Wescott Financial Advisory Group’s Empire State Realty Series 60 OGCP Stock Holding History

Wescott Financial Advisory Group’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	$86.3K	Hold	16,474	–	–	0.01%	191
2025 Q4	$104K	Hold	16,474	–	–	0.01%	183
2025 Q3	$124K	Hold	16,474	–	–	0.01%	174
2025 Q2	$138K	Hold	16,474	–	–	0.01%	170
2025 Q1	$139K	Hold	16,474	–	–	0.01%	168
2024 Q4	$165K	Hold	16,474	–	–	0.02%	174
2024 Q3	$181K	Hold	16,474	–	–	0.02%	168
2024 Q2	$144K	Hold	16,474	–	–	0.02%	163
2024 Q1	$167K	Hold	16,474	–	–	0.02%	155
2023 Q4	$153K	Hold	16,474	–	–	0.02%	161
2023 Q3	$132K	Hold	16,474	–	–	0.02%	153
2023 Q2	$113K	Hold	16,474	–	–	0.02%	156
2023 Q1	$117K	Hold	16,474	–	–	0.03%	151
2022 Q4	$109K	Hold	16,474	–	–	0.02%	151
2022 Q3	$100K	Hold	16,474	–	–	0.03%	134
2022 Q2	$109K	Hold	16,474	–	–	0.03%	128
2022 Q1	$156K	Hold	16,474	–	–	0.04%	124
2021 Q4	$146K	Hold	16,474	–	–	0.08%	71
2021 Q3	$167K	Hold	16,474	–	–	0.09%	67
2021 Q2	$178K	Hold	16,474	–	–	0.1%	63
2021 Q1	$184K	Hold	16,474	–	–	0.12%	59
2020 Q4	$149K	Buy	+16,474	New	+$128K	0.1%	57

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Wescott Financial Advisory Group's OGCP Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Empire State Realty Series 60 (OGCP) position steady in Q1 2026 at 16,474 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #191.

Wescott Financial Advisory Group first reported a position in OGCP in Q4 2020 and has held it in 22 quarters since. The position peaked at $184K in Q1 2021. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2026.

Wescott Financial Advisory Group held 16,474 shares of Empire State Realty Series 60 worth $86.3K as of Q1 2026.
Wescott Financial Advisory Group left its Empire State Realty Series 60 share count unchanged in Q1 2026.
Empire State Realty Series 60 made up 0.01% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #191 holding.
Wescott Financial Advisory Group first reported a position in Empire State Realty Series 60 in Q4 2020 and has held it in 22 quarters since.
Wescott Financial Advisory Group's Empire State Realty Series 60 position peaked at $184K in Q1 2021.
17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.