Creative Planning
ONL

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
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

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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $2.05B AUM 29.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ONL Position: Q4 2025 in Review

Creative Planning sold out of Orion Office REIT (ONL) in Q4 2025, closing a stake of 11,208 shares — an estimated $30.3K sold.

Creative Planning first reported a position in ONL in Q1 2022 and held it in 9 quarters. The position peaked at $106K in Q2 2023. 196 funds tracked by Wall St. Rank hold ONL as of Q4 2025.

  • Creative Planning reported no remaining Orion Office REIT position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 11,208 Orion Office REIT shares in Q4 2025, an estimated $30.3K.
  • Creative Planning first reported a position in Orion Office REIT in Q1 2022 and held it in 9 quarters.
  • 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 Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.