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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
Cherry Tree Wealth Management, LLC33$1320.00%00.0%Unchanged
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
Jones Financial Companies LLLP28$1150.00%+21+300.0%Added
Barrett & Company, Inc.28$1120.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1120.00%00.0%Unchanged
Atticus Wealth Management, LLC26$1040.00%00.0%Unchanged
Investors Research Corp24$960.00%00.0%Unchanged
CGC Financial Services, LLC23$920.00%00.0%Unchanged
Creative Capital Management Investments LLC22$880.00%00.0%Unchanged
Wolff Wiese Magana LLC20$800.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$800.00%00.0%Unchanged
Bare Financial Services, Inc17$680.00%00.0%Unchanged
Creative Financial Designs Inc15$600.00%−24−61.5%Reduced
Insight Financial Services15$600.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$520.00%00.0%Unchanged
Fairscale Capital, LLC12$490.00%00.0%Unchanged
CIBC Private Wealth Group, LLC12$480.00%−150−92.6%Reduced
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
FinTrust Capital Advisors, LLC9$360.00%00.0%Unchanged
Proequities, Inc.8$320.00%00.0%Unchanged
Hilltop National Bank7$280.00%00.0%Unchanged
Country Trust Bank6$240.00%−26−81.3%Reduced
Parallel Advisors, LLC6$240.00%00.0%Unchanged
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
Northwest Financial Advisors5$190.00%+5New
Pinnacle Financial Partners Inc4$160.00%00.0%Unchanged
Dunhill Financial, LLC4$150.00%+4New
ORG Partners LLC3$120.00%00.0%Unchanged
True Wealth Design, LLC3$120.00%+3New
Caitlin John, LLC1$50.00%00.0%Unchanged
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
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
TSFG, LLC1$00.00%+1New
Hemington Wealth Management4$00.00%+4New
International Assets Investment Management, LLC548––+415+312.0%Added
Cambria Investment Management, L.P.0$00.00%−107,124−100.0%Sold out
Nebula Research & Development LLC0$00.00%−49,265−100.0%Sold out
State of Wyoming0$00.00%−25,243−100.0%Sold out
Man Group plc0$00.00%−21,185−100.0%Sold out
Algert Global LLC0$00.00%−20,220−100.0%Sold out
Virtu Financial LLC0$00.00%−19,989−100.0%Sold out
Ethic Inc.0$00.00%−13,675−100.0%Sold out
Delap Wealth Advisory, LLC0$00.00%−12,164−100.0%Sold out
Pitcairn Co0$00.00%−10,771−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,550−100.0%Sold out
KBC Group NV0$00.00%−176−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−179−100.0%Sold out
Castleview Partners, LLC0$00.00%−170−100.0%Sold out
Kelly Financial Services LLC0$00.00%−121−100.0%Sold out
Asset Dedication, LLC0$00.00%−72−100.0%Sold out
Gradient Investments LLC0$00.00%−68−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−66−100.0%Sold out
Citizens National Bank Trust Department0$00.00%−50−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−36−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−34−100.0%Sold out
Luken Investment Analytics, LLC0$00.00%−32−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−21−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−21−100.0%Sold out
MB, Levis & Associates, LLC0$00.00%−21−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−13−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−10−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−7−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−7−100.0%Sold out
Flputnam Investment Management Co0$00.00%−2−100.0%Sold out
Bessemer Group Inc0$00.00%−55−100.0%Sold out
BlackRock Inc.––––Not filed
Private Ocean, LLC––––Not filed
JJJ Advisors Inc.––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed