 worth $102K as of Q2 2026.
North Star Investment Management left its Empire State Realty Series 60 share count unchanged in Q2 2026.
Empire State Realty Series 60 made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #607 holding.
North Star Investment Management first reported a position in Empire State Realty Series 60 in Q1 2016 and has held it in 42 quarters since.
North Star Investment Management's Empire State Realty Series 60 position peaked at $375K in Q1 2016.
5 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.