EWA
ONL

EverSource Wealth Advisors’s Orion Office REIT ONL Stock Holding History

EverSource Wealth 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
Q1 		$6.55K Sell
3,049
-98
-3% -$227 ﹤0.01% 3135
2025
Q4 		$7.11K Sell
3,147
-417
-12% -$984 ﹤0.01% 2962
2025
Q3 		$9.62K Sell
3,564
-14,102
-80% -$37.7K ﹤0.01% 2842
2025
Q2 		$37.6K Buy
17,666
+3,217
+22% +$6.13K ﹤0.01% 1810
2025
Q1 		$30.9K Buy
14,449
+13,232
+1,087% +$46.2K ﹤0.01% 1463
2024
Q4 		$4.51K Hold
1,217
– – ﹤0.01% 2395
2024
Q3 		$4.87K Hold
1,217
– – ﹤0.01% 2234
2024
Q2 		$4.93K Buy
1,217
+142
+13% +$486 ﹤0.01% 2227
2024
Q1 		$3.35K Buy
1,075
+983
+1,068% +$4.41K ﹤0.01% 2210
2023
Q4 		$526 Sell
92
-439
-83% -$2.29K ﹤0.01% 2515
2023
Q3 		$2.77K Buy
531
+275
+107% +$1.67K ﹤0.01% 1911
2023
Q2 		$1.69K Buy
256
+187
+271% +$1.17K ﹤0.01% 2075
2023
Q1 		$462 Sell
69
-176
-72% -$1.43K ﹤0.01% 2242
2022
Q4 		$2.09K Buy
+245
New +$2.24K ﹤0.01% 1904
2022
Q3 		– Sell
-138
Closed -$2K – 2085
2022
Q2 		$2K Buy
138
+89
+182% +$1.15K ﹤0.01% 1538
2022
Q1 		$1K Buy
+49
New +$826 ﹤0.01% 1657

Other funds holding ONL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return