TIAA Trust, National Association
OGCP

TIAA Trust, National Association’s Empire State Realty Series 60 OGCP Stock Holding History

TIAA Trust, National Association’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
2024
Q4 		– Sell
-13,038
Closed -$143K – 665
2024
Q3 		$143K Hold
13,038
– – ﹤0.01% 631
2024
Q2 		$119K Hold
13,038
– – ﹤0.01% 623
2024
Q1 		$132K Hold
13,038
– – ﹤0.01% 611
2023
Q4 		$129K Hold
13,038
– – ﹤0.01% 573
2023
Q3 		$104K Buy
+13,038
New +$108K ﹤0.01% 568

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $94B AUM 20.14% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

TIAA Trust, National Association's OGCP Position: Q4 2024 in Review

TIAA Trust, National Association sold out of Empire State Realty Series 60 (OGCP) in Q4 2024, closing a stake of 13,038 shares — an estimated $143K sold.

TIAA Trust, National Association first reported a position in OGCP in Q3 2023 and held it in 5 quarters. The position peaked at $143K in Q3 2024. 17 funds tracked by Wall St. Rank hold OGCP as of Q4 2024.

  • TIAA Trust, National Association reported no remaining Empire State Realty Series 60 position as of Q4 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 13,038 Empire State Realty Series 60 shares in Q4 2024, an estimated $143K.
  • TIAA Trust, National Association first reported a position in Empire State Realty Series 60 in Q3 2023 and held it in 5 quarters.
  • TIAA Trust, National Association's Empire State Realty Series 60 position peaked at $143K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2024.

Based on TIAA Trust, National Association's 13F filing for Q4 2024, filed 11 Feb 2025.