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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
Pitcairn Co10,771$38.7K0.00%+10,771New
Creative Planning10,527$37.8K0.00%+10,527New
SG Americas Securities, LLC10,189$37.0K0.00%−9,328−47.8%Reduced
Nissay Asset Management Corp10,128$36.4K0.00%+10,128New
Advisor Group Holdings, Inc.10,097$36.2K0.00%−1,918−16.0%Reduced
Virginia Wealth Management Group, Inc.10,000$35.9K0.03%+10,000New
Spire Wealth Management9,519$34.2K0.00%−550−5.5%Reduced
Tower Research Capital LLC (TRC)9,324$33.5K0.00%+6,956+293.8%Added
The PNC Financial Services Group, Inc.7,593$27.3K0.00%+7,335+2,843.0%Added
Ameritas Investment Partners, Inc.5,639$20.2K0.00%00.0%Unchanged
Royal Bank of Canada5,319$19.0K0.00%+543+11.4%Added
Legal & General Group Plc4,748$17.0K0.00%00.0%Unchanged
Comerica Bank4,635$16.6K0.00%+1,091+30.8%Added
SRS Capital Advisors, Inc.4,203$15.1K0.00%+4,190+32,230.8%Added
California State Teachers Retirement System4,068$14.6K0.00%−1,594−28.2%Reduced
Simplex Trading, LLC3,550$12.0K0.00%−17,534−83.2%Reduced
Amalgamated Bank1,910$7.00K0.00%00.0%Unchanged
Group One Trading, L.P.1,737$6.24K0.00%+1,737New
Cullen/Frost Bankers, Inc.1,640$5.89K0.00%+30+1.9%Added
Storebrand Asset Management AS1,524$5.47K0.00%−7,967−83.9%Reduced
EverSource Wealth Advisors, LLC1,217$4.93K0.00%+142+13.2%Added
North Star Investment Management Corp.1,020$3.66K0.00%00.0%Unchanged
LRI Investments, LLC683$2.45K0.00%00.0%Unchanged
Farther Finance Advisors, LLC658$2.28K0.00%+375+132.5%Added
Allworth Financial LP567$2.26K0.00%−75−11.7%Reduced
Northwestern Mutual Wealth Management Co617$2.22K0.00%+12+2.0%Added
Smartleaf Asset Management LLC619$2.17K0.00%+619New
Ronald Blue Trust, Inc.545$1.91K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.440$1.55K0.00%+440New
Geneos Wealth Management Inc.408$1.47K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc343$1.23K0.00%+18+5.5%Added
Westside Investment Management, Inc.330$1.19K0.00%00.0%Unchanged
GWM Advisors LLC328$1.18K0.00%−31−8.6%Reduced
Global Retirement Partners, LLC314$1.13K0.00%−256−44.9%Reduced
Coppell Advisory Solutions LLC310$1.11K0.00%+310New
Bullock Wealth Management Group310$1.08K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC389$1.00K0.00%+4+1.0%Added
NBC Securities, Inc.364$1.00K0.00%00.0%Unchanged
KBC Group NV176$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.266$9570.00%−1−0.4%Reduced
Caldwell Sutter Capital, Inc.239$8580.00%00.0%Unchanged
Mather Group, LLC.231$8100.00%+72+45.3%Added
Financial Perspectives, Inc201$7220.00%00.0%Unchanged
Tidemark, LLC181$6500.00%−23−11.3%Reduced
Sugarloaf Wealth Management, LLC179$6430.00%+5+2.9%Added
Castleview Partners, LLC170$6100.00%+5+3.0%Added
City State Bank157$5640.00%00.0%Unchanged
CIBC Private Wealth Group, LLC162$5610.00%+150+1,250.0%Added
US Bancorp154$5530.00%−8−4.9%Reduced
Ridgewood Investments LLC153$5490.00%+153New
Pinnacle Bancorp, Inc.150$5390.00%00.0%Unchanged
International Assets Investment Management, LLC133$4770.00%+133New
Steward Partners Investment Advisory, LLC124$4440.00%+1+0.8%Added
Kelly Financial Services LLC121$4340.00%00.0%Unchanged
Massmutual Trust Co FSB109$3910.00%+73+202.8%Added
Farmers & Merchants Investments Inc96$3450.00%−19−16.5%Reduced
Fortis Group Advisors, LLC95$3410.00%00.0%Unchanged
Beacon Capital Management, LLC89$3200.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$3120.00%00.0%Unchanged
Central Pacific Bank - Trust Division86$3090.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC84$3010.00%−1,900−95.8%Reduced
JFS Wealth Advisors, LLC78$2810.00%00.0%Unchanged
Principal Securities, Inc.75$2710.00%00.0%Unchanged
National Bank of Canada77$2660.00%00.0%Unchanged
AdvisorNet Financial, Inc74$2660.00%+10+15.6%Added
McIlrath & Eck, LLC73$2620.00%−19−20.7%Reduced
Asset Dedication, LLC72$2590.00%+72New
Ancora Advisors, LLC71$2550.00%00.0%Unchanged
HM Payson & Co70$2520.00%00.0%Unchanged
CoreCap Advisors, LLC69$2460.00%+1+1.5%Added
Gradient Investments LLC68$2440.00%00.0%Unchanged
Scarborough Advisors, LLC66$2360.00%+1+1.5%Added
Continuum Advisory, LLC65$2350.00%00.0%Unchanged
WFA of San Diego, LLC63$2270.00%+63New
Sound Income Strategies, LLC63$2260.00%−10−13.7%Reduced
Pacifica Partners Inc.62$2160.00%00.0%Unchanged
Private Trust Co NA60$2150.00%−64−51.6%Reduced
Baldwin Brothers Inc60$2150.00%00.0%Unchanged
Anchor Investment Management, LLC56$2010.00%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
Versant Capital Management, Inc49$1760.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1750.00%−23,633−99.8%Reduced
Concord Wealth Partners46$1650.00%00.0%Unchanged
Key Financial Inc45$1620.00%−20−30.8%Reduced
Newbridge Financial Services Group, Inc.42$1510.00%−14−25.0%Reduced
IFP Advisors, Inc40$1440.00%−4−9.1%Reduced
Rothschild Investment LLC40$1440.00%+40New
Creative Financial Designs Inc39$1400.00%+1+2.6%Added
Financial Network Wealth Advisors LLC36$1360.00%+36New
Transcendent Capital Group LLC34$1220.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1190.00%00.0%Unchanged
Country Trust Bank32$1150.00%00.0%Unchanged
Luken Investment Analytics, LLC32$1150.00%00.0%Unchanged
Larson Financial Group LLC32$1140.00%−99−75.6%Reduced
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
Barrett & Company, Inc.28$1010.00%00.0%Unchanged