FFA
ONL

First Foundation Advisors’s Orion Office REIT ONL Stock Holding History

First Foundation 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
2023
Q2 		– Sell
-16,139
Closed -$108K – 435
2023
Q1 		$108K Sell
16,139
-3,549
-18% -$28.8K 0.01% 378
2022
Q4 		$168K Sell
19,688
-2,698
-12% -$24.6K 0.01% 377
2022
Q3 		$196K Sell
22,386
-7,521
-25% -$77.1K 0.01% 355
2022
Q2 		$328K Sell
29,907
-22,488
-43% -$290K 0.01% 292
2022
Q1 		$733K Sell
52,395
-52,743
-50% -$889K 0.03% 216
2021
Q4 		$1.96M Buy
+105,138
New +$2.08M 0.07% 136

Other funds holding ONL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

First Foundation Advisors's ONL Position: Q2 2023 in Review

First Foundation Advisors sold out of Orion Office REIT (ONL) in Q2 2023, closing a stake of 16,139 shares — an estimated $108K sold.

First Foundation Advisors first reported a position in ONL in Q4 2021 and held it in 6 quarters. The position peaked at $1.96M in Q4 2021. 268 funds tracked by Wall St. Rank hold ONL as of Q2 2023.

  • First Foundation Advisors reported no remaining Orion Office REIT position as of Q2 2023 after selling out during the quarter.
  • First Foundation Advisors sold 16,139 Orion Office REIT shares in Q2 2023, an estimated $108K.
  • First Foundation Advisors first reported a position in Orion Office REIT in Q4 2021 and held it in 6 quarters.
  • First Foundation Advisors's Orion Office REIT position peaked at $1.96M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.