TWD
ONL

True Wealth Design’s Orion Office REIT ONL Stock Holding History

True Wealth Design’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
Q4 		– Sell
-188
Closed -$508 – 2752
2025
Q3 		$508 Sell
188
-262
-58% -$701 ﹤0.01% 2003
2025
Q2 		$959 Buy
450
+401
+818% +$764 ﹤0.01% 1479
2025
Q1 		$105 Buy
+49
New +$171 ﹤0.01% 2175
2024
Q4 		– Sell
-3
Closed -$12 – 1476
2024
Q3 		$12 Buy
+3
New +$12 ﹤0.01% 1272

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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return