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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, Q3 2022

Institutional positions in Orion Properties Inc. as of Sep 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
294
−46 vs. Q2 2022
Shares held
46.0M
−894.1K (−1.9%) vs. Q2 2022
Total value
$402.8M
−$111.5M (−21.7%) vs. Q2 2022
New holders
27
58 more added
Sold out
73
112 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 294 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 heldQ3 2022: $402.8M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q2 2022.

Institutions holding ONL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covington Capital Management10$00.00%−403−97.6%Reduced
Fifth Third Bancorp36$00.00%−136−79.1%Reduced
First Manhattan Co49$00.00%−219−81.7%Reduced
Baystate Wealth Management LLC3$00.00%−150−98.0%Reduced
Central Trust Co31$00.00%−30−49.2%Reduced
Proequities, Inc.53$00.00%−80−60.2%Reduced
Trust Co of Vermont27$00.00%−56−67.5%Reduced
Bartlett & Co. LLC56$00.00%−9−13.8%Reduced
Zions Bancorporation, N.A.50$00.00%00.0%Unchanged
Bogart Wealth, LLC46$00.00%00.0%Unchanged
Larson Financial Group LLC56$00.00%00.0%Unchanged
Heritage Wealth Management, LLC5$00.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.40$00.00%00.0%Unchanged
Creative Financial Designs Inc37$00.00%−1−2.6%Reduced
Toth Financial Advisory Corp7$00.00%00.0%Unchanged
Investors Asset Management of Georgia Inc7$00.00%+3+75.0%Added
Old Second National Bank of Aurora5$00.00%00.0%Unchanged
National Bank of Canada51$00.00%+17+50.0%Added
Umb Bank N A19$00.00%00.0%Unchanged
Pin Oak Investment Advisors Inc6$00.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$00.00%00.0%Unchanged
Country Trust Bank6$00.00%00.0%Unchanged
AlphaMark Advisors, LLC34$00.00%00.0%Unchanged
Lee Financial Co3$00.00%00.0%Unchanged
Signaturefd, LLC1$00.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$00.00%00.0%Unchanged
Asset Dedication, LLC30$00.00%−17−36.2%Reduced
Perkins Coie Trust Co27$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC35$00.00%00.0%Unchanged
Antonetti Capital Management LLC12$00.00%00.0%Unchanged
JJJ Advisors Inc.19$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC88$00.00%−2−2.2%Reduced
Stonebridge Capital Advisors LLC6$00.00%−6−50.0%Reduced
FinTrust Capital Advisors, LLC8$00.00%00.0%Unchanged
Glassman Wealth Services8$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
Wagner Wealth Management, LLC20$00.00%−2−9.1%Reduced
Johnson Midwest Financial, LLC28$00.00%00.0%Unchanged
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
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
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%00.0%Unchanged
SOA Wealth Advisors, LLC.25$00.00%00.0%Unchanged
Bell Investment Advisors, Inc18$00.00%−9−33.3%Reduced
CarsonAllaria Wealth Management, Ltd.3$00.00%00.0%Unchanged
Monolith Advisors28$00.00%00.0%Unchanged
Gould Capital, LLC2$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$00.00%−34−81.0%Reduced
Salem Investment Counselors Inc2$00.00%+2New
MUFG Americas Holdings Corp15$00.00%+15New
Smithfield Trust Co20$00.00%+20New
Massmutual Trust Co FSB34$00.00%+34New
Motco50$00.00%+50New
Bray Capital Advisors13$00.00%+13New
Old North State Trust, LLC53$00.00%+53New
Aspire Private Capital, LLC30$00.00%+30New
Wipfli Financial Advisors LLC,31$00.00%+31New
Activest Wealth Management3$00.00%+3New
Federation des caisses Desjardins du Quebec1$90.00%00.0%Unchanged
Raffa Wealth Management, LLC5$440.00%00.0%Unchanged
Heritage Wealth Advisors17$1490.00%00.0%Unchanged
Sutton Wealth Advisors Inc.20$1750.00%+20New
Barrett & Company, Inc.28$2390.00%+28New
Halpern Financial, Inc.34$2980.00%+34New
Caldwell Trust Co37$3240.00%−32−46.4%Reduced
Kelly Financial Services LLC38$3330.00%00.0%Unchanged
Anchor Investment Management, LLC56$4900.00%−5−8.2%Reduced
Bartlett & Co. Wealth Management LLC56$4960.00%−9−13.8%Reduced
WR Wealth Planners, LLC58$5110.00%00.0%Unchanged
Quadrant Capital Group LLC94$1.00K0.00%−608−86.6%Reduced
Meeder Asset Management Inc104$1.00K0.00%−128−55.2%Reduced
Versant Capital Management, Inc132$1.00K0.00%−158−54.5%Reduced
HM Payson & Co120$1.00K0.00%−37−23.6%Reduced
Benjamin F. Edwards & Company, Inc.162$1.00K0.00%−2−1.2%Reduced
McIlrath & Eck, LLC133$1.00K0.00%−7−5.0%Reduced
Pinnacle Bancorp, Inc.160$1.00K0.00%00.0%Unchanged
Castleview Partners, LLC151$1.00K0.00%+137+978.6%Added
Brown Brothers Harriman & Co71$1.00K0.00%00.0%Unchanged
Baldwin Brothers Inc60$1.00K0.00%00.0%Unchanged
Whittier Trust Co105$1.00K0.00%00.0%Unchanged
Bangor Savings Bank75$1.00K0.00%00.0%Unchanged
Cutler Group LP132$1.00K0.00%00.0%Unchanged
Gradient Investments LLC69$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC118$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors108$1.00K0.00%00.0%Unchanged
Trust Co119$1.00K0.00%00.0%Unchanged
Crewe Advisors LLC64$1.00K0.00%00.0%Unchanged
Investors Research Corp80$1.00K0.00%−8−9.1%Reduced
Pacifica Partners Inc.84$1.00K0.00%−14−14.3%Reduced
Key Financial Inc65$1.00K0.00%+8+14.0%Added
Center for Financial Planning, Inc.58$1.00K0.00%00.0%Unchanged
Citizens National Bank Trust Department72$1.00K0.00%−15−17.2%Reduced