OGCP

Empire State Realty Series 60
OGCP

Overview Fund Activity

17 hedge funds and large institutions have $2.78M invested in Empire State Realty Series 60 in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$322K
2
CWM
2
Congress Wealth Management
Massachusetts
$215K
3
VWA
3
VSM Wealth Advisory
Maryland
$25.8K

Top Sellers

1
TW
1
Transform Wealth
Colorado
$0
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$0
3
OGF
3
Orin Green Financial
California
$107K
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$166K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$447K 44,691 -4,140 -8%
BPA
2
Beacon Pointe Advisors
California
$322K 32,211 +32,211 New
AF
3
Apexium Financial
Texas
$221K 22,134 – –
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$215K 21,474 – –
NSIM
5
North Star Investment Management
Illinois
$215K 21,474 – –
CWM
6
Congress Wealth Management
Massachusetts
$215K 21,474 +21,474 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$166K 16,587 -4,200 -20%
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$165K 16,474 – –
Morgan Stanley
9
Morgan Stanley
New York
$152K 15,190 – –
OWP
10
Obermeyer Wealth Partners
Colorado
$107K 10,738 – –
OGF
11
Orin Green Financial
California
– – -10,737 Closed
Bank of America
12
Bank of America
North Carolina
$107K 10,737 – –
Cerity Partners
13
Cerity Partners
New York
$105K 10,522 – –
Baird Financial Group
14
Baird Financial Group
Wisconsin
$101K 10,050 – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$59.5K 5,947 – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26.9K 2,685 – –
VWA
17
VSM Wealth Advisory
Maryland
$25.8K 2,576 +2,576 New
UBS Group
18
UBS Group
Switzerland
$24.5K 2,451 -566 -19%
TW
19
Transform Wealth
Colorado
– – -31,546 Closed
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
– – -13,038 Closed
Corient Private Wealth
21
Corient Private Wealth
Florida
– – -10,736 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –