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, Q4 2022
Institutional positions in Orion Properties Inc. as of Dec 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
- 298
- +11 vs. Q3 2022
- Shares held
- 51.4M
- +5.42M (+11.8%) vs. Q3 2022
- Total value
- $439.3M
- +$36.5M (+9.1%) vs. Q3 2022
- New holders
- 51
- 69 more added
- Sold out
- 40
- 88 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 199 | $80.8M |
| Q1 2026 | 193 | $55.1M |
| Q4 2025 | 197 | $71.8M |
| Q3 2025 | 200 | $86.0M |
| Q2 2025 | 213 | $71.2M |
| Q1 2025 | 231 | $72.6M |
| Q4 2024 | 253 | $119.1M |
| Q3 2024 | 245 | $133.9M |
| Q2 2024 | 244 | $124.1M |
| Q1 2024 | 241 | $137.4M |
| Q4 2023 | 255 | $237.5M |
| Q3 2023 | 269 | $225.7M |
| Q2 2023 | 269 | $331.5M |
| Q1 2023 | 293 | $331.8M |
| Q4 2022 | 298 | $439.3M |
| Q3 2022 | 294 | $402.8M |
| Q2 2022 | 344 | $514.3M |
| Q1 2022 | 341 | $595.7M |
| Q4 2021 | 383 | $802.8M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 108 | $922 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 110 | $939 | 0.00% | +110 | New |
| Founders Capital Management | 98 | $1.00K | 0.00% | −160−62.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 162 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $1.01K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 120 | $1.02K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 123 | $1.05K | 0.00% | +123 | New |
| McIlrath & Eck, LLC | 133 | $1.14K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $1.15K | 0.00% | −16,872−99.2% | Reduced |
| GWM Advisors LLC | 894 | $1.29K | 0.00% | +894 | New |
| SRS Capital Advisors, Inc. | 173 | $1.48K | 0.00% | −377−68.5% | Reduced |
| Parkside Financial Bank & Trust | 179 | $1.53K | 0.00% | −187−51.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 179 | $1.53K | 0.00% | −172−49.0% | Reduced |
| Syverson Strege & Co | 197 | $1.68K | 0.00% | −30−13.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $1.71K | 0.00% | −29−12.7% | Reduced |
| Financial Perspectives, Inc | 201 | $1.72K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 206 | $1.76K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 185 | $1.78K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 211 | $1.80K | 0.00% | +211 | New |
| Westside Investment Management, Inc. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 224 | $2.00K | 0.00% | +224 | New |
| EverSource Wealth Advisors, LLC | 245 | $2.09K | 0.00% | +245 | New |
| Fifth Third Bancorp | 267 | $2.28K | 0.00% | +231+641.7% | Added |
| Sugarloaf Wealth Management, LLC | 277 | $2.37K | 0.00% | −60−17.8% | Reduced |
| Advisory Services Network, LLC | 283 | $2.42K | 0.00% | +283 | New |
| Atticus Wealth Management, LLC | 304 | $2.60K | 0.00% | −91−23.0% | Reduced |
| Cedar Wealth Management, LLC | 330 | $2.82K | 0.00% | −100−23.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 439 | $3.00K | 0.00% | +2+0.5% | Added |
| Harbour Investments, Inc. | 403 | $3.44K | 0.00% | −46−10.2% | Reduced |
| Lindbrook Capital, LLC | 456 | $3.89K | 0.00% | −220−32.5% | Reduced |
| Private Ocean, LLC | 458 | $3.91K | 0.00% | −4−0.9% | Reduced |
| Dividend Assets Capital, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 488 | $4.17K | 0.00% | +488 | New |
| Focused Wealth Management, Inc | 493 | $4.21K | 0.00% | −168−25.4% | Reduced |
| Duncker Streett & Co Inc | 506 | $4.32K | 0.00% | −80−13.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 525 | $4.48K | 0.00% | −50−8.7% | Reduced |
| Ronald Blue Trust, Inc. | 540 | $5.00K | 0.00% | +1+0.2% | Added |
| Huntington National Bank | 610 | $5.21K | 0.00% | −220−26.5% | Reduced |
| Farmers & Merchants Investments Inc | 635 | $5.42K | 0.00% | −166−20.7% | Reduced |
| North Star Investment Management Corp. | 637 | $5.44K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 695 | $5.95K | 0.00% | +361+108.1% | Added |
| Geneos Wealth Management Inc. | 699 | $5.97K | 0.00% | −7−1.0% | Reduced |
| Versant Capital Management, Inc | 733 | $6.26K | 0.00% | +601+455.3% | Added |
| Signaturefd, LLC | 746 | $6.37K | 0.00% | +745+74,500.0% | Added |
| Northwestern Mutual Wealth Management Co | 767 | $6.55K | 0.00% | −35−4.4% | Reduced |
| Simplex Trading, LLC | 833 | $7.00K | 0.00% | −1,666−66.7% | Reduced |
| Retirement Group, LLC | 846 | $7.00K | 0.00% | +673+389.0% | Added |
| Global Retirement Partners, LLC | 857 | $7.32K | 0.00% | +69+8.8% | Added |
| Cary Street Partner Investment Advisory LLC | 857 | $7.32K | 0.00% | +857 | New |
| Allworth Financial LP | 873 | $7.46K | 0.00% | −147−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,051 | $8.97K | 0.00% | −561−34.8% | Reduced |
| Advisors Asset Management, Inc. | 1,059 | $9.04K | 0.00% | −2,393−69.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,266 | $10.0K | 0.00% | −1,015−44.5% | Reduced |
| Point72 Middle East FZE | 1,189 | $10.2K | 0.00% | +1,189 | New |
| AdvisorNet Financial, Inc | 1,281 | $10.9K | 0.00% | +62+5.1% | Added |
| Tower Research Capital LLC (TRC) | 1,405 | $12.0K | 0.00% | −3,108−68.9% | Reduced |
| Quadrant Capital Group LLC | 1,420 | $12.1K | 0.00% | +1,326+1,410.6% | Added |
| Sutton Wealth Advisors Inc. | 1,479 | $12.6K | 0.00% | +1,459+7,295.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,557 | $13.3K | 0.00% | +1,309+527.8% | Added |
| US Bancorp | 1,606 | $13.7K | 0.00% | +965+150.5% | Added |
| Coppell Advisory Solutions LLC | 1,690 | $14.4K | 0.01% | +1,690 | New |
| Coppell Advisory Solutions Corp. | 1,690 | $14.4K | 0.01% | +1,690 | New |
| Trustcore Financial Services, LLC | 2,012 | $17.2K | 0.00% | −125−5.8% | Reduced |
| Spire Wealth Management | 3,462 | $30.0K | 0.00% | +226+7.0% | Added |
| Quantbot Technologies LP | 4,208 | $35.9K | 0.00% | +2,370+128.9% | Added |
| The PNC Financial Services Group, Inc. | 4,355 | $37.2K | 0.00% | −3,397−43.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,280 | $38.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,988 | $43.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,216 | $45.0K | 0.00% | −60−1.1% | Reduced |
| Metropolitan Life Insurance Co | 5,374 | $45.9K | 0.00% | −8−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,531 | $56.0K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,180 | $86.9K | 0.00% | −2,652−20.7% | Reduced |
| Cetera Advisor Networks LLC | 10,422 | $89.0K | 0.00% | −1,063−9.3% | Reduced |
| Fox Run Management, L.L.C. | 10,524 | $89.9K | 0.04% | +10,524 | New |
| Y-Intercept (Hong Kong) Ltd | 10,702 | $91.4K | 0.01% | +10,702 | New |
| Macquarie Group Ltd | 10,824 | $92.4K | 0.00% | −9,624−47.1% | Reduced |
| Janus Henderson Group PLC | 10,862 | $92.7K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,869 | $101.4K | 0.00% | +601+5.3% | Added |
| Teacher Retirement System of Texas | 11,990 | $102.0K | 0.00% | +11,990 | New |
| Victory Capital Management Inc | 12,335 | $105.3K | 0.00% | −20.0% | Reduced |
| Squarepoint Ops LLC | 12,633 | $107.9K | 0.00% | −31,305−71.2% | Reduced |
| Everence Capital Management Inc | 12,700 | $108.0K | 0.01% | +12,700 | New |
| Raymond James & Associates | 12,646 | $108.0K | 0.00% | −1,349−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,243 | $113.0K | 0.00% | −7,709−36.8% | Reduced |
| Alpine Global Management, LLC | 14,332 | $122.0K | 0.04% | +14,332 | New |
| Engineers Gate Manager LP | 14,979 | $127.9K | 0.01% | +14,979 | New |
| Daiwa Securities Group Inc. | 15,249 | $130.0K | 0.00% | −1,099−6.7% | Reduced |
| Mackenzie Financial Corp | 15,862 | $135.5K | 0.00% | −20,600−56.5% | Reduced |
| Quinn Opportunity Partners LLC | 15,922 | $136.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,981 | $136.5K | 0.00% | +593+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,120 | $138.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 16,576 | $141.6K | 0.00% | −1,805−9.8% | Reduced |
| Susquehanna International Group, LLP | 17,319 | $147.9K | 0.00% | −12,189−41.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,310 | $148.0K | 0.00% | −6,113−26.1% | Reduced |
| Van Eck Associates Corp | 17,646 | $151.0K | 0.00% | +1,407+8.7% | Added |
| Millennium Management LLC | 18,308 | $156.0K | 0.00% | −5,537−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 18,476 | $157.8K | 0.00% | 00.0% | Unchanged |