PCWA
ONL

Pacific Capital Wealth Advisors’s Orion Office REIT ONL Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-28
Closed -$104 – 283
2024
Q4 		$104 Hold
28
– – ﹤0.01% 386
2024
Q3 		$112 Hold
28
– – ﹤0.01% 476
2024
Q2 		$101 Hold
28
– – ﹤0.01% 507
2024
Q1 		$98 Hold
28
– – ﹤0.01% 509
2023
Q4 		$160 Buy
+28
New +$146 ﹤0.01% 329

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Capital Wealth Advisors's ONL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Orion Office REIT (ONL) in Q1 2025, closing a stake of 28 shares — an estimated $104 sold.

Pacific Capital Wealth Advisors first reported a position in ONL in Q4 2023 and held it in 5 quarters. The position peaked at $160 in Q4 2023. 230 funds tracked by Wall St. Rank hold ONL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Orion Office REIT position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 28 Orion Office REIT shares in Q1 2025, an estimated $104.
  • Pacific Capital Wealth Advisors first reported a position in Orion Office REIT in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Orion Office REIT position peaked at $160 in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.