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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, Q2 2023

Institutional positions in Orion Properties Inc. as of Jun 30, 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
269
−23 vs. Q1 2023
Shares held
50.1M
+895.0K (+1.8%) vs. Q1 2023
Total value
$331.5M
−$270.3K (−0.1%) vs. Q1 2023
New holders
29
67 more added
Sold out
52
79 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 269 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 heldQ2 2023: $331.5M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q1 2023.

Institutions holding ONL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hazlett, Burt & Watson, Inc.40$00.00%00.0%Unchanged
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
Asset Dedication, LLC30$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC36$00.00%+28+350.0%Added
Live Oak Investment Partners–$60.00%––
Lumature Wealth Partners, LLC1$70.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$70.00%00.0%Unchanged
ORG Partners LLC3$210.00%+3New
Pinnacle Financial Partners Inc4$260.00%00.0%Unchanged
Johnson Midwest Financial, LLC4$270.00%00.0%Unchanged
WealthPlan Investment Management, LLC5$300.00%−9−64.3%Reduced
Raffa Wealth Management, LLC5$330.00%00.0%Unchanged
Colonial Trust Co5$330.00%00.0%Unchanged
Park Place Capital Corp5$330.00%00.0%Unchanged
Cornerstone Planning Group LLC5$330.00%+5New
Country Trust Bank6$400.00%00.0%Unchanged
Stonebridge Capital Advisors LLC6$400.00%00.0%Unchanged
Horan Securities, Inc.7$460.00%00.0%Unchanged
Toth Financial Advisory Corp7$470.00%00.0%Unchanged
Proequities, Inc.8$530.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC9$600.00%00.0%Unchanged
WFA of San Diego, LLC9$600.00%+9New
Boyd Watterson Asset Management LLC10$660.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$660.00%00.0%Unchanged
St Germain D J Co Inc10$660.00%+10New
West Branch Capital LLC10$670.00%00.0%Unchanged
Nemes Rush Group LLC10$670.00%+10New
FinTrust Capital Advisors, LLC8$690.00%00.0%Unchanged
Trust Co of Vermont12$790.00%00.0%Unchanged
Sunbelt Securities, Inc.13$830.00%+1+8.3%Added
Moisand Fitzgerald Tamayo, LLC13$860.00%00.0%Unchanged
Impact Partnership Wealth, LLC13$860.00%+13New
Hollencrest Capital Management14$930.00%−71−83.5%Reduced
Carmel Capital Partners, LLC14$930.00%−39−73.6%Reduced
Insight Financial Services15$990.00%00.0%Unchanged
JJJ Advisors Inc.16$1070.00%00.0%Unchanged
Heritage Wealth Advisors17$1120.00%00.0%Unchanged
Perkins Coie Trust Co18$1180.00%00.0%Unchanged
Bell Investment Advisors, Inc18$1190.00%00.0%Unchanged
Jones Financial Companies LLLP20$1320.00%−34−63.0%Reduced
Bogart Wealth, LLC20$1320.00%−1−4.8%Reduced
Missouri Trust & Investment Co20$1320.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$1330.00%00.0%Unchanged
MB, Levis & Associates, LLC21$1390.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.21$1390.00%+21New
Creative Capital Management Investments LLC22$1450.00%00.0%Unchanged
Clearview Wealth Advisors LLC23$1520.00%−58−71.6%Reduced
CGC Financial Services, LLC23$1520.00%+23New
Investors Research Corp24$1590.00%−14−36.8%Reduced
SOA Wealth Advisors, LLC.25$1650.00%00.0%Unchanged
Barrett & Company, Inc.28$1850.00%00.0%Unchanged
Atticus Wealth Management, LLC30$1990.00%00.0%Unchanged
Luken Investment Analytics, LLC32$2120.00%00.0%Unchanged
Creative Financial Designs Inc32$2130.00%00.0%Unchanged
Halpern Financial, Inc.34$2250.00%00.0%Unchanged
Bangor Savings Bank35$2310.00%00.0%Unchanged
First Manhattan Co36$2370.00%00.0%Unchanged
Farther Finance Advisors, LLC37$2450.00%00.0%Unchanged
Caldwell Trust Co37$2450.00%00.0%Unchanged
Fiduciary Alliance LLC38$2510.00%+38New
Glen Eagle Advisors, LLC40$2650.00%00.0%Unchanged
Larson Financial Group LLC41$2710.00%−15−26.8%Reduced
Cherry Tree Wealth Management, LLC46$3050.00%+46New
Ancora Advisors, LLC50$3300.00%00.0%Unchanged
Zions Bancorporation, N.A.50$3310.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$3310.00%00.0%Unchanged
National Bank of Canada51$3360.00%00.0%Unchanged
Concord Wealth Partners51$3370.00%+20+64.5%Added
Huntington National Bank51$3380.00%−442−89.7%Reduced
ICA Group Wealth Management, LLC52$3440.00%−21−28.8%Reduced
Private Ocean, LLC56$3700.00%−28−33.3%Reduced
Anchor Investment Management, LLC56$3700.00%00.0%Unchanged
WR Wealth Planners, LLC59$3930.00%00.0%Unchanged
Centennial Bank60$3970.00%−50−45.5%Reduced
Oliver Lagore Vanvalin Investment Group62$4100.00%00.0%Unchanged
Key Financial Inc65$4300.00%00.0%Unchanged
Gradient Investments LLC69$4560.00%00.0%Unchanged
HM Payson & Co70$4630.00%00.0%Unchanged
Baldwin Brothers Inc70$4630.00%00.0%Unchanged
Brown Brothers Harriman & Co71$4690.00%00.0%Unchanged
Wolff Wiese Magana LLC72$4760.00%00.0%Unchanged
Citizens National Bank Trust Department72$4760.00%00.0%Unchanged
Baker Avenue Asset Management, LP72$4760.00%+31+75.6%Added
Pacifica Partners Inc.74$4980.00%00.0%Unchanged
Sound Income Strategies, LLC81$5350.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc82$5430.00%+82New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$5480.00%00.0%Unchanged
Beacon Capital Management, LLC84$5550.00%+20+31.3%Added
Glassman Wealth Services85$5620.00%−37−30.3%Reduced
Whittier Trust Co90$5940.00%−15−14.3%Reduced
Prestige Wealth Management Group LLC93$6250.00%−86−48.0%Reduced
Founders Capital Management98$6480.00%00.0%Unchanged
JNBA Financial Advisors112$7410.00%00.0%Unchanged
JFS Wealth Advisors, LLC118$7800.00%00.0%Unchanged
Kelly Financial Services LLC121$8000.00%00.0%Unchanged
Private Trust Co NA124$8200.00%−100−44.6%Reduced
McIlrath & Eck, LLC133$8790.00%00.0%Unchanged
Natixis148$9780.00%00.0%Unchanged
Simplex Trading, LLC201$1.00K0.00%−2,385−92.2%Reduced
Benjamin F. Edwards & Company, Inc.141$1.00K0.00%00.0%Unchanged