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

Obermeyer Wealth 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	$51K	Hold	10,738	–	–	﹤0.01%	300
2026 Q1	$56.3K	Hold	10,738	–	–	﹤0.01%	298
2025 Q4	$68.1K	Hold	10,738	–	–	﹤0.01%	287
2025 Q3	$80.6K	Hold	10,738	–	–	﹤0.01%	292
2025 Q2	$90.2K	Hold	10,738	–	–	﹤0.01%	273
2025 Q1	$90.4K	Hold	10,738	–	–	﹤0.01%	256
2024 Q4	$107K	Hold	10,738	–	–	0.01%	254
2024 Q3	$118K	Hold	10,738	–	–	0.01%	256
2024 Q2	$94.2K	Hold	10,738	–	–	0.01%	243
2024 Q1	$109K	Hold	10,738	–	–	0.01%	249
2023 Q4	$99.5K	Hold	10,738	–	–	0.01%	212
2023 Q3	$85.9K	Hold	10,738	–	–	0.01%	209
2023 Q2	$73.9K	Hold	10,738	–	–	0.01%	209
2023 Q1	$76.1K	Hold	10,738	–	–	0.01%	211
2022 Q4	$70.9K	Hold	10,738	–	–	0.01%	221
2022 Q3	$65K	Hold	10,738	–	–	0.01%	208
2022 Q2	$71K	Hold	10,738	–	–	0.01%	201
2022 Q1	$102K	Hold	10,738	–	–	0.01%	231
2021 Q4	$95K	Hold	10,738	–	–	0.01%	227
2021 Q3	$109K	Hold	10,738	–	–	0.01%	211
2021 Q2	$112K	Hold	10,738	–	–	0.01%	205
2021 Q1	$120K	Hold	10,738	–	–	0.01%	196
2020 Q4	$97K	Hold	10,738	–	–	0.01%	156
2020 Q3	$67K	Hold	10,738	–	–	0.01%	138
2020 Q2	$72K	Buy	+10,738	New	+$80K	0.01%	134

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

Obermeyer Wealth Partners's OGCP Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Empire State Realty Series 60 (OGCP) position steady in Q2 2026 at 10,738 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Obermeyer Wealth Partners first reported a position in OGCP in Q2 2020 and has held it in 25 quarters since. The position peaked at $120K in Q1 2021. 20 funds tracked by Wall St. Rank hold OGCP as of Q2 2026.

Obermeyer Wealth Partners held 10,738 shares of Empire State Realty Series 60 worth $51K as of Q2 2026.
Obermeyer Wealth Partners left its Empire State Realty Series 60 share count unchanged in Q2 2026.
Empire State Realty Series 60 made up ﹤0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #300 holding.
Obermeyer Wealth Partners first reported a position in Empire State Realty Series 60 in Q2 2020 and has held it in 25 quarters since.
Obermeyer Wealth Partners's Empire State Realty Series 60 position peaked at $120K in Q1 2021.
20 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.