Simon Quick Advisors
OGCP icon

Simon Quick Advisors’s Empire State Realty Series 60 OGCP Stock Holding History

Simon Quick Advisors’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 		– Sell
-10,737
Closed -$68.1K – 408
2025
Q4 		$68.1K Hold
10,737
– – ﹤0.01% 387
2025
Q3 		$80.6K Hold
10,737
– – ﹤0.01% 393
2025
Q2 		$90.2K Buy
+10,737
New +$81.8K ﹤0.01% 355

Other funds holding OGCP

Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vectors Research Management
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Simon Quick Advisors's OGCP Position: Q1 2026 in Review

Simon Quick Advisors sold out of Empire State Realty Series 60 (OGCP) in Q1 2026, closing a stake of 10,737 shares — an estimated $68.1K sold.

Simon Quick Advisors first reported a position in OGCP in Q2 2025 and held it in 3 quarters. The position peaked at $90.2K in Q2 2025. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

  • Simon Quick Advisors reported no remaining Empire State Realty Series 60 position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 10,737 Empire State Realty Series 60 shares in Q1 2026, an estimated $68.1K.
  • Simon Quick Advisors first reported a position in Empire State Realty Series 60 in Q2 2025 and held it in 3 quarters.
  • Simon Quick Advisors's Empire State Realty Series 60 position peaked at $90.2K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.