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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
Concord Wealth Partners51$3370.00%+20+64.5%Added
National Bank of Canada51$3360.00%00.0%Unchanged
Zions Bancorporation, N.A.50$3310.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$3310.00%00.0%Unchanged
Ancora Advisors, LLC50$3300.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC46$3050.00%+46New
Larson Financial Group LLC41$2710.00%−15−26.8%Reduced
Glen Eagle Advisors, LLC40$2650.00%00.0%Unchanged
Fiduciary Alliance LLC38$2510.00%+38New
Farther Finance Advisors, LLC37$2450.00%00.0%Unchanged
Caldwell Trust Co37$2450.00%00.0%Unchanged
First Manhattan Co36$2370.00%00.0%Unchanged
Bangor Savings Bank35$2310.00%00.0%Unchanged
Halpern Financial, Inc.34$2250.00%00.0%Unchanged
Creative Financial Designs Inc32$2130.00%00.0%Unchanged
Luken Investment Analytics, LLC32$2120.00%00.0%Unchanged
Atticus Wealth Management, LLC30$1990.00%00.0%Unchanged
Barrett & Company, Inc.28$1850.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$1650.00%00.0%Unchanged
Investors Research Corp24$1590.00%−14−36.8%Reduced
Clearview Wealth Advisors LLC23$1520.00%−58−71.6%Reduced
CGC Financial Services, LLC23$1520.00%+23New
Creative Capital Management Investments LLC22$1450.00%00.0%Unchanged
MB, Levis & Associates, LLC21$1390.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.21$1390.00%+21New
Armstrong Advisory Group, Inc20$1330.00%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
Bell Investment Advisors, Inc18$1190.00%00.0%Unchanged
Perkins Coie Trust Co18$1180.00%00.0%Unchanged
Heritage Wealth Advisors17$1120.00%00.0%Unchanged
JJJ Advisors Inc.16$1070.00%00.0%Unchanged
Insight Financial Services15$990.00%00.0%Unchanged
Hollencrest Capital Management14$930.00%−71−83.5%Reduced
Carmel Capital Partners, LLC14$930.00%−39−73.6%Reduced
Moisand Fitzgerald Tamayo, LLC13$860.00%00.0%Unchanged
Impact Partnership Wealth, LLC13$860.00%+13New
Sunbelt Securities, Inc.13$830.00%+1+8.3%Added
Trust Co of Vermont12$790.00%00.0%Unchanged
FinTrust Capital Advisors, LLC8$690.00%00.0%Unchanged
West Branch Capital LLC10$670.00%00.0%Unchanged
Nemes Rush Group LLC10$670.00%+10New
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
Kistler-Tiffany Companies, LLC9$600.00%00.0%Unchanged
WFA of San Diego, LLC9$600.00%+9New
Proequities, Inc.8$530.00%00.0%Unchanged
Toth Financial Advisory Corp7$470.00%00.0%Unchanged
Horan Securities, Inc.7$460.00%00.0%Unchanged
Country Trust Bank6$400.00%00.0%Unchanged
Stonebridge Capital Advisors LLC6$400.00%00.0%Unchanged
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
WealthPlan Investment Management, LLC5$300.00%−9−64.3%Reduced
Johnson Midwest Financial, LLC4$270.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$260.00%00.0%Unchanged
ORG Partners LLC3$210.00%+3New
Lumature Wealth Partners, LLC1$70.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$70.00%00.0%Unchanged
Live Oak Investment Partners–$60.00%––
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
IFP Advisors, Inc103––−50−32.7%Reduced
Jane Street Group, LLC0$00.00%−220,130−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−213,644−100.0%Sold out
APG Asset Management N.V.0$00.00%−224,600−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−126,090−100.0%Sold out
Jump Financial, LLC0$00.00%−120,400−100.0%Sold out
Centiva Capital, LP0$00.00%−76,398−100.0%Sold out
Ergoteles LLC0$00.00%−74,336−100.0%Sold out
Mackenzie Financial Corp0$00.00%−41,116−100.0%Sold out
Versor Investments LP0$00.00%−36,900−100.0%Sold out
Vestcor Inc0$00.00%−35,475−100.0%Sold out
SG Americas Securities, LLC0$00.00%−27,114−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−26,039−100.0%Sold out
HRT Financial LP0$00.00%−22,327−100.0%Sold out
World Equity Group, Inc.0$00.00%−11,063−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−19,553−100.0%Sold out
Walleye Capital LLC0$00.00%−19,376−100.0%Sold out
First Foundation Advisors0$00.00%−16,139−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,918−100.0%Sold out
Guggenheim Capital LLC0$00.00%−11,948−100.0%Sold out
Raymond James & Associates0$00.00%−10,739−100.0%Sold out
Point72 Middle East FZE0$00.00%−10,731−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−10,138−100.0%Sold out
Federated Hermes, Inc.0$00.00%−7,202−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,078−100.0%Sold out
Quarry LP0$00.00%−1,395−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−1,100−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−841−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−511−100.0%Sold out
Kalos Management, Inc.0$00.00%−511−100.0%Sold out
Advisory Services Network, LLC0$00.00%−240−100.0%Sold out
Syverson Strege & Co0$00.00%−198−100.0%Sold out