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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 10,584 | $60.5K | 0.00% | +10,584 | New |
| Rpo LLC | 10,559 | $60.4K | 0.10% | +10,559 | New |
| Storebrand Asset Management AS | 9,491 | $54.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,412 | $53.8K | 0.00% | −50,790−84.4% | Reduced |
| Spire Wealth Management | 10,069 | $51.9K | 0.00% | −226−2.2% | Reduced |
| Legal & General Group Plc | 7,368 | $42.1K | 0.00% | −22,703−75.5% | Reduced |
| Simplex Trading, LLC | 7,471 | $42.0K | 0.00% | +7,390+9,123.5% | Added |
| Public Employees Retirement Association of Colorado | 6,531 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,639 | $32.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,207 | $31.9K | 0.01% | +6,207 | New |
| CWM, LLC | 5,131 | $29.0K | 0.00% | +423+9.0% | Added |
| Metropolitan Life Insurance Co | 4,999 | $28.6K | 0.00% | −34−0.7% | Reduced |
| Amalgamated Bank | 4,970 | $28.0K | 0.00% | −568−10.3% | Reduced |
| Comerica Bank | 3,836 | $21.9K | 0.00% | −52−1.3% | Reduced |
| Russell Investments Group, Ltd. | 3,530 | $20.2K | 0.00% | +3,477+6,560.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,800 | $10.3K | 0.00% | +1,800 | New |
| Point72 Europe (London) LLP | 1,746 | $9.99K | 0.00% | +1,746 | New |
| Cullen/Frost Bankers, Inc. | 1,593 | $9.11K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,100 | $6.00K | 0.00% | −17,423−94.1% | Reduced |
| Van Eck Associates Corp | 999 | $6.00K | 0.00% | +334+50.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,024 | $5.86K | 0.00% | −69−6.3% | Reduced |
| North Star Investment Management Corp. | 1,020 | $5.83K | 0.00% | −120−10.5% | Reduced |
| Farther Finance Advisors, LLC | 905 | $5.18K | 0.00% | +859+1,867.4% | Added |
| Northwestern Mutual Wealth Management Co | 669 | $3.83K | 0.00% | +136+25.5% | Added |
| Allworth Financial LP | 613 | $3.51K | 0.00% | −72−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 608 | $3.48K | 0.00% | −1,191−66.2% | Reduced |
| Signaturefd, LLC | 539 | $3.08K | 0.00% | −1,555−74.3% | Reduced |
| Ronald Blue Trust, Inc. | 568 | $3.00K | 0.00% | +23+4.2% | Added |
| Caldwell Sutter Capital, Inc. | 521 | $2.98K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 552 | $2.87K | 0.00% | −191−25.7% | Reduced |
| Coppell Advisory Solutions LLC | 465 | $2.66K | 0.00% | −1,225−72.5% | Reduced |
| Duncker Streett & Co Inc | 456 | $2.61K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 454 | $2.60K | 0.00% | −77−14.5% | Reduced |
| Geneos Wealth Management Inc. | 408 | $2.33K | 0.00% | −49−10.7% | Reduced |
| US Bancorp | 400 | $2.29K | 0.00% | −1,830−82.1% | Reduced |
| GWM Advisors LLC | 389 | $2.22K | 0.00% | +198+103.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 383 | $2.00K | 0.00% | −30−7.3% | Reduced |
| NBC Securities, Inc. | 428 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 330 | $1.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 325 | $1.86K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 315 | $1.80K | 0.00% | −146−31.7% | Reduced |
| Harbour Investments, Inc. | 269 | $1.54K | 0.00% | −29−9.7% | Reduced |
| Focused Wealth Management, Inc | 263 | $1.51K | 0.00% | −109−29.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 240 | $1.38K | 0.00% | +46+23.7% | Added |
| Financial Perspectives, Inc | 201 | $1.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 190 | $1.09K | 0.00% | +95+100.0% | Added |
| Tidemark, LLC | 186 | $1.06K | 0.00% | +186 | New |
| Union Investments & Development Ltd. | 185 | $1.06K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 176 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 136 | $1.00K | 0.00% | −5−3.5% | Reduced |
| City State Bank | 157 | $1.00K | 0.00% | −10−6.0% | Reduced |
| Lindbrook Capital, LLC | 164 | $938 | 0.00% | +12+7.9% | Added |
| Castleview Partners, LLC | 162 | $925 | 0.00% | +162 | New |
| First Horizon Advisors, Inc. | 160 | $915 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $915 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 154 | $881 | 0.00% | −60−28.0% | Reduced |
| Natixis | 148 | $847 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 124 | $709 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 124 | $709 | 0.00% | +25+25.3% | Added |
| Kelly Financial Services LLC | 121 | $692 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $664 | 0.00% | +66+132.0% | Added |
| Steward Partners Investment Advisory, LLC | 110 | $630 | 0.00% | −10−8.3% | Reduced |
| McIlrath & Eck, LLC | 106 | $606 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $592 | 0.00% | +1+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 103 | $589 | 0.00% | −48−31.8% | Reduced |
| LM Advisors LLC | 97 | $555 | 0.00% | +97 | New |
| National Bank of Canada | 94 | $542 | 0.00% | +43+84.3% | Added |
| EverSource Wealth Advisors, LLC | 92 | $526 | 0.00% | −439−82.7% | Reduced |
| Private Wealth Management Group, LLC | 89 | $510 | 0.00% | +89 | New |
| Indiana Trust & Investment Management CO | 87 | $498 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 86 | $492 | 0.00% | +86 | New |
| Sound Income Strategies, LLC | 83 | $475 | 0.00% | +3+3.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $474 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 82 | $470 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $447 | 0.00% | −40−33.9% | Reduced |
| Principal Securities, Inc. | 75 | $428 | 0.00% | +75 | New |
| Citizens National Bank Trust Department | 72 | $412 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 74 | $412 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 70 | $401 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 69 | $395 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $372 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 65 | $372 | 0.00% | +65 | New |
| Baldwin Brothers Inc | 60 | $343 | 0.00% | −10−14.3% | Reduced |
| Beacon Capital Management, LLC | 64 | $334 | 0.00% | −20−23.8% | Reduced |
| Anchor Investment Management, LLC | 56 | $320 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50 | $286 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $286 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $286 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $286 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $286 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $280 | 0.00% | −153−75.7% | Reduced |
| Glassman Wealth Services | 49 | $279 | 0.00% | −14−22.2% | Reduced |
| Larson Financial Group LLC | 46 | $265 | 0.00% | +5+12.2% | Added |
| Concord Wealth Partners | 46 | $263 | 0.00% | −5−9.8% | Reduced |
| Manchester Capital Management LLC | 42 | $241 | 0.00% | 00.0% | Unchanged |
| American National Bank | 42 | $240 | 0.00% | +42 | New |
| Provence Wealth Management Group | 41 | $234 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $217 | 0.00% | +5+15.2% | Added |
| Strengthening Families & Communities, LLC | 37 | $210 | 0.00% | +1+2.8% | Added |
| First Manhattan Co | 36 | $205 | 0.00% | 00.0% | Unchanged |