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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, Q3 2023

Institutional positions in Orion Properties Inc. as of Sep 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
+2 vs. Q2 2023
Shares held
43.2M
−6.85M (−13.7%) vs. Q2 2023
Total value
$225.7M
−$105.9M (−31.9%) vs. Q2 2023
New holders
48
49 more added
Sold out
46
82 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 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 heldQ3 2023: $225.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q2 2023.

Institutions holding ONL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC81$00.00%−120−59.7%Reduced
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%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$50.00%00.0%Unchanged
Sunbelt Securities, Inc.2$110.00%−11−84.6%Reduced
Cornerstone Planning Group LLC2$110.00%−3−60.0%Reduced
ORG Partners LLC3$150.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$210.00%00.0%Unchanged
Johnson Midwest Financial, LLC4$220.00%00.0%Unchanged
Raffa Wealth Management, LLC5$260.00%00.0%Unchanged
Colonial Trust Co5$260.00%00.0%Unchanged
Park Place Capital Corp5$260.00%00.0%Unchanged
Country Trust Bank6$310.00%00.0%Unchanged
Carmel Capital Partners, LLC7$360.00%−7−50.0%Reduced
FinTrust Capital Advisors, LLC8$420.00%00.0%Unchanged
Proequities, Inc.8$420.00%00.0%Unchanged
St Germain D J Co Inc10$520.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$520.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$520.00%00.0%Unchanged
West Branch Capital LLC10$530.00%00.0%Unchanged
Nemes Rush Group LLC10$530.00%00.0%Unchanged
Trust Co of Vermont12$630.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$680.00%00.0%Unchanged
Impact Partnership Wealth, LLC13$680.00%00.0%Unchanged
Insight Financial Services15$780.00%00.0%Unchanged
JJJ Advisors Inc.16$850.00%00.0%Unchanged
Perkins Coie Trust Co18$930.00%00.0%Unchanged
Bell Investment Advisors, Inc18$940.00%00.0%Unchanged
Bogart Wealth, LLC20$1040.00%00.0%Unchanged
Missouri Trust & Investment Co20$1040.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1050.00%−52−72.2%Reduced
Armstrong Advisory Group, Inc20$1050.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.21$1090.00%00.0%Unchanged
MB, Levis & Associates, LLC21$1090.00%00.0%Unchanged
Creative Capital Management Investments LLC22$1150.00%00.0%Unchanged
CGC Financial Services, LLC23$1200.00%00.0%Unchanged
Investors Research Corp24$1250.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$1300.00%00.0%Unchanged
Salomon & Ludwin, LLC25$1300.00%+25New
Parkside Financial Bank & Trust25$1310.00%−686−96.5%Reduced
Barrett & Company, Inc.28$1460.00%00.0%Unchanged
Atticus Wealth Management, LLC29$1520.00%−1−3.3%Reduced
LGT Financial Advisors LLC31$1620.00%+31New
Luken Investment Analytics, LLC32$1670.00%00.0%Unchanged
Creative Financial Designs Inc33$1690.00%+1+3.1%Added
Halpern Financial, Inc.34$1770.00%00.0%Unchanged
Bangor Savings Bank35$1820.00%00.0%Unchanged
First Manhattan Co36$1870.00%00.0%Unchanged
Fifth Third Bancorp36$1880.00%−503−93.3%Reduced
Caldwell Trust Co37$1930.00%00.0%Unchanged
Glen Eagle Advisors, LLC40$2080.00%00.0%Unchanged
Larson Financial Group LLC41$2140.00%00.0%Unchanged
Provence Wealth Management Group41$2140.00%+41New
Manchester Capital Management LLC42$2190.00%+42New
Flaharty Asset Management, LLC43$2240.00%+43New
Cherry Tree Wealth Management, LLC46$2400.00%00.0%Unchanged
Farther Finance Advisors, LLC46$2400.00%+9+24.3%Added
Headinvest, LLC50$2440.00%+50New
National Bank of Canada51$2470.00%00.0%Unchanged
Whittier Trust Co50$2600.00%−40−44.4%Reduced
Ancora Advisors, LLC50$2600.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group50$2610.00%−12−19.4%Reduced
Huntington National Bank50$2610.00%−1−2.0%Reduced
Zions Bancorporation, N.A.50$2610.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$2610.00%00.0%Unchanged
Concord Wealth Partners51$2660.00%00.0%Unchanged
Russell Investments Group, Ltd.53$2760.00%−584−91.7%Reduced
Private Ocean, LLC56$2920.00%00.0%Unchanged
Anchor Investment Management, LLC56$2920.00%00.0%Unchanged
WR Wealth Planners, LLC60$3120.00%+1+1.7%Added
Glassman Wealth Services63$3260.00%−22−25.9%Reduced
Key Financial Inc65$3390.00%00.0%Unchanged
Pacifica Partners Inc.74$3530.00%00.0%Unchanged
Gradient Investments LLC69$3590.00%00.0%Unchanged
HM Payson & Co70$3650.00%00.0%Unchanged
Baldwin Brothers Inc70$3650.00%00.0%Unchanged
Citizens National Bank Trust Department72$3750.00%00.0%Unchanged
WFA of San Diego, LLC72$3760.00%+63+700.0%Added
Sound Income Strategies, LLC80$4170.00%−1−1.2%Reduced
Glass Jacobson Investment Advisors llc82$4280.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$4320.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$4530.00%+87New
Fortis Group Advisors, LLC95$4950.00%+95New
AdvisorNet Financial, Inc99$5160.00%−1,077−91.6%Reduced
IFP Advisors, Inc102$5310.00%−1−1.0%Reduced
McIlrath & Eck, LLC106$5520.00%−27−20.3%Reduced
Beacon Capital Management, LLC84$5550.00%00.0%Unchanged
JFS Wealth Advisors, LLC118$6150.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC120$6250.00%−35−22.6%Reduced
Kelly Financial Services LLC121$6300.00%00.0%Unchanged
Private Trust Co NA124$6460.00%00.0%Unchanged
Natixis148$7710.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.151$7870.00%−21−12.2%Reduced
Lindbrook Capital, LLC152$7920.00%−2,459−94.2%Reduced
SRS Capital Advisors, Inc.155$8080.00%00.0%Unchanged
Pinnacle Bancorp, Inc.160$8340.00%00.0%Unchanged
First Horizon Advisors, Inc.160$8340.00%+160New
Union Investments & Development Ltd.185$9640.00%00.0%Unchanged