Cherry Tree Wealth Management’s Orion Office REIT ONL Stock Holding History

Cherry Tree Wealth Management’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11	Hold	5	–	–	﹤0.01%	582
2025 Q4	$12	Hold	5	–	–	﹤0.01%	586
2025 Q3	$14	Sell	5 -28	-85%	-$75	﹤0.01%	590
2025 Q2	$71	Hold	33	–	–	﹤0.01%	605
2025 Q1	$71	Hold	33	–	–	﹤0.01%	755
2024 Q4	$123	Hold	33	–	–	﹤0.01%	643
2024 Q3	$132	Hold	33	–	–	﹤0.01%	612
2024 Q2	$119	Hold	33	–	–	﹤0.01%	594
2024 Q1	$116	Hold	33	–	–	﹤0.01%	592
2023 Q4	$189	Sell	33 -13	-28%	-$68	﹤0.01%	585
2023 Q3	$240	Hold	46	–	–	﹤0.01%	576
2023 Q2	$305	Buy	+46	New	+$287	﹤0.01%	583

Other funds holding ONL

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return