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 Q3	$13	Hold	5	–	–	﹤0.01%	581
2026 Q2	$15	Hold	5	–	–	﹤0.01%	594
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Cherry Tree Wealth Management's ONL Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Orion Office REIT (ONL) position steady in Q3 2026 at 5 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Cherry Tree Wealth Management first reported a position in ONL in Q2 2023 and has held it in 14 quarters since. The position peaked at $305 in Q2 2023. 47 funds tracked by Wall St. Rank hold ONL as of Q3 2026.

Cherry Tree Wealth Management held 5 shares of Orion Office REIT worth $13 as of Q3 2026.
Cherry Tree Wealth Management left its Orion Office REIT share count unchanged in Q3 2026.
Orion Office REIT made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #581 holding.
Cherry Tree Wealth Management first reported a position in Orion Office REIT in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Orion Office REIT position peaked at $305 in Q2 2023.
47 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.