Harbor Investment Advisory’s Orion Office REIT ONL Stock Holding History

Harbor Investment Advisory’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	$29	Hold	10	–	–	﹤0.01%	1308
2026 Q1	$22	Hold	10	–	–	﹤0.01%	1226
2025 Q4	$23	Hold	10	–	–	﹤0.01%	1222
2025 Q3	$27	Hold	10	–	–	﹤0.01%	1170
2025 Q2	$21	Hold	10	–	–	﹤0.01%	1164
2025 Q1	$21	Hold	10	–	–	﹤0.01%	1166
2024 Q4	$37	Hold	10	–	–	﹤0.01%	1138
2024 Q3	$40	Hold	10	–	–	﹤0.01%	1142
2024 Q2	$36	Hold	10	–	–	﹤0.01%	1293
2024 Q1	$35	Hold	10	–	–	﹤0.01%	1321
2023 Q4	$57	Hold	10	–	–	﹤0.01%	1146
2023 Q3	$52	Hold	10	–	–	﹤0.01%	1168
2023 Q2	$66	Hold	10	–	–	﹤0.01%	1328
2023 Q1	$67	Hold	10	–	–	﹤0.01%	1315
2022 Q4	$85	Hold	10	–	–	﹤0.01%	1319
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1373
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1378
2022 Q1	$0	Buy	+10	New	+$169	﹤0.01%	1374

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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