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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 118 | $791 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 121 | $811 | 0.00% | +83+218.4% | Added |
| Glassman Wealth Services | 122 | $817 | 0.00% | +114+1,425.0% | Added |
| Lindbrook Capital, LLC | 132 | $884 | 0.00% | −324−71.1% | Reduced |
| McIlrath & Eck, LLC | 133 | $891 | 0.00% | 00.0% | Unchanged |
| Natixis | 148 | $992 | 0.00% | +148 | New |
| Benjamin F. Edwards & Company, Inc. | 141 | $1.00K | 0.00% | −21−13.0% | Reduced |
| Founders Capital Management | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 213 | $1.00K | 0.00% | +213 | New |
| Pinnacle Bancorp, Inc. | 160 | $1.07K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 170 | $1.14K | 0.00% | −318−65.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 172 | $1.15K | 0.00% | −7−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 173 | $1.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 174 | $1.17K | 0.00% | +174 | New |
| Prestige Wealth Management Group LLC | 179 | $1.22K | 0.00% | +179 | New |
| Union Investments & Development Ltd. | 185 | $1.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 192 | $1.29K | 0.00% | −702−78.5% | Reduced |
| Syverson Strege & Co | 198 | $1.32K | 0.00% | +1+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 199 | $1.33K | 0.00% | −1−0.5% | Reduced |
| Financial Perspectives, Inc | 201 | $1.35K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 206 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 224 | $1.50K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 240 | $1.61K | 0.00% | −43−15.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 279 | $1.87K | 0.00% | +2+0.7% | Added |
| Ridgewood Investments LLC | 283 | $1.90K | 0.00% | +283 | New |
| Harbour Investments, Inc. | 290 | $1.95K | 0.00% | −113−28.0% | Reduced |
| Westside Investment Management, Inc. | 330 | $2.21K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 371 | $2.48K | 0.00% | −122−24.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 440 | $3.00K | 0.00% | +1+0.2% | Added |
| Duncker Streett & Co Inc | 473 | $3.17K | 0.00% | −33−6.5% | Reduced |
| Fifth Third Bancorp | 488 | $3.27K | 0.00% | +221+82.8% | Added |
| Huntington National Bank | 493 | $3.30K | 0.00% | −117−19.2% | Reduced |
| Parkside Financial Bank & Trust | 504 | $3.38K | 0.00% | +325+181.6% | Added |
| TCI Wealth Advisors, Inc. | 511 | $3.42K | 0.00% | +511 | New |
| Kalos Management, Inc. | 511 | $3.42K | 0.01% | +511 | New |
| Whittier Trust Co of Nevada Inc | 525 | $3.52K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 525 | $3.52K | 0.00% | −242−31.6% | Reduced |
| Farmers & Merchants Investments Inc | 581 | $3.89K | 0.00% | −54−8.5% | Reduced |
| US Bancorp | 590 | $3.95K | 0.00% | −1,016−63.3% | Reduced |
| Dividend Assets Capital, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 657 | $4.40K | 0.00% | −42−6.0% | Reduced |
| WealthPLAN Partners, LLC | 658 | $4.41K | 0.00% | +658 | New |
| North Star Investment Management Corp. | 710 | $4.76K | 0.00% | +73+11.5% | Added |
| Retirement Group, LLC | 701 | $5.00K | 0.00% | −145−17.1% | Reduced |
| Ronald Blue Trust, Inc. | 540 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 835 | $5.01K | 0.00% | −22−2.6% | Reduced |
| Allworth Financial LP | 759 | $5.09K | 0.00% | −114−13.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 767 | $5.14K | 0.00% | −90−10.5% | Reduced |
| Ameritas Advisory Services, LLC | 841 | $5.62K | 0.00% | +841 | New |
| Advisors Asset Management, Inc. | 1,035 | $6.93K | 0.00% | −24−2.3% | Reduced |
| Loomis Sayles & Co L P | 1,100 | $7.00K | 0.00% | +1,100 | New |
| AdvisorNet Financial, Inc | 1,256 | $8.41K | 0.00% | −25−2.0% | Reduced |
| Quadrant Capital Group LLC | 1,280 | $8.58K | 0.00% | −140−9.9% | Reduced |
| Quarry LP | 1,395 | $9.35K | 0.01% | +1,395 | New |
| Russell Investments Group, Ltd. | 1,399 | $9.37K | 0.00% | −26,481−95.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,509 | $10.0K | 0.00% | +104+7.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,566 | $10.5K | 0.00% | +9+0.6% | Added |
| PEAK6 Investments LLC | 1,777 | $11.9K | 0.00% | +1,777 | New |
| Signaturefd, LLC | 1,970 | $13.2K | 0.00% | +1,224+164.1% | Added |
| Belpointe Asset Management LLC | 2,078 | $13.9K | 0.00% | +1,867+884.8% | Added |
| Versant Capital Management, Inc | 2,260 | $15.1K | 0.01% | +1,527+208.3% | Added |
| Simplex Trading, LLC | 2,586 | $17.0K | 0.00% | +1,753+210.4% | Added |
| Ameritas Investment Partners, Inc. | 4,280 | $28.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,722 | $31.6K | 0.00% | +367+8.4% | Added |
| KBC Group NV | 4,988 | $33.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,038 | $33.8K | 0.00% | −336−6.3% | Reduced |
| CWM, LLC | 5,531 | $37.0K | 0.00% | +315+6.0% | Added |
| Spire Wealth Management | 5,640 | $37.8K | 0.00% | +2,178+62.9% | Added |
| Public Employees Retirement Association of Colorado | 6,531 | $44.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,202 | $48.3K | 0.00% | +7,202 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,735 | $58.5K | 0.00% | −9,961−53.3% | Reduced |
| Storebrand Asset Management AS | 9,491 | $63.6K | 0.00% | −12,967−57.7% | Reduced |
| Cetera Advisor Networks LLC | 10,138 | $67.9K | 0.00% | −284−2.7% | Reduced |
| Point72 Middle East FZE | 10,731 | $71.9K | 0.00% | +9,542+802.5% | Added |
| Raymond James & Associates | 10,739 | $72.0K | 0.00% | −1,907−15.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,800 | $72.4K | 0.00% | −24,800−69.7% | Reduced |
| Price T Rowe Associates Inc | 10,782 | $73.0K | 0.00% | +10,782 | New |
| Mutual of America Capital Management LLC | 11,663 | $78.1K | 0.00% | −206−1.7% | Reduced |
| Guggenheim Capital LLC | 11,948 | $80.1K | 0.00% | +11,948 | New |
| Samalin Investment Counsel, LLC | 12,156 | $81.4K | 0.05% | +12,156 | New |
| Royal Bank of Canada | 12,297 | $83.0K | 0.00% | −10,677−46.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,464 | $84.0K | 0.00% | −779−5.9% | Reduced |
| Quinn Opportunity Partners LLC | 15,922 | $106.7K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 15,918 | $107.0K | 0.00% | −125,463−88.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 16,120 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 16,139 | $108.1K | 0.00% | −3,549−18.0% | Reduced |
| Cetera Advisors LLC | 16,305 | $109.2K | 0.00% | −271−1.6% | Reduced |
| Arizona State Retirement System | 16,410 | $109.9K | 0.00% | +429+2.7% | Added |
| Daiwa Securities Group Inc. | 16,474 | $110.0K | 0.00% | +1,225+8.0% | Added |
| FMR LLC | 16,960 | $113.6K | 0.00% | −8,646−33.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,310 | $116.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,476 | $123.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,706 | $125.3K | 0.00% | −50−0.3% | Reduced |
| Walleye Capital LLC | 19,376 | $129.8K | 0.00% | +19,376 | New |
| Y-Intercept (Hong Kong) Ltd | 19,553 | $131.0K | 0.02% | +8,851+82.7% | Added |
| World Equity Group, Inc. | 11,063 | $144.6K | 0.02% | +11,063 | New |
| HRT Financial LP | 22,327 | $149.0K | 0.00% | +22,327 | New |
| Commonwealth Equity Services, LLC | 22,425 | $150.0K | 0.00% | +308+1.4% | Added |
| Voya Investment Management LLC | 23,087 | $154.7K | 0.00% | +216+0.9% | Added |
| Manufacturers Life Insurance Company, The | 23,144 | $155.1K | 0.00% | 00.0% | Unchanged |