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	–	817
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 $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Concord Wealth Partners's ONL Position: Q2 2025 in Review

Concord Wealth Partners sold out of Orion Office REIT (ONL) in Q2 2025, closing a stake of 13 shares — an estimated $28 sold.

Concord Wealth Partners first reported a position in ONL in Q4 2021 and held it in 12 quarters. The position peaked at $2K in Q4 2021. 212 funds tracked by Wall St. Rank hold ONL as of Q2 2025.

Concord Wealth Partners reported no remaining Orion Office REIT position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 13 Orion Office REIT shares in Q2 2025, an estimated $28.
Concord Wealth Partners first reported a position in Orion Office REIT in Q4 2021 and held it in 12 quarters.
Concord Wealth Partners's Orion Office REIT position peaked at $2K in Q4 2021.
212 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.