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 Q1	$90.2K	Hold	17,210	–	–	﹤0.01%	1598
2025 Q4	$109K	Buy	+17,210	New	+$118K	﹤0.01%	1351

Other funds holding OGCP

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

United Capital Financial Advisors's OGCP Position: Q1 2026 in Review

United Capital Financial Advisors held its Empire State Realty Series 60 (OGCP) position steady in Q1 2026 at 17,210 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

United Capital Financial Advisors first reported a position in OGCP in Q4 2025 and has held it in 2 quarters since. The position peaked at $109K in Q4 2025. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

United Capital Financial Advisors held 17,210 shares of Empire State Realty Series 60 worth $90.2K as of Q1 2026.
United Capital Financial Advisors left its Empire State Realty Series 60 share count unchanged in Q1 2026.
Empire State Realty Series 60 made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1598 holding.
United Capital Financial Advisors first reported a position in Empire State Realty Series 60 in Q4 2025 and has held it in 2 quarters since.
United Capital Financial Advisors's Empire State Realty Series 60 position peaked at $109K in Q4 2025.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.