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Northwest & Ethical Investments’s OR Royalties Inc OR Stock Holding History

Northwest & Ethical Investments’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36K Sell
21,900
-19,700
-47% -$809K ﹤0.01% 525
2025
Q4 		$11.5K Buy
+41,600
New +$1.46M ﹤0.01% 498

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Northwest & Ethical Investments's OR Position: Q1 2026 in Review

Northwest & Ethical Investments increased its OR Royalties Inc (OR) stake by 393% in Q1 2026, buying an estimated $3.88M and bringing the position to 118,525 shares worth $4.67M. The position accounts for 0.11% of the portfolio, ranked #172.

Northwest & Ethical Investments first reported a position in OR in Q3 2016 and has held it in 26 quarters since. The position peaked at $4.87M in Q3 2016. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Northwest & Ethical Investments held 118,525 shares of OR Royalties Inc worth $4.67M as of Q1 2026.
  • Northwest & Ethical Investments bought 94,504 OR Royalties Inc shares in Q1 2026, an estimated $3.88M.
  • OR Royalties Inc made up 0.11% of Northwest & Ethical Investments's portfolio in Q1 2026, its #172 holding.
  • Northwest & Ethical Investments first reported a position in OR Royalties Inc in Q3 2016 and has held it in 26 quarters since.
  • Northwest & Ethical Investments's OR Royalties Inc position peaked at $4.87M in Q3 2016.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.