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 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 $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Caitlin John's OR Position: Q1 2026 in Review

Caitlin John reduced its OR Royalties Inc (OR) stake by 73% in Q1 2026, selling an estimated $42.9K and leaving 395 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #469.

Caitlin John first reported a position in OR in Q3 2025 and has held it in 3 quarters since. The position peaked at $78.2K in Q3 2025. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

Caitlin John held 395 shares of OR Royalties Inc worth $15K as of Q1 2026.
Caitlin John sold 1,045 OR Royalties Inc shares in Q1 2026, an estimated $42.9K.
OR Royalties Inc made up 0.01% of Caitlin John's portfolio in Q1 2026, its #469 holding.
Caitlin John first reported a position in OR Royalties Inc in Q3 2025 and has held it in 3 quarters since.
Caitlin John's OR Royalties Inc position peaked at $78.2K in Q3 2025.
252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.