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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, Q1 2023

Institutional positions in Orion Properties Inc. as of Mar 31, 2023. 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
293
+1 vs. Q4 2022
Shares held
49.2M
−2.19M (−4.3%) vs. Q4 2022
Total value
$331.8M
−$107.2M (−24.4%) vs. Q4 2022
New holders
42
69 more added
Sold out
41
94 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 293 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 2023: $331.8M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2022.

Institutions holding ONL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hazlett, Burt & Watson, Inc.40$00.00%00.0%Unchanged
Smithfield Trust Co20$00.00%00.0%Unchanged
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
Asset Dedication, LLC30$00.00%00.0%Unchanged
Old North State Trust, LLC53$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$00.00%00.0%Unchanged
Toronto Dominion Bank1$00.00%+1New
Live Oak Investment Partners–$60.00%––
Carolinas Wealth Consulting LLC1$70.00%−1−50.0%Reduced
Lumature Wealth Partners, LLC1$70.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$70.00%00.0%Unchanged
Northwest Investment Counselors, LLC1$70.00%+1New
Arcadia Investment Management Corp2$140.00%+2New
Lee Financial Co3$210.00%00.0%Unchanged
Baystate Wealth Management LLC3$210.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$270.00%00.0%Unchanged
Johnson Midwest Financial, LLC4$270.00%00.0%Unchanged
Colonial Trust Co5$340.00%−5−50.0%Reduced
Raffa Wealth Management, LLC5$340.00%00.0%Unchanged
Park Place Capital Corp5$340.00%00.0%Unchanged
Country Trust Bank6$400.00%00.0%Unchanged
Stonebridge Capital Advisors LLC6$400.00%00.0%Unchanged
Toth Financial Advisory Corp7$470.00%00.0%Unchanged
Horan Securities, Inc.7$470.00%00.0%Unchanged
Proequities, Inc.8$540.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC9$610.00%−27−75.0%Reduced
Central Trust Co10$670.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$670.00%00.0%Unchanged
Manchester Capital Management LLC10$670.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$670.00%00.0%Unchanged
West Branch Capital LLC10$670.00%00.0%Unchanged
FinTrust Capital Advisors, LLC8$690.00%00.0%Unchanged
Sunbelt Securities, Inc.12$790.00%+12New
Trust Co of Vermont12$800.00%00.0%Unchanged
Antonetti Capital Management LLC12$800.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$880.00%+13New
Riverview Trust Co14$940.00%+14New
WealthPlan Investment Management, LLC14$950.00%+14New
Insight Financial Services15$1000.00%00.0%Unchanged
JJJ Advisors Inc.16$1030.00%−3−15.8%Reduced
Heritage Wealth Advisors17$1140.00%00.0%Unchanged
Perkins Coie Trust Co18$1200.00%−9−33.3%Reduced
Bell Investment Advisors, Inc18$1210.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$1340.00%−103−83.7%Reduced
Costello Asset Management, INC20$1340.00%00.0%Unchanged
Missouri Trust & Investment Co20$1340.00%00.0%Unchanged
Bogart Wealth, LLC21$1410.00%−25−54.3%Reduced
MB, Levis & Associates, LLC21$1410.00%00.0%Unchanged
Mascoma Wealth Management LLC24$1470.00%00.0%Unchanged
Creative Capital Management Investments LLC22$1470.00%−21−48.8%Reduced
SOA Wealth Advisors, LLC.25$1680.00%00.0%Unchanged
Barrett & Company, Inc.28$1880.00%00.0%Unchanged
Atticus Wealth Management, LLC30$2010.00%−274−90.1%Reduced
Aspire Private Capital, LLC30$2010.00%00.0%Unchanged
Concord Wealth Partners31$2080.00%−37−54.4%Reduced
Creative Financial Designs Inc32$2130.00%−6−15.8%Reduced
Luken Investment Analytics, LLC32$2140.00%00.0%Unchanged
PSI Advisors, LLC33$2210.00%+33New
Halpern Financial, Inc.34$2280.00%00.0%Unchanged
Bangor Savings Bank35$2350.00%00.0%Unchanged
First Manhattan Co36$2410.00%−13−26.5%Reduced
DT Investment Partners, LLC40$2440.00%+40New
Farther Finance Advisors, LLC37$2480.00%−2−5.1%Reduced
Caldwell Trust Co37$2480.00%00.0%Unchanged
Investors Research Corp38$2550.00%00.0%Unchanged
Glen Eagle Advisors, LLC40$2680.00%−6−13.0%Reduced
Baker Avenue Asset Management, LP41$2750.00%−22−34.9%Reduced
Zions Bancorporation, N.A.50$3350.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$3350.00%00.0%Unchanged
Ancora Advisors, LLC50$3350.00%00.0%Unchanged
National Bank of Canada51$3410.00%00.0%Unchanged
Carmel Capital Partners, LLC53$3550.00%+53New
Jones Financial Companies LLLP54$3620.00%+54New
Bank of New Hampshire55$3690.00%00.0%Unchanged
Anchor Investment Management, LLC56$3750.00%00.0%Unchanged
Larson Financial Group LLC56$3750.00%00.0%Unchanged
WR Wealth Planners, LLC59$3950.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group62$4150.00%00.0%Unchanged
Beacon Capital Management, LLC64$4290.00%00.0%Unchanged
Key Financial Inc65$4360.00%00.0%Unchanged
EverSource Wealth Advisors, LLC69$4620.00%−176−71.8%Reduced
Gradient Investments LLC69$4620.00%00.0%Unchanged
HM Payson & Co70$4690.00%−50−41.7%Reduced
Baldwin Brothers Inc70$4690.00%+10+16.7%Added
Brown Brothers Harriman & Co71$4760.00%00.0%Unchanged
Accel Wealth Management71$4770.00%00.0%Unchanged
Citizens National Bank Trust Department72$4820.00%00.0%Unchanged
Wolff Wiese Magana LLC72$4830.00%00.0%Unchanged
Pacifica Partners Inc.74$4880.00%−5−6.3%Reduced
ICA Group Wealth Management, LLC73$4890.00%+37+102.8%Added
Sound Income Strategies, LLC81$5430.00%+81New
Clearview Wealth Advisors LLC81$5440.00%+1+1.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$5560.00%−5−5.7%Reduced
Private Ocean, LLC84$5630.00%−374−81.7%Reduced
Creative Planning84$5630.00%+84New
Hollencrest Capital Management85$5700.00%+63+286.4%Added
Whittier Trust Co105$7030.00%00.0%Unchanged
Centennial Bank110$7380.00%00.0%Unchanged
Parallel Advisors, LLC112$7500.00%−23−17.0%Reduced
JNBA Financial Advisors112$7510.00%+4+3.7%Added