United Capital Financial Advisors’s Empire State Realty Series 60 OGCP Stock Holding History

United Capital Financial 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 Q2	$81.2K	Sell	13,546 -3,664	-21%	-$19.5K	﹤0.01%	1599
2026 Q1	$90.2K	Hold	17,210	–	–	﹤0.01%	1598
2025 Q4	$109K	Buy	+17,210	New	+$118K	﹤0.01%	1351

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

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

United Capital Financial Advisors's OGCP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Empire State Realty Series 60 (OGCP) stake by 21% in Q2 2026, selling an estimated $19.5K and leaving 13,546 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

United Capital Financial Advisors first reported a position in OGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 20 funds tracked by Wall St. Rank hold OGCP as of Q2 2026.

United Capital Financial Advisors held 13,546 shares of Empire State Realty Series 60 worth $81.2K as of Q2 2026.
United Capital Financial Advisors sold 3,664 Empire State Realty Series 60 shares in Q2 2026, an estimated $19.5K.
Empire State Realty Series 60 made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1599 holding.
United Capital Financial Advisors first reported a position in Empire State Realty Series 60 in Q4 2025 and has held it in 3 quarters since.
United Capital Financial Advisors's Empire State Realty Series 60 position peaked at $109K in Q4 2025.
20 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.