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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
Barrett & Company, Inc.28$980.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$980.00%00.0%Unchanged
Atticus Wealth Management, LLC26$920.00%−3−10.3%Reduced
SOA Wealth Advisors, LLC.25$880.00%00.0%Unchanged
Old Point Trust & Financial Services N A25$880.00%+25New
Investors Research Corp24$840.00%00.0%Unchanged
CGC Financial Services, LLC23$810.00%00.0%Unchanged
Creative Capital Management Investments LLC22$770.00%00.0%Unchanged
MB, Levis & Associates, LLC21$740.00%00.0%Unchanged
Wolff Wiese Magana LLC20$710.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$700.00%00.0%Unchanged
JJJ Advisors Inc.16$580.00%00.0%Unchanged
Bare Financial Services, Inc17$530.00%00.0%Unchanged
Insight Financial Services15$520.00%00.0%Unchanged
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
CIBC Private Wealth Group, LLC12$410.00%+12New
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
FinTrust Capital Advisors, LLC9$320.00%00.0%Unchanged
Proequities, Inc.8$280.00%00.0%Unchanged
Hilltop National Bank7$250.00%+7New
Jones Financial Companies LLLP7$230.00%+7New
Wiser Advisor Group LLC6$220.00%00.0%Unchanged
Parallel Advisors, LLC6$210.00%−309−98.1%Reduced
Colonial Trust Co5$180.00%00.0%Unchanged
Park Place Capital Corp5$180.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$140.00%00.0%Unchanged
Godsey & Gibb Associates3$110.00%+3New
Crewe Advisors LLC2$80.00%+2New
Sunbelt Securities, Inc.2$70.00%00.0%Unchanged
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
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
ExodusPoint Capital Management, LP0$00.00%−270,259−100.0%Sold out
Sasco Capital Inc0$00.00%−109,784−100.0%Sold out
Two Sigma Investments, LP0$00.00%−85,652−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−74,308−100.0%Sold out
HRT Financial LP0$00.00%−64,585−100.0%Sold out
Squarepoint Ops LLC0$00.00%−32,737−100.0%Sold out
Jump Financial, LLC0$00.00%−29,215−100.0%Sold out
CenterBook Partners LP0$00.00%−28,746−100.0%Sold out
Engineers Gate Manager LP0$00.00%−27,917−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−25,828−100.0%Sold out
Vident Advisory, LLC0$00.00%−19,110−100.0%Sold out
Cetera Advisors LLC0$00.00%−15,875−100.0%Sold out
Versor Investments LP0$00.00%−15,700−100.0%Sold out
Captrust Financial Advisors0$00.00%−12,964−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−11,435−100.0%Sold out
Point72 Middle East FZE0$00.00%−11,431−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−10,584−100.0%Sold out
Rpo LLC0$00.00%−10,559−100.0%Sold out
GAMMA Investing LLC0$00.00%−6,207−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−1,746−100.0%Sold out
Van Eck Associates Corp0$00.00%−999−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,100−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,024−100.0%Sold out
Signaturefd, LLC0$00.00%−539−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−456−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−263−100.0%Sold out
Union Investments & Development Ltd.0$00.00%−185−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−164−100.0%Sold out
LM Advisors LLC0$00.00%−97−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−89−100.0%Sold out
Advisory Services Network, LLC0$00.00%−86−100.0%Sold out
Whittier Trust Co0$00.00%−50−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−50−100.0%Sold out
Glassman Wealth Services0$00.00%−49−100.0%Sold out
American National Bank0$00.00%−42−100.0%Sold out
Bangor Savings Bank0$00.00%−35−100.0%Sold out
Halpern Financial, Inc.0$00.00%−34−100.0%Sold out
Private Ocean, LLC0$00.00%−28−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−25−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−21−100.0%Sold out
Bogart Wealth, LLC0$00.00%−20−100.0%Sold out
Trust Co of Vermont0$00.00%−12−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−7−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−5−100.0%Sold out
Northwest Financial Advisors0$00.00%−4−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−1−100.0%Sold out
Asset Dedication, LLC0$00.00%−30−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed
Provence Wealth Management Group––––Not filed
Baystate Wealth Management LLC––––Not filed
Hobbs Group Advisors, LLC––––Not filed