CoreCap Advisors’s Orion Office REIT ONL Stock Holding History

CoreCap Advisors’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 Q2	$100	Sell	35 -2	-5%	-$5	﹤0.01%	3078
2026 Q1	$80	Hold	37	–	–	﹤0.01%	2856
2025 Q4	$84	Buy	37 +4	+12%	+$9	﹤0.01%	2884
2025 Q3	$91	Hold	33	–	–	﹤0.01%	2732
2025 Q2	$72	Sell	33 -45	-58%	-$86	﹤0.01%	2699
2025 Q1	$167	Hold	78	–	–	﹤0.01%	3010
2024 Q4	$290	Sell	78 -7	-8%	-$28	﹤0.01%	2640
2024 Q3	$341	Buy	85 +16	+23%	+$63	﹤0.01%	2412
2024 Q2	$246	Buy	69 +1	+1%	+$3	﹤0.01%	1498
2024 Q1	$237	Buy	+68	New	+$305	﹤0.01%	2398
2022 Q4	$325	Buy	+38	New	+$347	﹤0.01%	2223
2022 Q3	–	Sell	-33	Closed	–	–	1584
2022 Q2	$0	Buy	+33	New	+$426	﹤0.01%	2232

Other funds holding ONL

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return