OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

17 hedge funds and large institutions have $2.08M invested in Empire State Realty Series 60 in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$190K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
AF
2
Apexium Financial
Texas
$169K
Name Market Value Shares Shares
Change 		Shares
Change %
TW
1
Transform Wealth
Colorado
$224K 31,546 – –
Morgan Stanley
2
Morgan Stanley
New York
$211K 29,822 – –
Corient Private Wealth
3
Corient Private Wealth
Florida
$190K 26,842 +26,842 New
AF
4
Apexium Financial
Texas
$169K 23,845 -2,344 -9%
CAN
5
Cetera Advisor Networks
California
$152K 21,474 – –
OC
6
Oppenheimer & Co
New York
$152K 21,474 – –
RWA
7
Ropes Wealth Advisors
Massachusetts
$152K 21,473 – –
RWP
8
Ridgecrest Wealth Partners
California
$149K 21,045 – –
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$117K 16,474 – –
SFG
10
Sterling Financial Group
California
$115K 17,468 – –
TF
11
TIAA FSB
Florida
$92.4K 13,038 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$85.4K 12,050 – –
OWP
13
Obermeyer Wealth Partners
Colorado
$76.1K 10,738 – –
NSIM
14
North Star Investment Management
Illinois
$76.1K 10,737 – –
OGF
15
Orin Green Financial
California
$76.1K 10,737 – –
MA
16
Montag & Associates
Georgia
$38K 5,368 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$206 29,180 +28 +0.1%
UBS Group
18
UBS Group
Switzerland
– – -2,671 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –