Wescott Financial Advisory Group
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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
Q3 		$68.2K Hold
16,474
– – 0.01% 199
2026
Q2 		$78.3K Hold
16,474
– – 0.01% 199
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

United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vectors Research Management
Vectors Research Management New York $362M AUM 21.88% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wescott Financial Advisory Group's OGCP Position: Q3 2026 in Review

Wescott Financial Advisory Group held its Empire State Realty Series 60 (OGCP) position steady in Q3 2026 at 16,474 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Wescott Financial Advisory Group first reported a position in OGCP in Q4 2020 and has held it in 24 quarters since. The position peaked at $184K in Q1 2021. 11 funds tracked by Wall St. Rank hold OGCP as of Q3 2026.

  • Wescott Financial Advisory Group held 16,474 shares of Empire State Realty Series 60 worth $68.2K as of Q3 2026.
  • Wescott Financial Advisory Group left its Empire State Realty Series 60 share count unchanged in Q3 2026.
  • Empire State Realty Series 60 made up 0.01% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #199 holding.
  • Wescott Financial Advisory Group first reported a position in Empire State Realty Series 60 in Q4 2020 and has held it in 24 quarters since.
  • Wescott Financial Advisory Group's Empire State Realty Series 60 position peaked at $184K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.