Skip to main content

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
Pacific Capital Wealth Advisors, Inc28$1010.00%00.0%Unchanged
Private Ocean, LLC28$1010.00%+28New
Atticus Wealth Management, LLC26$940.00%00.0%Unchanged
Investors Research Corp24$860.00%00.0%Unchanged
CGC Financial Services, LLC23$830.00%00.0%Unchanged
Creative Capital Management Investments LLC22$790.00%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
Wolff Wiese Magana LLC20$720.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$720.00%00.0%Unchanged
Bare Financial Services, Inc17$690.00%00.0%Unchanged
JJJ Advisors Inc.16$590.00%00.0%Unchanged
Insight Financial Services15$530.00%00.0%Unchanged
Fairscale Capital, LLC12$500.00%+12New
Moisand Fitzgerald Tamayo, LLC13$470.00%00.0%Unchanged
Abich Financial Wealth Management LLC13$470.00%00.0%Unchanged
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
Main Street Group, LTD10$350.00%−100−90.9%Reduced
FinTrust Capital Advisors, LLC9$330.00%00.0%Unchanged
Proequities, Inc.8$290.00%00.0%Unchanged
Hilltop National Bank7$250.00%00.0%Unchanged
Jones Financial Companies LLLP7$240.00%00.0%Unchanged
Wiser Advisor Group LLC7$230.00%+1+16.7%Added
Camelot Portfolios, LLC7$230.00%+7New
Parallel Advisors, LLC6$220.00%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
Pinnacle Financial Partners Inc4$140.00%00.0%Unchanged
ORG Partners LLC3$100.00%+3New
Sunbelt Securities, Inc.2$80.00%00.0%Unchanged
Flputnam Investment Management Co2$70.00%+2New
Caitlin John, LLC1$40.00%00.0%Unchanged
Fairman Group, LLC1$40.00%00.0%Unchanged
McMahon Financial Advisors, LLC1$40.00%+1New
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
Madison Avenue Partners, LP0$00.00%−2,618,529−100.0%Sold out
Solas Capital Management, LLC0$00.00%−815,312−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−44,080−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−41,649−100.0%Sold out
HSBC Holdings PLC0$00.00%−31,714−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−28,965−100.0%Sold out
American International Group, Inc.0$00.00%−27,755−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−19,773−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−19,773−100.0%Sold out
Oak Thistle LLC0$00.00%−18,086−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−16,032−100.0%Sold out
Community Bank of Raymore0$00.00%−11,500−100.0%Sold out
CI Private Wealth, LLC0$00.00%−11,211−100.0%Sold out
Commerce Bank0$00.00%−10,896−100.0%Sold out
Quantbot Technologies LP0$00.00%−10,140−100.0%Sold out
ProShare Advisors LLC0$00.00%−10,119−100.0%Sold out
Public Employees Retirement Association of Colorado0$00.00%−6,531−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−5,029−100.0%Sold out
Quarry LP0$00.00%−2,054−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−588−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−263−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−160−100.0%Sold out
Natixis0$00.00%−148−100.0%Sold out
Assetmark, Inc0$00.00%−86−100.0%Sold out
Manchester Capital Management LLC0$00.00%−56−100.0%Sold out
First Manhattan Co0$00.00%−36−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−34−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−20−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−31−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−29−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−25−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−25−100.0%Sold out
Caldwell Trust Co0$00.00%−10−100.0%Sold out
Godsey & Gibb Associates0$00.00%−3−100.0%Sold out
Crewe Advisors LLC0$00.00%−2−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−1−100.0%Sold out
Retirement Group, LLC––––Not filed