CJ
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Caitlin John’s OR Royalties Inc OR Stock Holding History

Caitlin John’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
420
+25
+6% +$923 0.01% 558
2026
Q1 		$15K Sell
395
-1,045
-73% -$42.9K 0.01% 469
2025
Q4 		$51K Sell
1,440
-510
-26% -$17.9K 0.03% 311
2025
Q3 		$78.2K Buy
+1,950
New +$60.9K 0.05% 214

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caitlin John's OR Position: Q2 2026 in Review

Caitlin John increased its OR Royalties Inc (OR) stake by 6.3% in Q2 2026, buying an estimated $923 and bringing the position to 420 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #558.

Caitlin John first reported a position in OR in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.2K in Q3 2025. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Caitlin John held 420 shares of OR Royalties Inc worth $13.3K as of Q2 2026.
  • Caitlin John bought 25 OR Royalties Inc shares in Q2 2026, an estimated $923.
  • OR Royalties Inc made up 0.01% of Caitlin John's portfolio in Q2 2026, its #558 holding.
  • Caitlin John first reported a position in OR Royalties Inc in Q3 2025 and has held it in 4 quarters since.
  • Caitlin John's OR Royalties Inc position peaked at $78.2K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.