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 $3.8B AUM 23.19% 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 $3.87B AUM 46.92% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's ONL Position: Q4 2025 in Review

True Wealth Design sold out of Orion Office REIT (ONL) in Q4 2025, closing a stake of 188 shares — an estimated $508 sold.

True Wealth Design first reported a position in ONL in Q3 2024 and held it in 4 quarters. The position peaked at $959 in Q2 2025. 196 funds tracked by Wall St. Rank hold ONL as of Q4 2025.

  • True Wealth Design reported no remaining Orion Office REIT position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 188 Orion Office REIT shares in Q4 2025, an estimated $508.
  • True Wealth Design first reported a position in Orion Office REIT in Q3 2024 and held it in 4 quarters.
  • True Wealth Design's Orion Office REIT position peaked at $959 in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.