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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, Q3 2024

Institutional positions in Orion Properties Inc. as of Sep 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
245
+5 vs. Q2 2024
Shares held
33.5M
+3.50M (+11.7%) vs. Q2 2024
Total value
$133.9M
+$26.5M (+24.6%) vs. Q2 2024
New holders
35
67 more added
Sold out
30
55 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 245 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 heldQ3 2024: $133.9M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q2 2024.

Institutions holding ONL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
TSFG, LLC1$00.00%+1New
Hemington Wealth Management4$00.00%+4New
McMahon Financial Advisors, LLC1$40.00%00.0%Unchanged
Fairman Group, LLC1$40.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$40.00%+1New
Caitlin John, LLC1$50.00%00.0%Unchanged
ORG Partners LLC3$120.00%00.0%Unchanged
True Wealth Design, LLC3$120.00%+3New
Dunhill Financial, LLC4$150.00%+4New
Pinnacle Financial Partners Inc4$160.00%00.0%Unchanged
Northwest Financial Advisors5$190.00%+5New
Colonial Trust Co5$200.00%00.0%Unchanged
Park Place Capital Corp5$200.00%00.0%Unchanged
Hobbs Group Advisors, LLC5$200.00%00.0%Unchanged
Country Trust Bank6$240.00%−26−81.3%Reduced
Parallel Advisors, LLC6$240.00%00.0%Unchanged
Hilltop National Bank7$280.00%00.0%Unchanged
Proequities, Inc.8$320.00%00.0%Unchanged
FinTrust Capital Advisors, LLC9$360.00%00.0%Unchanged
St Germain D J Co Inc10$400.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$400.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$400.00%00.0%Unchanged
Salomon & Ludwin, LLC10$400.00%00.0%Unchanged
Reuter James Wealth Management, LLC10$400.00%+10New
CIBC Private Wealth Group, LLC12$480.00%−150−92.6%Reduced
Fairscale Capital, LLC12$490.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$520.00%00.0%Unchanged
Creative Financial Designs Inc15$600.00%−24−61.5%Reduced
Insight Financial Services15$600.00%00.0%Unchanged
Bare Financial Services, Inc17$680.00%00.0%Unchanged
Wolff Wiese Magana LLC20$800.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$800.00%00.0%Unchanged
Creative Capital Management Investments LLC22$880.00%00.0%Unchanged
CGC Financial Services, LLC23$920.00%00.0%Unchanged
Investors Research Corp24$960.00%00.0%Unchanged
Atticus Wealth Management, LLC26$1040.00%00.0%Unchanged
Barrett & Company, Inc.28$1120.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1120.00%00.0%Unchanged
Jones Financial Companies LLLP28$1150.00%+21+300.0%Added
Huntington National Bank30$1200.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc30$1200.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1200.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1320.00%00.0%Unchanged
Strengthening Families & Communities, LLC40$1580.00%−31−43.7%Reduced
Key Financial Inc45$1800.00%00.0%Unchanged
Concord Wealth Partners46$1840.00%00.0%Unchanged
Mechanics Financial Corp48$1920.00%+48New
Versant Capital Management, Inc49$1960.00%00.0%Unchanged
Darwin Advisors, LLC49$1970.00%+49New
Zions Bancorporation, N.A.50$2000.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$2000.00%00.0%Unchanged
Bryn Mawr Trust Co50$2000.00%+50New
Quadrant Capital Group LLC50$2000.00%+50New
Mirae Asset Global Investments Co., Ltd.50$2030.00%00.0%Unchanged
Larson Financial Group LLC55$2180.00%+23+71.9%Added
Anchor Investment Management, LLC56$2240.00%00.0%Unchanged
McIlrath & Eck, LLC58$2320.00%−15−20.5%Reduced
Baldwin Brothers Inc60$2400.00%00.0%Unchanged
Private Trust Co NA60$2400.00%00.0%Unchanged
Pacifica Partners Inc.62$2480.00%00.0%Unchanged
WFA of San Diego, LLC63$2520.00%00.0%Unchanged
Sound Income Strategies, LLC63$2520.00%00.0%Unchanged
Continuum Advisory, LLC67$2590.00%+2+3.1%Added
HM Payson & Co70$2800.00%00.0%Unchanged
Beacon Capital Management, LLC71$2840.00%−18−20.2%Reduced
Ancora Advisors, LLC71$2840.00%00.0%Unchanged
AdvisorNet Financial, Inc74$2960.00%00.0%Unchanged
Rothschild Investment LLC75$3000.00%+35+87.5%Added
Point72 (DIFC) Ltd75$3000.00%+75New
Principal Securities, Inc.76$3030.00%+1+1.3%Added
National Bank of Canada76$3040.00%−1−1.3%Reduced
Farmers & Merchants Investments Inc78$3120.00%−18−18.8%Reduced
JFS Wealth Advisors, LLC78$3120.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC84$3360.00%00.0%Unchanged
CoreCap Advisors, LLC85$3410.00%+16+23.2%Added
Central Pacific Bank - Trust Division86$3440.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC87$3470.00%+87New
Indiana Trust & Investment Management CO87$3480.00%00.0%Unchanged
Fortis Group Advisors, LLC95$3800.00%00.0%Unchanged
IFP Advisors, Inc100$4000.00%+60+150.0%Added
Main Street Group, LTD100$4000.00%+90+900.0%Added
Steward Partners Investment Advisory, LLC133$5330.00%+9+7.3%Added
Mather Group, LLC.145$5800.00%−86−37.2%Reduced
Pinnacle Bancorp, Inc.150$6000.00%00.0%Unchanged
City State Bank157$6280.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.170$6800.00%−69−28.9%Reduced
Sterling Capital Management LLC178$7120.00%+178New
Fortitude Family Office, LLC180$7200.00%+180New
Tidemark, LLC181$7250.00%00.0%Unchanged
Financial Perspectives, Inc201$8040.00%00.0%Unchanged
Coppell Advisory Solutions LLC231$9380.00%−79−25.5%Reduced
US Bancorp239$9560.00%+85+55.2%Added
Ridgewood Investments LLC245$9800.00%+92+60.1%Added
NBC Securities, Inc.364$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC392$1.00K0.00%+3+0.8%Added
Harbour Investments, Inc.268$1.07K0.00%+2+0.8%Added
Bullock Wealth Management Group310$1.18K0.00%00.0%Unchanged
Global Retirement Partners, LLC315$1.26K0.00%+1+0.3%Added
GWM Advisors LLC318$1.27K0.00%−10−3.0%Reduced