SWM
ONL

Spire Wealth Management’s Orion Office REIT ONL Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-2,819
Closed -$6.37K – 2363
2025
Q4 		$6.37K Sell
2,819
-6,551
-70% -$15.5K ﹤0.01% 1856
2025
Q3 		$25.3K Hold
9,370
– – ﹤0.01% 1454
2025
Q2 		$20K Sell
9,370
-549
-6% -$1.05K ﹤0.01% 1522
2025
Q1 		$21.2K Buy
9,919
+4,560
+85% +$15.9K ﹤0.01% 1591
2024
Q4 		$19.9K Sell
5,359
-4,160
-44% -$16.4K ﹤0.01% 1625
2024
Q3 		$38.1K Hold
9,519
– – ﹤0.01% 1215
2024
Q2 		$34.2K Sell
9,519
-550
-5% -$1.88K ﹤0.01% 1248
2024
Q1 		$35.3K Hold
10,069
– – ﹤0.01% 1326
2023
Q4 		$51.9K Sell
10,069
-226
-2% -$1.18K ﹤0.01% 1191
2023
Q3 		$53.6K Buy
10,295
+4,655
+83% +$28.3K ﹤0.01% 1158
2023
Q2 		$37.3K Hold
5,640
– – ﹤0.01% 1330
2023
Q1 		$37.8K Buy
5,640
+2,178
+63% +$17.7K ﹤0.01% 1324
2022
Q4 		$30K Buy
3,462
+226
+7% +$2.06K ﹤0.01% 1202
2022
Q3 		$28K Sell
3,236
-2,036
-39% -$20.9K ﹤0.01% 1185
2022
Q2 		$58K Buy
+5,272
New +$68K ﹤0.01% 1233

Other funds holding ONL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return