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Livermore
Livermore
ZHEN

Orion Properties Inc.

ONL
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001873923

No open-market purchases or sales by Orion Properties Inc. insiders were filed in the last 90 days; 199 institutions reported holding it in 13F filings for Q2 2026, worth $80.8M in total; no superinvestor holds it.

13F holders, Q1 2022

Institutional positions in Orion Properties Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
341
−37 vs. Q4 2021
Shares held
42.4M
−676.0K (−1.6%) vs. Q4 2021
Total value
$595.7M
−$207.1M (−25.8%) vs. Q4 2021
New holders
90
63 more added
Sold out
127
119 more reduced

5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ONL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 341 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 383 institutionsQ1 2022: 341 institutionsQ2 2022: 344 institutionsQ3 2022: 294 institutionsQ4 2022: 298 institutionsQ1 2023: 293 institutionsQ2 2023: 269 institutionsQ3 2023: 269 institutionsQ4 2023: 255 institutionsQ1 2024: 241 institutionsQ2 2024: 244 institutionsQ3 2024: 245 institutionsQ4 2024: 253 institutionsQ1 2025: 231 institutionsQ2 2025: 213 institutionsQ3 2025: 200 institutionsQ4 2025: 197 institutionsQ1 2026: 193 institutionsQ2 2026: 199 institutions
Value heldQ1 2022: $595.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $802.8MQ1 2022: $595.7MQ2 2022: $514.3MQ3 2022: $402.8MQ4 2022: $439.3MQ1 2023: $331.8MQ2 2023: $331.5MQ3 2023: $225.7MQ4 2023: $237.5MQ1 2024: $137.4MQ2 2024: $124.1MQ3 2024: $133.9MQ4 2024: $119.1MQ1 2025: $72.6MQ2 2025: $71.2MQ3 2025: $86.0MQ4 2025: $71.8MQ1 2026: $55.1MQ2 2026: $80.8M
Institutions holding ONL and their total value by quarter
QuarterHoldersValue
Q2 2026199$80.8M
Q1 2026193$55.1M
Q4 2025197$71.8M
Q3 2025200$86.0M
Q2 2025213$71.2M
Q1 2025231$72.6M
Q4 2024253$119.1M
Q3 2024245$133.9M
Q2 2024244$124.1M
Q1 2024241$137.4M
Q4 2023255$237.5M
Q3 2023269$225.7M
Q2 2023269$331.5M
Q1 2023293$331.8M
Q4 2022298$439.3M
Q3 2022294$402.8M
Q2 2022344$514.3M
Q1 2022341$595.7M
Q4 2021383$802.8M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2021.

Institutions holding ONL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
National Bank of Canada34$00.00%−222,000−100.0%Reduced
BerganKDV Wealth Management, LLC27$00.00%−733−96.4%Reduced
Signaturefd, LLC2$00.00%−617−99.7%Reduced
Toth Financial Advisory Corp7$00.00%−100−93.5%Reduced
Heritage Wealth Advisors17$00.00%−88−83.8%Reduced
Central Trust Co113$00.00%00.0%Unchanged
Resources Management Corp29$00.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP66$00.00%00.0%Unchanged
AlphaMark Advisors, LLC34$00.00%00.0%Unchanged
Asset Dedication, LLC47$00.00%00.0%Unchanged
Perkins Coie Trust Co27$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC35$00.00%00.0%Unchanged
NVWM, LLC27$00.00%00.0%Unchanged
Centerpoint Advisors, LLC27$00.00%00.0%Unchanged
Evoke Wealth, LLC2$00.00%−26−92.9%Reduced
Strategic Asset Management, LLC35$00.00%+7+25.0%Added
First Community Trust NA20$00.00%00.0%Unchanged
Clearstead Advisors, LLC11$00.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC14$00.00%+1+7.7%Added
Country Trust Bank6$00.00%00.0%Unchanged
Cohen & Steers, Inc.14$00.00%−10−41.7%Reduced
Lee Financial Co3$00.00%00.0%Unchanged
American Research & Management Co.10$00.00%00.0%Unchanged
Antonetti Capital Management LLC12$00.00%00.0%Unchanged
Blume Capital Management, Inc.14$00.00%00.0%Unchanged
First Horizon Advisors, Inc.5$00.00%−6−54.5%Reduced
Field & Main Bank20$00.00%00.0%Unchanged
FinTrust Capital Advisors, LLC8$00.00%00.0%Unchanged
West Branch Capital LLC10$00.00%00.0%Unchanged
Selective Wealth Management, Inc.15$00.00%00.0%Unchanged
Costello Asset Management, INC6$00.00%00.0%Unchanged
Kozak & Associates, Inc.22$00.00%00.0%Unchanged
Semmax Financial Advisors Inc.9$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC5$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$00.00%−1−33.3%Reduced
Hoese & Co LLP20$00.00%00.0%Unchanged
Lumature Wealth Partners, LLC7$00.00%−10−58.8%Reduced
Curi Capital4$00.00%−5−55.6%Reduced
CarsonAllaria Wealth Management, Ltd.3$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$00.00%+23+121.1%Added
Brewin Dolphin Ltd20$00.00%00.0%Unchanged
Jones Financial Companies LLLP14$00.00%+14New
Old Second National Bank of Aurora5$00.00%+5New
Smithfield Trust Co50$00.00%+50New
Hantz Financial Services, Inc.21$00.00%+21New
Blue Bell Private Wealth Management, LLC33$00.00%+33New
Capital Directions Investment Advisors, LLC5$00.00%+5New
Harbor Investment Advisory, LLC10$00.00%+10New
Baystate Wealth Management LLC3$00.00%+3New
Financial Management Professionals, Inc.10$00.00%+10New
Stonebridge Capital Advisors LLC6$00.00%+6New
Ellevest, Inc.2$00.00%+2New
Horan Securities, Inc.7$00.00%+7New
Mascoma Wealth Management LLC24$00.00%+24New
Fieldpoint Private Securities, LLC6$00.00%+6New
Insight Financial Services15$00.00%+15New
Professional Financial Advisors, LLC26$00.00%+26New
Future Financial Wealth Managment LLC20$00.00%+20New
Heritage Wealth Management, LLC30$00.00%+30New
SOA Wealth Advisors, LLC.25$00.00%+25New
TCWP LLC5$00.00%+5New
Gould Capital, LLC2$00.00%+2New
Raleigh Capital Management Inc.8$00.00%+8New
Federation des caisses Desjardins du Quebec1$140.00%−20−95.2%Reduced
Raffa Wealth Management, LLC5$700.00%−5−50.0%Reduced
TD Private Client Wealth LLC7$980.00%−22−75.9%Reduced
Rockbridge Investment Management, LCC9$1290.00%−40−81.6%Reduced
TD Waterhouse Canada Inc.11$1610.00%+11New
Sutton Wealth Advisors Inc.12$1680.00%00.0%Unchanged
WR Wealth Planners, LLC26$3640.00%+26New
Kelly Financial Services LLC38$5320.00%00.0%Unchanged
Pinnacle Holdings, LLC60$8400.00%+60New
Anchor Investment Management, LLC61$8540.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC65$9170.00%+65New
Caldwell Trust Co69$9660.00%−20−22.5%Reduced
Quadrant Capital Group LLC71$1.00K0.00%−296−80.7%Reduced
Parkside Financial Bank & Trust74$1.00K0.00%−136−64.8%Reduced
Montag A & Associates Inc101$1.00K0.00%−75−42.6%Reduced
Motco83$1.00K0.00%−95−53.4%Reduced
JJJ Advisors Inc.51$1.00K0.00%−109−68.1%Reduced
Charter Oak Capital Management, LLC102$1.00K0.00%−62−37.8%Reduced
Rocky Mountain Advisers, LLC100$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC44$1.00K0.00%−57−56.4%Reduced
Capital Analysts, LLC98$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC90$1.00K0.00%−18−16.7%Reduced
Bellevue Asset Management, LLC102$1.00K0.00%00.0%Unchanged
Accel Wealth Management70$1.00K0.00%−23−24.7%Reduced
Brown Brothers Harriman & Co71$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc38$1.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC54$1.00K0.00%00.0%Unchanged
Credit Agricole S A50$1.00K0.00%00.0%Unchanged
Hoertkorn Richard Charles66$1.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC40$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC56$1.00K0.00%00.0%Unchanged
Vectors Research Management, LLC77$1.00K0.00%00.0%Unchanged
Key Financial Inc47$1.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.58$1.00K0.00%00.0%Unchanged
Piscataqua Savings Bank60$1.00K0.00%00.0%Unchanged
Monolith Advisors28$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.40$1.00K0.00%+40New