CWP
ONL

Concord Wealth Partners’s Orion Office REIT ONL Stock Holding History

Concord Wealth Partners’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
2025
Q2 		– Sell
-13
Closed -$28 – 894
2025
Q1 		$28 Hold
13
– – ﹤0.01% 801
2024
Q4 		$48 Sell
13
-33
-72% -$130 ﹤0.01% 910
2024
Q3 		$184 Hold
46
– – ﹤0.01% 929
2024
Q2 		$165 Hold
46
– – ﹤0.01% 798
2024
Q1 		$161 Hold
46
– – ﹤0.01% 830
2023
Q4 		$263 Sell
46
-5
-10% -$26 ﹤0.01% 790
2023
Q3 		$266 Hold
51
– – ﹤0.01% 1005
2023
Q2 		$337 Buy
51
+20
+65% +$125 ﹤0.01% 1005
2023
Q1 		$208 Sell
31
-37
-54% -$301 ﹤0.01% 961
2022
Q4 		$581 Buy
+68
New +$621 ﹤0.01% 1148
2022
Q3 		– Sell
-48
Closed -$1K – 818
2022
Q2 		$1K Buy
+48
New +$619 ﹤0.01% 1167
2022
Q1 		– Sell
-87
Closed -$2K – 1353
2021
Q4 		$2K Buy
+87
New +$1.72K ﹤0.01% 1149

Other funds holding ONL

KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return