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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, Q2 2022

Institutional positions in Orion Properties Inc. as of Jun 30, 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
344
+8 vs. Q1 2022
Shares held
46.9M
+4.60M (+10.9%) vs. Q1 2022
Total value
$514.3M
−$79.0M (−13.3%) vs. Q1 2022
New holders
70
72 more added
Sold out
62
111 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 344 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 heldQ2 2022: $514.3M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q1 2022.

Institutions holding ONL in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Umb Bank N A19$00.00%−243−92.7%Reduced
Hazlett, Burt & Watson, Inc.40$00.00%00.0%Unchanged
Valley National Advisers Inc38$00.00%00.0%Unchanged
Creative Financial Designs Inc38$00.00%−14−26.9%Reduced
JJJ Advisors Inc.19$00.00%−32−62.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$00.00%+2+2.3%Added
Tradewinds Capital Management, LLC4$00.00%−40−90.9%Reduced
Ahrens Investment Partners LLC40$00.00%00.0%Unchanged
Private Capital Group, LLC7$00.00%−83−92.2%Reduced
Charter Oak Capital Management, LLC5$00.00%−97−95.1%Reduced
Monolith Advisors28$00.00%00.0%Unchanged
Resources Management Corp29$00.00%00.0%Unchanged
Jones Financial Companies LLLP20$00.00%+6+42.9%Added
Toth Financial Advisory Corp7$00.00%00.0%Unchanged
Old Second National Bank of Aurora5$00.00%00.0%Unchanged
National Bank of Canada34$00.00%00.0%Unchanged
First Community Trust NA20$00.00%00.0%Unchanged
Country Trust Bank6$00.00%00.0%Unchanged
AlphaMark Advisors, LLC34$00.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC33$00.00%00.0%Unchanged
Lee Financial Co3$00.00%00.0%Unchanged
Signaturefd, LLC1$00.00%−1−50.0%Reduced
Harbor Investment Advisory, LLC10$00.00%00.0%Unchanged
Asset Dedication, LLC47$00.00%00.0%Unchanged
American Research & Management Co.10$00.00%00.0%Unchanged
Perkins Coie Trust Co27$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC35$00.00%00.0%Unchanged
Financial Management Professionals, Inc.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
Heritage Wealth Advisors17$00.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$00.00%+6+100.0%Added
FinTrust Capital Advisors, LLC8$00.00%00.0%Unchanged
BerganKDV Wealth Management, LLC27$00.00%00.0%Unchanged
Horan Securities, Inc.7$00.00%00.0%Unchanged
Mascoma Wealth Management LLC24$00.00%00.0%Unchanged
NVWM, LLC27$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$00.00%−1−16.7%Reduced
Centerpoint Advisors, LLC27$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
Insight Financial Services15$00.00%00.0%Unchanged
Semmax Financial Advisors Inc.9$00.00%00.0%Unchanged
Evoke Wealth, LLC2$00.00%00.0%Unchanged
Professional Financial Advisors, LLC26$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC5$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$00.00%00.0%Unchanged
Lumature Wealth Partners, LLC4$00.00%−3−42.9%Reduced
SOA Wealth Advisors, LLC.25$00.00%00.0%Unchanged
Curi Capital4$00.00%00.0%Unchanged
Strategic Asset Management, LLC37$00.00%+2+5.7%Added
CarsonAllaria Wealth Management, Ltd.3$00.00%00.0%Unchanged
Gould Capital, LLC2$00.00%00.0%Unchanged
Raleigh Capital Management Inc.8$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$00.00%00.0%Unchanged
Brewin Dolphin Ltd20$00.00%00.0%Unchanged
Investors Asset Management of Georgia Inc4$00.00%+4New
Evermay Wealth Management LLC4$00.00%+4New
Pin Oak Investment Advisors Inc6$00.00%+6New
Pinnacle Financial Partners Inc4$00.00%+4New
Cordasco Financial Network10$00.00%+10New
Glassman Wealth Services8$00.00%+8New
Wagner Wealth Management, LLC22$00.00%+22New
Johnson Midwest Financial, LLC28$00.00%+28New
IAG Wealth Partners, LLC2$00.00%+2New
Ten Capital Wealth Advisors, LLC20$00.00%+20New
Bell Investment Advisors, Inc27$00.00%+27New
CoreCap Advisors, LLC33$00.00%+33New
Federation des caisses Desjardins du Quebec1$110.00%00.0%Unchanged
Raffa Wealth Management, LLC5$550.00%00.0%Unchanged
Heritage Wealth Management, LLC5$550.00%−25−83.3%Reduced
Rockbridge Investment Management, LCC9$990.00%00.0%Unchanged
TD Waterhouse Canada Inc.10$1100.00%−1−9.1%Reduced
Kelly Financial Services LLC38$4160.00%00.0%Unchanged
WR Wealth Planners, LLC58$6380.00%+32+123.1%Added
Anchor Investment Management, LLC61$6690.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC65$7190.00%00.0%Unchanged
Caldwell Trust Co69$7560.00%00.0%Unchanged
Prospera Financial Services Inc53$1.00K0.00%−1,252−95.9%Reduced
Proequities, Inc.133$1.00K0.00%−77−36.7%Reduced
Whittier Trust Co105$1.00K0.00%−3−2.8%Reduced
JFS Wealth Advisors, LLC118$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors108$1.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.89$1.00K0.00%−34−27.6%Reduced
Trust Co119$1.00K0.00%00.0%Unchanged
First Bank & Trust46$1.00K0.00%−104−69.3%Reduced
Pacifica Partners Inc.98$1.00K0.00%−6−5.8%Reduced
Hexagon Capital Partners LLC60$1.00K0.00%−110−64.7%Reduced
Wolff Wiese Magana LLC72$1.00K0.00%−87−54.7%Reduced
Brown Brothers Harriman & Co71$1.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC54$1.00K0.00%00.0%Unchanged
Gradient Investments LLC69$1.00K0.00%00.0%Unchanged
Bartlett & Co. LLC65$1.00K0.00%00.0%Unchanged
Hoertkorn Richard Charles66$1.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.50$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC46$1.00K0.00%00.0%Unchanged
Independence Bank of Kentucky30$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC56$1.00K0.00%00.0%Unchanged