Creative Planning’s Orion Office REIT ONL Stock Holding History

Creative Planning’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	$30.8K	Buy	+10,658	New	+$29.2K	﹤0.01%	4166
2025 Q4	–	Sell	-11,208	Closed	-$30.3K	–	4050
2025 Q3	$30.3K	Sell	11,208 -246	-2%	-$658	﹤0.01%	3792
2025 Q2	$24.4K	Buy	+11,454	New	+$21.8K	﹤0.01%	3585
2025 Q1	–	Sell	-7,709	Closed	-$28.6K	–	3658
2024 Q4	$28.6K	Sell	7,709 -2,851	-27%	-$11.2K	﹤0.01%	3301
2024 Q3	$42.2K	Buy	10,560 +33	+0.3%	+$129	﹤0.01%	3108
2024 Q2	$37.8K	Buy	+10,527	New	+$36K	﹤0.01%	2948
2023 Q4	–	Sell	-10,189	Closed	-$53.1K	–	2991
2023 Q3	$53.1K	Sell	10,189 -5,864	-37%	-$35.6K	﹤0.01%	2476
2023 Q2	$106K	Buy	16,053 +15,969	+19,011%	+$99.6K	﹤0.01%	2335
2023 Q1	$563	Buy	+84	New	+$682	﹤0.01%	2569
2022 Q2	–	Sell	-92	Closed	-$1K	–	2459
2022 Q1	$1K	Buy	+92	New	+$1.55K	﹤0.01%	2326

Other funds holding ONL

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JGC

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's ONL Position: Q2 2026 in Review

Creative Planning opened a new position in Orion Office REIT (ONL) in Q2 2026: 10,658 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #4166 among its holdings. This is a return to the name: Creative Planning previously reported a position in ONL as recently as Q3 2025.

Creative Planning first reported a position in ONL in Q1 2022 and has held it in 10 quarters since. The position peaked at $106K in Q2 2023. 196 funds tracked by Wall St. Rank hold ONL as of Q2 2026.

Creative Planning held 10,658 shares of Orion Office REIT worth $30.8K as of Q2 2026.
Orion Office REIT was a new Creative Planning position in Q2 2026.
Orion Office REIT made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4166 holding.
Creative Planning first reported a position in Orion Office REIT in Q1 2022 and has held it in 10 quarters since.
Creative Planning's Orion Office REIT position peaked at $106K in Q2 2023.
196 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.