OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

17 hedge funds and large institutions have $3.27M invested in Empire State Realty Series 60 in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$218K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$280K
3
UBS Group
3
UBS Group
Switzerland
$5.19K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$516K

Top Sellers

1
SFG
1
Sterling Financial Group
California
$0
2
OGF
2
Orin Green Financial
California
$109K
3
Morgan Stanley
3
Morgan Stanley
New York
$154K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$516K 50,818 +95 +0.2%
BPA
2
Beacon Pointe Advisors
California
$327K 32,211 – –
TW
3
Transform Wealth
Colorado
$320K 31,546 – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$280K 27,624 +1,652 +6%
AF
5
Apexium Financial
Texas
$242K 23,845 – –
NSIM
6
North Star Investment Management
Illinois
$218K 21,474 – –
CAN
7
Cetera Advisor Networks
California
$218K 21,474 – –
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$218K 21,474 +21,474 New
WFAG
9
Wescott Financial Advisory Group
Pennsylvania
$167K 16,474 – –
Morgan Stanley
10
Morgan Stanley
New York
$154K 15,190 -4,454 -23%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$132K 13,038 – –
Baird Financial Group
12
Baird Financial Group
Wisconsin
$112K 11,050 – –
OWP
13
Obermeyer Wealth Partners
Colorado
$109K 10,738 – –
OGF
14
Orin Green Financial
California
– – -10,737 Closed
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$63K 5,947 – –
MA
16
Montag & Associates
Georgia
$54.5K 5,368 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$27.3K 2,685 – –
UBS Group
18
UBS Group
Switzerland
$5.19K 511 +510 +51,000%
SFG
19
Sterling Financial Group
California
– – -16,218 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –