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Orion Office REIT

267 hedge funds and large institutions have $332M invested in Orion Office REIT in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 86.82%88.37% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $332M → $332M (-$820K)

8% less funds holding

Funds holding: 290267 (-23)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

42% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 52

83% less call options, than puts

Call options by funds: $65K | Put options by funds: $391K

Holders
267
Holders Change
-23
Holders Change %
-7.93%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
67
Reduced
79
Closed
52
Calls
$65K
Puts
$391K
Net Calls
-$326K
Net Calls Change
+$630K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
176
JNBA Financial Advisors
Minnesota
$741
IA
177
IFP Advisors
Florida
$690 -$312 -50 -33%
FCMT
178
Founders Capital Management (Texas)
Texas
$648
PWMG
179
Prestige Wealth Management Group
New Jersey
$625 -$536 -86 -48%
WT
180
Whittier Trust
California
$594 -$94 -15 -14%
GWS
181
Glassman Wealth Services
Virginia
$562 -$231 -37 -30%
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$555 +$125 +20 +31%
AWM
183
Avior Wealth Management
Nebraska
$548
GJIA
184
Glass Jacobson Investment Advisors
Maryland
$543 +$511 +82 New
SIS
185
Sound Income Strategies
Florida
$535
PP
186
Pacifica Partners
Canada
$498
CNBTD
187
Citizens National Bank Trust Department
Mississippi
$476
WWM
188
Wolff Wiese Magana
California
$476
BAAM
189
Baker Avenue Asset Management
California
$476 +$193 +31 +76%
BBHC
190
Brown Brothers Harriman & Co
New York
$469
BWP
191
Baldwin Wealth Partners
Massachusetts
$463
HPC
192
HM Payson & Co
Maine
$463
GI
193
Gradient Investments
Minnesota
$456
KFI
194
Key Financial Inc
Pennsylvania
$430
OLVIG
195
Oliver Lagore Vanvalin Investment Group
Michigan
$410
CB
196
Centennial Bank
Arkansas
$397 -$312 -50 -45%
WWP
197
WR Wealth Planners
Missouri
$393
PO
198
Private Ocean
California
$370 -$175 -28 -33%
AIM
199
Anchor Investment Management
South Carolina
$370
IGWM
200
ICA Group Wealth Management
Colorado
$344 -$131 -21 -29%