Empire State Realty Op-S60OGCP

13F holders, Q1 2024 (March 31)
16holders
$10.16avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding Empire State Realty Op-S60 (OGCP) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($516K), Beacon Pointe Advisors, LLC ($327K) and Transform Wealth, LLC ($320K).

Company
Empire State Realty Op-S60
CUSIP
292102209
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 16Q1 2024Q2 2024: 16Q2 2024Q3 2024: 18Q3 2024Q4 2024: 17Q4 2024Q1 2025: 15Q1 2025Q2 2025: 16Q2 2025Q3 2025: 17Q3 2025Q4 2025: 17Q4 2025Q1 2026: 17Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$218K
Exits2$250K

Ownership 16 holders

Commonwealth Equity Services, LLC 0.00% Add +0.2% 50,818 $516K
Beacon Pointe Advisors, LLC 0.00% No change 32,211 $327K
Transform Wealth, LLC 0.03% No change 31,546 $320K
Susquehanna International Group, LLP 0.00% Add +6.4% 27,624 $280K
Apexium Financial, LP 0.02% No change 23,845 $242K
North Star Investment Management Corp. 0.02% No change 21,474 $218K
Cetera Investment Advisers 0.00% New 21,474 $218K
Wescott Financial Advisory Group, LLC 0.02% No change 16,474 $167K
Morgan Stanley 0.00% Add +54.6% 15,190 $154K
Tiaa Trust, National Association 0.00% No change 13,038 $132K
Baird Financial Group, Inc. 0.00% No change 11,050 $112K
Obermeyer Wealth Partners 0.01% No change 10,738 $109K
Bank of Montreal 0.00% No change 5,947 $63K
Montag A & Associates Inc. 0.00% No change 5,368 $54K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,685 $27K
UBS Group AG 0.00% Add +51000.0% 511 $5K

"% of holder's portfolio" is OGCP's weight in each manager's 13F, not the share of Empire State Realty Op-S60 the manager owns.