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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, Q4 2023

Institutional positions in Orion Properties Inc. as of Dec 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
255
−12 vs. Q3 2023
Shares held
41.5M
−1.72M (−4.0%) vs. Q3 2023
Total value
$237.5M
+$11.9M (+5.3%) vs. Q3 2023
New holders
35
63 more added
Sold out
47
75 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 255 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 heldQ4 2023: $237.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2023.

Institutions holding ONL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
Asset Dedication, LLC30$00.00%00.0%Unchanged
Raffa Wealth Management, LLC1$60.00%−4−80.0%Reduced
Federation des caisses Desjardins du Quebec1$60.00%00.0%Unchanged
Caitlin John, LLC1$60.00%+1New
Fairman Group, LLC1$60.00%+1New
Sunbelt Securities, Inc.2$120.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$230.00%00.0%Unchanged
Northwest Financial Advisors4$250.00%+4New
Colonial Trust Co5$290.00%00.0%Unchanged
Park Place Capital Corp5$290.00%00.0%Unchanged
Hobbs Group Advisors, LLC5$290.00%+5New
Tennessee Valley Asset Management Partners5$310.00%+5New
Country Trust Bank6$340.00%00.0%Unchanged
Wiser Advisor Group LLC6$360.00%+6New
Rockbridge Investment Management, LCC7$410.00%+7New
Proequities, Inc.8$460.00%00.0%Unchanged
FinTrust Capital Advisors, LLC9$520.00%+1+12.5%Added
Caldwell Trust Co10$570.00%−27−73.0%Reduced
St Germain D J Co Inc10$570.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$570.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$570.00%00.0%Unchanged
Main Street Group, LTD10$570.00%+10New
Trust Co of Vermont12$690.00%00.0%Unchanged
Abich Financial Wealth Management LLC13$740.00%+13New
SRS Capital Advisors, Inc.13$750.00%−142−91.6%Reduced
Moisand Fitzgerald Tamayo, LLC13$750.00%00.0%Unchanged
Insight Financial Services15$850.00%00.0%Unchanged
JJJ Advisors Inc.16$930.00%00.0%Unchanged
Baystate Wealth Management LLC17$970.00%+17New
Bare Financial Services, Inc17$970.00%+17New
Glen Eagle Advisors, LLC20$1140.00%−20−50.0%Reduced
Bogart Wealth, LLC20$1140.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1150.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$1150.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.21$1200.00%00.0%Unchanged
MB, Levis & Associates, LLC21$1200.00%00.0%Unchanged
Creative Capital Management Investments LLC22$1260.00%00.0%Unchanged
Salomon & Ludwin, LLC25$1300.00%00.0%Unchanged
CGC Financial Services, LLC23$1320.00%00.0%Unchanged
Investors Research Corp24$1370.00%00.0%Unchanged
Parkside Financial Bank & Trust25$1430.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$1430.00%00.0%Unchanged
Private Ocean, LLC28$1600.00%−28−50.0%Reduced
Barrett & Company, Inc.28$1600.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1600.00%+28New
Atticus Wealth Management, LLC29$1660.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1720.00%+30New
LGT Financial Advisors LLC31$1770.00%00.0%Unchanged
Luken Investment Analytics, LLC32$1830.00%00.0%Unchanged
Halpern Financial, Inc.34$1880.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1890.00%−13−28.3%Reduced
ICA Group Wealth Management, LLC34$1920.00%+34New
Transcendent Capital Group LLC34$1940.00%+34New
Bangor Savings Bank35$2000.00%00.0%Unchanged
First Manhattan Co36$2050.00%00.0%Unchanged
Strengthening Families & Communities, LLC37$2100.00%+1+2.8%Added
Creative Financial Designs Inc38$2170.00%+5+15.2%Added
Provence Wealth Management Group41$2340.00%00.0%Unchanged
American National Bank42$2400.00%+42New
Manchester Capital Management LLC42$2410.00%00.0%Unchanged
Concord Wealth Partners46$2630.00%−5−9.8%Reduced
Larson Financial Group LLC46$2650.00%+5+12.2%Added
Glassman Wealth Services49$2790.00%−14−22.2%Reduced
Versant Capital Management, Inc49$2800.00%−153−75.7%Reduced
Zions Bancorporation, N.A.50$2860.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$2860.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group50$2860.00%00.0%Unchanged
Whittier Trust Co50$2860.00%00.0%Unchanged
Ancora Advisors, LLC50$2860.00%00.0%Unchanged
Anchor Investment Management, LLC56$3200.00%00.0%Unchanged
Beacon Capital Management, LLC64$3340.00%−20−23.8%Reduced
Baldwin Brothers Inc60$3430.00%−10−14.3%Reduced
Key Financial Inc65$3720.00%00.0%Unchanged
Scarborough Advisors, LLC65$3720.00%+65New
Gradient Investments LLC69$3950.00%00.0%Unchanged
HM Payson & Co70$4010.00%00.0%Unchanged
Citizens National Bank Trust Department72$4120.00%00.0%Unchanged
Pacifica Partners Inc.74$4120.00%00.0%Unchanged
Principal Securities, Inc.75$4280.00%+75New
JFS Wealth Advisors, LLC78$4470.00%−40−33.9%Reduced
Glass Jacobson Investment Advisors llc82$4700.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$4740.00%00.0%Unchanged
Sound Income Strategies, LLC83$4750.00%+3+3.8%Added
Advisory Services Network, LLC86$4920.00%+86New
Indiana Trust & Investment Management CO87$4980.00%00.0%Unchanged
Private Wealth Management Group, LLC89$5100.00%+89New
EverSource Wealth Advisors, LLC92$5260.00%−439−82.7%Reduced
National Bank of Canada94$5420.00%+43+84.3%Added
LM Advisors LLC97$5550.00%+97New
Newbridge Financial Services Group, Inc.103$5890.00%−48−31.8%Reduced
IFP Advisors, Inc103$5920.00%+1+1.0%Added
McIlrath & Eck, LLC106$6060.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC110$6300.00%−10−8.3%Reduced
Huntington National Bank116$6640.00%+66+132.0%Added
Kelly Financial Services LLC121$6920.00%00.0%Unchanged
Private Trust Co NA124$7090.00%00.0%Unchanged
AdvisorNet Financial, Inc124$7090.00%+25+25.3%Added
Natixis148$8470.00%00.0%Unchanged
Farmers & Merchants Investments Inc154$8810.00%−60−28.0%Reduced