Physician Wealth Advisors’s One Liberty Properties OLP Stock Holding History

Physician Wealth Advisors’s Portfolio OLP Stock Details OLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64K	Buy	+67	New	+$1.57K	﹤0.01%	1592
2026 Q1	–	Sell	-43	Closed	-$873	–	2190
2025 Q4	$873	Buy	+43	New	+$889	﹤0.01%	1681
2025 Q3	–	Sell	-50	Closed	-$1.19K	–	1999
2025 Q2	$1.19K	Hold	50	–	–	﹤0.01%	1281
2025 Q1	$1.31K	Hold	50	–	–	﹤0.01%	958
2024 Q4	$1.36K	Buy	+50	New	+$1.4K	﹤0.01%	893

Other funds holding OLP

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's OLP Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in One Liberty Properties (OLP) in Q2 2026: 67 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in OLP as recently as Q4 2025.

Physician Wealth Advisors first reported a position in OLP in Q4 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

Physician Wealth Advisors held 67 shares of One Liberty Properties worth $1.64K as of Q2 2026.
One Liberty Properties was a new Physician Wealth Advisors position in Q2 2026.
One Liberty Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1592 holding.
Physician Wealth Advisors first reported a position in One Liberty Properties in Q4 2024 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.