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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, Q4 2024

Institutional positions in Orion Properties Inc. as of Dec 31, 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
253
+11 vs. Q3 2024
Shares held
32.1M
−1.14M (−3.4%) vs. Q3 2024
Total value
$119.1M
−$13.8M (−10.4%) vs. Q3 2024
New holders
44
60 more added
Sold out
33
69 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 253 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 heldQ4 2024: $119.1M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2024.

Institutions holding ONL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Strengthening Families & Communities, LLC41$00.00%+1+2.5%Added
AlphaMark Advisors, LLC20$00.00%00.0%Unchanged
TSFG, LLC1$00.00%00.0%Unchanged
Bessemer Group Inc7$00.00%+7New
RE Dickinson Investment Advisors, LLC1$00.00%+1New
Wood Tarver Financial Group, LLC3$00.00%+3New
Caitlin John, LLC1$40.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1$40.00%00.0%Unchanged
Clark Wealth Partners1$40.00%+1New
UMA Financial Services, Inc.2$80.00%+2New
ORG Partners LLC3$110.00%00.0%Unchanged
Fifth Third Bancorp3$110.00%+3New
TD Waterhouse Canada Inc.3$110.00%+3New
Quest 10 Wealth Builders, Inc.3$110.00%+3New
Dunhill Financial, LLC4$140.00%00.0%Unchanged
Quent Capital, LLC4$150.00%+4New
Pinnacle Financial Partners Inc4$160.00%00.0%Unchanged
Colonial Trust Co5$190.00%00.0%Unchanged
Park Place Capital Corp5$190.00%00.0%Unchanged
Country Trust Bank6$220.00%00.0%Unchanged
Parallel Advisors, LLC6$220.00%00.0%Unchanged
Whipplewood Advisors, LLC6$220.00%+6New
Whittier Trust Co7$250.00%+7New
Hilltop National Bank7$260.00%00.0%Unchanged
Proequities, Inc.8$310.00%00.0%Unchanged
Ameriflex Group, Inc.8$320.00%+8New
Millstone Evans Group, LLC9$330.00%+9New
Synergy Financial Management, LLC9$360.00%+9New
Glen Eagle Advisors, LLC10$370.00%−10−50.0%Reduced
Creative Financial Designs Inc10$370.00%−5−33.3%Reduced
Boyd Watterson Asset Management LLC10$370.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$370.00%00.0%Unchanged
Salomon & Ludwin, LLC10$370.00%00.0%Unchanged
Fourth Dimension Wealth, LLC10$370.00%+10New
Laurel Wealth Advisors LLC10$380.00%+10New
Concord Wealth Partners13$480.00%−33−71.7%Reduced
Moisand Fitzgerald Tamayo, LLC13$490.00%00.0%Unchanged
Insight Financial Services15$550.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc15$560.00%−15−50.0%Reduced
Bare Financial Services, Inc17$630.00%00.0%Unchanged
Assetmark, Inc18$670.00%+18New
Creative Capital Management Investments LLC22$820.00%00.0%Unchanged
Investors Research Corp24$890.00%00.0%Unchanged
Medallion Wealth Advisors, LLC43$920.00%+43New
Salem Investment Counselors Inc25$960.00%+25New
Atticus Wealth Management, LLC26$970.00%00.0%Unchanged
St Germain D J Co Inc27$1000.00%+17+170.0%Added
Barrett & Company, Inc.28$1040.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1040.00%00.0%Unchanged
Transce3nd, LLC28$1040.00%+28New
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1110.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$1230.00%00.0%Unchanged
AdvisorNet Financial, Inc35$1300.00%−39−52.7%Reduced
Key Financial Inc37$1370.00%−8−17.8%Reduced
Stonebridge Financial Group, LLC39$1450.00%+39New
Kentucky Trust Co39$1450.00%+39New
Quadrant Capital Group LLC40$1490.00%−10−20.0%Reduced
Capital A Wealth Management, LLC41$1520.00%+41New
Ancora Advisors, LLC50$1850.00%−21−29.6%Reduced
Darwin Advisors, LLC50$1850.00%+1+2.0%Added
Bryn Mawr Trust Co50$1860.00%00.0%Unchanged
Zions Bancorporation, N.A.50$1860.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1860.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1870.00%00.0%Unchanged
IFP Advisors, Inc51$1890.00%−49−49.0%Reduced
Brown Brothers Harriman & Co51$1890.00%+51New
McIlrath & Eck, LLC53$1970.00%−5−8.6%Reduced
Pacifica Partners Inc.55$2030.00%−7−11.3%Reduced
Larson Financial Group LLC55$2050.00%00.0%Unchanged
Anchor Investment Management, LLC56$2080.00%00.0%Unchanged
Private Trust Co NA60$2230.00%00.0%Unchanged
Sound Income Strategies, LLC63$2340.00%00.0%Unchanged
Continuum Advisory, LLC67$2490.00%00.0%Unchanged
HM Payson & Co70$2600.00%00.0%Unchanged
Beacon Capital Management, LLC72$2660.00%+1+1.4%Added
National Bank of Canada76$2820.00%00.0%Unchanged
Principal Securities, Inc.76$2820.00%00.0%Unchanged
Farmers & Merchants Investments Inc78$2890.00%00.0%Unchanged
CoreCap Advisors, LLC78$2900.00%−7−8.2%Reduced
JFS Wealth Advisors, LLC78$2900.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC84$3110.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.85$3150.00%+85New
Central Pacific Bank - Trust Division86$3190.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$3230.00%00.0%Unchanged
Fortis Group Advisors, LLC95$3520.00%00.0%Unchanged
Mather Group, LLC.122$4530.00%−23−15.9%Reduced
MAI Capital Management127$4700.00%+127New
Caldwell Sutter Capital, Inc.140$5190.00%−30−17.6%Reduced
Pinnacle Bancorp, Inc.150$5570.00%00.0%Unchanged
City State Bank157$5820.00%00.0%Unchanged
Coppell Advisory Solutions LLC173$6450.00%−58−25.1%Reduced
Newbridge Financial Services Group, Inc.176$6530.00%−404−69.7%Reduced
Fortitude Family Office, LLC180$6680.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC197$7320.00%+64+48.1%Added
US Bancorp199$7380.00%−40−16.7%Reduced
Financial Perspectives, Inc201$7460.00%00.0%Unchanged
Ridgewood Investments LLC224$8310.00%−21−8.6%Reduced
Rothschild Investment LLC245$9090.00%+170+226.7%Added
Harbour Investments, Inc.269$9970.00%+1+0.4%Added
Householder Group Estate & Retirement Specialist, LLC278$1.00K0.00%−114−29.1%Reduced