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Plato Investment Management’s OR Royalties Inc OR Stock Holding History

Plato Investment Management’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
2025
Q4 		– Sell
-958
Closed -$38.1K – 538
2025
Q3 		$38.1K Sell
958
-323
-25% -$10.1K ﹤0.01% 452
2025
Q2 		$32.7K Sell
1,281
-1,339
-51% -$32.3K ﹤0.01% 460
2025
Q1 		$55.9K Buy
+2,620
New +$50.3K ﹤0.01% 452

Other funds holding OR

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Plato Investment Management's OR Position: Q4 2025 in Review

Plato Investment Management sold out of OR Royalties Inc (OR) in Q4 2025, closing a stake of 958 shares — an estimated $38.1K sold.

Plato Investment Management first reported a position in OR in Q1 2025 and held it in 3 quarters. The position peaked at $55.9K in Q1 2025. 222 funds tracked by Wall St. Rank hold OR as of Q4 2025.

  • Plato Investment Management reported no remaining OR Royalties Inc position as of Q4 2025 after selling out during the quarter.
  • Plato Investment Management sold 958 OR Royalties Inc shares in Q4 2025, an estimated $38.1K.
  • Plato Investment Management first reported a position in OR Royalties Inc in Q1 2025 and held it in 3 quarters.
  • Plato Investment Management's OR Royalties Inc position peaked at $55.9K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held OR Royalties Inc as of Q4 2025.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.