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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, 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.

Institutional holdersQ4 2022: 298 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 heldQ4 2022: $439.3M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2022.

Institutions holding ONL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Clearview Wealth Advisors LLC80$6880.00%+5+6.7%Added
Pacifica Partners Inc.79$6800.00%−5−6.0%Reduced
Wolff Wiese Magana LLC72$6150.00%00.0%Unchanged
WFA of San Diego, LLC72$6150.00%+72New
Accel Wealth Management71$6080.00%00.0%Unchanged
Brown Brothers Harriman & Co71$6060.00%00.0%Unchanged
Gradient Investments LLC69$5890.00%00.0%Unchanged
Concord Wealth Partners68$5810.00%+68New
Key Financial Inc65$5690.00%00.0%Unchanged
Beacon Capital Management, LLC64$5470.00%−2−3.0%Reduced
Baker Avenue Asset Management, LP63$5380.00%+63New
Oliver Lagore Vanvalin Investment Group62$5290.00%00.0%Unchanged
Baldwin Brothers Inc60$5120.00%00.0%Unchanged
WR Wealth Planners, LLC59$5020.00%+1+1.7%Added
Center for Financial Planning, Inc.58$4950.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC58$4950.00%+58New
Bartlett & Co. Wealth Management LLC56$4840.00%00.0%Unchanged
Anchor Investment Management, LLC56$4780.00%00.0%Unchanged
Larson Financial Group LLC56$4780.00%00.0%Unchanged
National Bank of Canada51$4350.00%00.0%Unchanged
Zions Bancorporation, N.A.50$4270.00%00.0%Unchanged
Phocas Financial Corp.50$4270.00%+50New
Investment Research & Advisory Group, Inc.50$4270.00%+50New
First Manhattan Co49$4180.00%00.0%Unchanged
Glen Eagle Advisors, LLC46$3930.00%−124−72.9%Reduced
Bogart Wealth, LLC46$3930.00%00.0%Unchanged
Farther Finance Advisors, LLC39$3330.00%+39New
Investors Research Corp38$3250.00%−42−52.5%Reduced
Kelly Financial Services LLC38$3250.00%00.0%Unchanged
CoreCap Advisors, LLC38$3250.00%+38New
Fiduciary Alliance LLC38$3250.00%+38New
Creative Financial Designs Inc38$3230.00%+1+2.7%Added
Caldwell Trust Co37$3160.00%00.0%Unchanged
ICA Group Wealth Management, LLC36$3120.00%+36New
Kistler-Tiffany Companies, LLC36$3050.00%+1+2.9%Added
Halpern Financial, Inc.34$2900.00%00.0%Unchanged
Luken Investment Analytics, LLC32$2730.00%+32New
Aspire Private Capital, LLC30$2560.00%00.0%Unchanged
Barrett & Company, Inc.28$2390.00%00.0%Unchanged
NVWM, LLC27$2310.00%00.0%Unchanged
Perkins Coie Trust Co27$2290.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$2140.00%00.0%Unchanged
Mascoma Wealth Management LLC24$2050.00%00.0%Unchanged
Hollencrest Capital Management22$1880.00%+22New
MB, Levis & Associates, LLC21$1790.00%+21New
Costello Asset Management, INC20$1710.00%+14+233.3%Added
JJJ Advisors Inc.19$1670.00%00.0%Unchanged
Bell Investment Advisors, Inc18$1540.00%00.0%Unchanged
Ameliora Wealth Management Ltd.18$1540.00%00.0%Unchanged
Heritage Wealth Advisors17$1450.00%00.0%Unchanged
Insight Financial Services15$1280.00%00.0%Unchanged
Trust Co of Vermont12$1020.00%−15−55.6%Reduced
Antonetti Capital Management LLC12$1020.00%00.0%Unchanged
Central Trust Co10$850.00%−21−67.7%Reduced
Harbor Investment Advisory, LLC10$850.00%00.0%Unchanged
West Branch Capital LLC10$850.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$850.00%+10New
Manchester Capital Management LLC10$850.00%+10New
Colonial Trust Co10$850.00%+10New
Glassman Wealth Services8$700.00%00.0%Unchanged
Proequities, Inc.8$690.00%−45−84.9%Reduced
FinTrust Capital Advisors, LLC8$680.00%00.0%Unchanged
Toth Financial Advisory Corp7$600.00%00.0%Unchanged
Horan Securities, Inc.7$600.00%00.0%Unchanged
Country Trust Bank6$510.00%00.0%Unchanged
Stonebridge Capital Advisors LLC6$510.00%00.0%Unchanged
Raffa Wealth Management, LLC5$430.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$340.00%00.0%Unchanged
Freedom Wealth Alliance, LLC4$340.00%+4New
Cornerstone Planning Group LLC3$270.00%+3New
Lee Financial Co3$260.00%00.0%Unchanged
Activest Wealth Management3$260.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$180.00%00.0%Unchanged
Sofos Investments, Inc.9$160.00%+9New
Federation des caisses Desjardins du Quebec1$90.00%00.0%Unchanged
Lumature Wealth Partners, LLC1$90.00%−3−75.0%Reduced
Live Oak Investment Partners–$80.00%–New
Ancora Advisors, LLC50$00.00%−128−71.9%Reduced
Bangor Savings Bank35$00.00%−40−53.3%Reduced
Cutler Group LP60$00.00%−72−54.5%Reduced
Hazlett, Burt & Watson, Inc.40$00.00%00.0%Unchanged
Umb Bank N A19$00.00%00.0%Unchanged
Smithfield Trust Co20$00.00%00.0%Unchanged
Massmutual Trust Co FSB34$00.00%00.0%Unchanged
AlphaMark Advisors, LLC20$00.00%−14−41.2%Reduced
Asset Dedication, LLC30$00.00%00.0%Unchanged
Baystate Wealth Management LLC3$00.00%00.0%Unchanged
Bartlett & Co. LLC56$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC4$00.00%−24−85.7%Reduced
Old North State Trust, LLC53$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
Strengthening Families & Communities, LLC8$00.00%00.0%Unchanged
Bessemer Group Inc56$00.00%+56New
Creative Capital Management Investments LLC43$00.00%+43New
Park Place Capital Corp5$00.00%+5New
IFP Advisors, Inc488––−224−31.5%Reduced
Missouri Trust & Investment Co20––00.0%Unchanged
Covestor Ltd0$00.00%−6,644−100.0%Sold out
Mangrove Partners0$00.00%−976,056−100.0%Sold out