PWPS
ONL

Pinnacle Wealth Planning Services’s Orion Office REIT ONL Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-20,703
Closed -$44.3K – 475
2025
Q1 		$44.3K Sell
20,703
-6,743
-25% -$23.5K 0.01% 393
2024
Q4 		$102K Sell
27,446
-18,040
-40% -$71K 0.02% 370
2024
Q3 		$182K Hold
45,486
– – 0.02% 470
2024
Q2 		$163K Buy
+45,486
New +$156K 0.02% 441
2024
Q1 		– Sell
-25,828
Closed -$148K – 525
2023
Q4 		$148K Buy
25,828
+15,005
+139% +$78.3K 0.02% 434
2023
Q3 		$56.4K Buy
+10,823
New +$65.7K 0.01% 438

Other funds holding ONL

KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's ONL Position: Q2 2025 in Review

Pinnacle Wealth Planning Services sold out of Orion Office REIT (ONL) in Q2 2025, closing a stake of 20,703 shares — an estimated $44.3K sold.

Pinnacle Wealth Planning Services first reported a position in ONL in Q3 2023 and held it in 6 quarters. The position peaked at $182K in Q3 2024. 211 funds tracked by Wall St. Rank hold ONL as of Q2 2025.

  • Pinnacle Wealth Planning Services reported no remaining Orion Office REIT position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 20,703 Orion Office REIT shares in Q2 2025, an estimated $44.3K.
  • Pinnacle Wealth Planning Services first reported a position in Orion Office REIT in Q3 2023 and held it in 6 quarters.
  • Pinnacle Wealth Planning Services's Orion Office REIT position peaked at $182K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2025, filed 11 Aug 2025.