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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, Q1 2024

Institutional positions in Orion Properties Inc. as of Mar 31, 2024. 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
241
−10 vs. Q4 2023
Shares held
39.1M
−2.42M (−5.8%) vs. Q4 2023
Total value
$137.4M
−$100.1M (−42.1%) vs. Q4 2023
New holders
37
38 more added
Sold out
47
86 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 241 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 heldQ1 2024: $137.4M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2023.

Institutions holding ONL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.136$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC37$00.00%00.0%Unchanged
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
Bessemer Group Inc55$00.00%+55New
Caitlin John, LLC1$40.00%00.0%Unchanged
Fairman Group, LLC1$40.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$40.00%00.0%Unchanged
Sunbelt Securities, Inc.2$70.00%00.0%Unchanged
Crewe Advisors LLC2$80.00%+2New
Godsey & Gibb Associates3$110.00%+3New
Pinnacle Financial Partners Inc4$140.00%00.0%Unchanged
Colonial Trust Co5$180.00%00.0%Unchanged
Park Place Capital Corp5$180.00%00.0%Unchanged
Parallel Advisors, LLC6$210.00%−309−98.1%Reduced
Wiser Advisor Group LLC6$220.00%00.0%Unchanged
Jones Financial Companies LLLP7$230.00%+7New
Hilltop National Bank7$250.00%+7New
Proequities, Inc.8$280.00%00.0%Unchanged
FinTrust Capital Advisors, LLC9$320.00%00.0%Unchanged
Salomon & Ludwin, LLC10$350.00%−15−60.0%Reduced
St Germain D J Co Inc10$350.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$350.00%00.0%Unchanged
Caldwell Trust Co10$350.00%00.0%Unchanged
CIBC Private Wealth Group, LLC12$410.00%+12New
SRS Capital Advisors, Inc.13$460.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$460.00%00.0%Unchanged
Abich Financial Wealth Management LLC13$460.00%00.0%Unchanged
Insight Financial Services15$520.00%00.0%Unchanged
Bare Financial Services, Inc17$530.00%00.0%Unchanged
JJJ Advisors Inc.16$580.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$700.00%00.0%Unchanged
Wolff Wiese Magana LLC20$710.00%00.0%Unchanged
MB, Levis & Associates, LLC21$740.00%00.0%Unchanged
Creative Capital Management Investments LLC22$770.00%00.0%Unchanged
CGC Financial Services, LLC23$810.00%00.0%Unchanged
Investors Research Corp24$840.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$880.00%00.0%Unchanged
Old Point Trust & Financial Services N A25$880.00%+25New
Atticus Wealth Management, LLC26$920.00%−3−10.3%Reduced
Barrett & Company, Inc.28$980.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$980.00%00.0%Unchanged
WR Wealth Planners, LLC29$1020.00%+29New
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1050.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc30$1060.00%−52−63.4%Reduced
LGT Financial Advisors LLC31$1090.00%00.0%Unchanged
Luken Investment Analytics, LLC32$1120.00%00.0%Unchanged
Country Trust Bank32$1120.00%+26+433.3%Added
Armstrong Advisory Group, Inc20$1150.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1160.00%00.0%Unchanged
Transcendent Capital Group LLC34$1190.00%00.0%Unchanged
ICA Group Wealth Management, LLC34$1190.00%00.0%Unchanged
First Manhattan Co36$1260.00%00.0%Unchanged
Massmutual Trust Co FSB36$1260.00%+36New
Creative Financial Designs Inc38$1350.00%00.0%Unchanged
Boyd Watterson Asset Management LLC40$1400.00%+30+300.0%Added
IFP Advisors, Inc44$1590.00%−59−57.3%Reduced
Concord Wealth Partners46$1610.00%00.0%Unchanged
Versant Capital Management, Inc49$1720.00%00.0%Unchanged
Zions Bancorporation, N.A.50$1760.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1760.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.56$1970.00%−47−45.6%Reduced
Anchor Investment Management, LLC56$1970.00%00.0%Unchanged
Manchester Capital Management LLC56$1970.00%+14+33.3%Added
Pacifica Partners Inc.62$2060.00%−12−16.2%Reduced
Baldwin Brothers Inc60$2110.00%00.0%Unchanged
Continuum Advisory, LLC65$2220.00%+65New
AdvisorNet Financial, Inc64$2250.00%−60−48.4%Reduced
Key Financial Inc65$2280.00%00.0%Unchanged
Scarborough Advisors, LLC65$2290.00%00.0%Unchanged
CoreCap Advisors, LLC68$2370.00%+68New
Gradient Investments LLC68$2390.00%−1−1.4%Reduced
HM Payson & Co70$2460.00%00.0%Unchanged
Ancora Advisors, LLC71$2490.00%+21+42.0%Added
Citizens National Bank Trust Department72$2530.00%00.0%Unchanged
Sound Income Strategies, LLC73$2560.00%−10−12.0%Reduced
Principal Securities, Inc.75$2630.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$2740.00%00.0%Unchanged
National Bank of Canada77$2860.00%−17−18.1%Reduced
Central Pacific Bank - Trust Division86$2920.00%+86New
Assetmark, Inc86$3020.00%+86New
Indiana Trust & Investment Management CO87$3050.00%00.0%Unchanged
Beacon Capital Management, LLC89$3130.00%+25+39.1%Added
McIlrath & Eck, LLC92$3230.00%−14−13.2%Reduced
Fortis Group Advisors, LLC95$3330.00%−95−50.0%Reduced
Main Street Group, LTD110$3850.00%+100+1,000.0%Added
Farmers & Merchants Investments Inc115$4040.00%−39−25.3%Reduced
Kelly Financial Services LLC121$4250.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC123$4320.00%+13+11.8%Added
Private Trust Co NA124$4350.00%00.0%Unchanged
Huntington National Bank130$4560.00%+14+12.1%Added
Larson Financial Group LLC131$4600.00%+85+184.8%Added
Natixis148$5190.00%00.0%Unchanged
Pinnacle Bancorp, Inc.150$5270.00%−10−6.3%Reduced
First Horizon Advisors, Inc.160$5620.00%00.0%Unchanged
US Bancorp162$5690.00%−238−59.5%Reduced
Castleview Partners, LLC165$5780.00%+3+1.9%Added
Sugarloaf Wealth Management, LLC174$6090.00%−66−27.5%Reduced
Financial Perspectives, Inc201$7060.00%00.0%Unchanged
Tidemark, LLC204$7150.00%+18+9.7%Added
Caldwell Sutter Capital, Inc.239$8390.00%−282−54.1%Reduced