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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, Q2 2024

Institutional positions in Orion Properties Inc. as of Jun 30, 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
244
+4 vs. Q1 2024
Shares held
34.6M
−4.49M (−11.5%) vs. Q1 2024
Total value
$124.1M
−$13.3M (−9.7%) vs. Q1 2024
New holders
40
68 more added
Sold out
36
54 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 244 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 heldQ2 2024: $124.1M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q1 2024.

Institutions holding ONL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc55$00.00%00.0%Unchanged
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.136$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC71$00.00%+34+91.9%Added
Caitlin John, LLC1$40.00%00.0%Unchanged
Fairman Group, LLC1$40.00%00.0%Unchanged
McMahon Financial Advisors, LLC1$40.00%+1New
Flputnam Investment Management Co2$70.00%+2New
Sunbelt Securities, Inc.2$80.00%00.0%Unchanged
ORG Partners LLC3$100.00%+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
Hobbs Group Advisors, LLC5$180.00%+5New
Parallel Advisors, LLC6$220.00%00.0%Unchanged
Wiser Advisor Group LLC7$230.00%+1+16.7%Added
Camelot Portfolios, LLC7$230.00%+7New
Jones Financial Companies LLLP7$240.00%00.0%Unchanged
Hilltop National Bank7$250.00%00.0%Unchanged
Proequities, Inc.8$290.00%00.0%Unchanged
FinTrust Capital Advisors, LLC9$330.00%00.0%Unchanged
Main Street Group, LTD10$350.00%−100−90.9%Reduced
Boyd Watterson Asset Management LLC10$360.00%−30−75.0%Reduced
St Germain D J Co Inc10$360.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$360.00%00.0%Unchanged
Salomon & Ludwin, LLC10$360.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC10$360.00%+10New
Moisand Fitzgerald Tamayo, LLC13$470.00%00.0%Unchanged
Abich Financial Wealth Management LLC13$470.00%00.0%Unchanged
Fairscale Capital, LLC12$500.00%+12New
Insight Financial Services15$530.00%00.0%Unchanged
JJJ Advisors Inc.16$590.00%00.0%Unchanged
Bare Financial Services, Inc17$690.00%00.0%Unchanged
Wolff Wiese Magana LLC20$720.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$720.00%00.0%Unchanged
MB, Levis & Associates, LLC21$750.00%00.0%Unchanged
First Command Advisory Services, Inc.21$750.00%+21New
Triad Wealth Partners, LLC21$750.00%+21New
Creative Capital Management Investments LLC22$790.00%00.0%Unchanged
CGC Financial Services, LLC23$830.00%00.0%Unchanged
Investors Research Corp24$860.00%00.0%Unchanged
Atticus Wealth Management, LLC26$940.00%00.0%Unchanged
Barrett & Company, Inc.28$1010.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1010.00%00.0%Unchanged
Private Ocean, LLC28$1010.00%+28New
Huntington National Bank30$1080.00%−100−76.9%Reduced
Glass Jacobson Investment Advisors llc30$1080.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1080.00%00.0%Unchanged
Larson Financial Group LLC32$1140.00%−99−75.6%Reduced
Country Trust Bank32$1150.00%00.0%Unchanged
Luken Investment Analytics, LLC32$1150.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1190.00%00.0%Unchanged
Transcendent Capital Group LLC34$1220.00%00.0%Unchanged
Financial Network Wealth Advisors LLC36$1360.00%+36New
Creative Financial Designs Inc39$1400.00%+1+2.6%Added
IFP Advisors, Inc40$1440.00%−4−9.1%Reduced
Rothschild Investment LLC40$1440.00%+40New
Newbridge Financial Services Group, Inc.42$1510.00%−14−25.0%Reduced
Key Financial Inc45$1620.00%−20−30.8%Reduced
Concord Wealth Partners46$1650.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1750.00%−23,633−99.8%Reduced
Versant Capital Management, Inc49$1760.00%00.0%Unchanged
Citizens National Bank Trust Department50$1800.00%−22−30.6%Reduced
Zions Bancorporation, N.A.50$1800.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1800.00%00.0%Unchanged
Anchor Investment Management, LLC56$2010.00%00.0%Unchanged
Private Trust Co NA60$2150.00%−64−51.6%Reduced
Baldwin Brothers Inc60$2150.00%00.0%Unchanged
Pacifica Partners Inc.62$2160.00%00.0%Unchanged
Sound Income Strategies, LLC63$2260.00%−10−13.7%Reduced
WFA of San Diego, LLC63$2270.00%+63New
Continuum Advisory, LLC65$2350.00%00.0%Unchanged
Scarborough Advisors, LLC66$2360.00%+1+1.5%Added
Gradient Investments LLC68$2440.00%00.0%Unchanged
CoreCap Advisors, LLC69$2460.00%+1+1.5%Added
HM Payson & Co70$2520.00%00.0%Unchanged
Ancora Advisors, LLC71$2550.00%00.0%Unchanged
Asset Dedication, LLC72$2590.00%+72New
McIlrath & Eck, LLC73$2620.00%−19−20.7%Reduced
National Bank of Canada77$2660.00%00.0%Unchanged
AdvisorNet Financial, Inc74$2660.00%+10+15.6%Added
Principal Securities, Inc.75$2710.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$2810.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC84$3010.00%−1,900−95.8%Reduced
Central Pacific Bank - Trust Division86$3090.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$3120.00%00.0%Unchanged
Beacon Capital Management, LLC89$3200.00%00.0%Unchanged
Fortis Group Advisors, LLC95$3410.00%00.0%Unchanged
Farmers & Merchants Investments Inc96$3450.00%−19−16.5%Reduced
Massmutual Trust Co FSB109$3910.00%+73+202.8%Added
Kelly Financial Services LLC121$4340.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC124$4440.00%+1+0.8%Added
International Assets Investment Management, LLC133$4770.00%+133New
Pinnacle Bancorp, Inc.150$5390.00%00.0%Unchanged
Ridgewood Investments LLC153$5490.00%+153New
US Bancorp154$5530.00%−8−4.9%Reduced
CIBC Private Wealth Group, LLC162$5610.00%+150+1,250.0%Added
City State Bank157$5640.00%00.0%Unchanged
Castleview Partners, LLC170$6100.00%+5+3.0%Added
Sugarloaf Wealth Management, LLC179$6430.00%+5+2.9%Added