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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 199 | $80.8M |
| Q1 2026 | 193 | $55.1M |
| Q4 2025 | 197 | $71.8M |
| Q3 2025 | 200 | $86.0M |
| Q2 2025 | 213 | $71.2M |
| Q1 2025 | 231 | $72.6M |
| Q4 2024 | 253 | $119.1M |
| Q3 2024 | 245 | $133.9M |
| Q2 2024 | 244 | $124.1M |
| Q1 2024 | 241 | $137.4M |
| Q4 2023 | 255 | $237.5M |
| Q3 2023 | 269 | $225.7M |
| Q2 2023 | 269 | $331.5M |
| Q1 2023 | 293 | $331.8M |
| Q4 2022 | 298 | $439.3M |
| Q3 2022 | 294 | $402.8M |
| Q2 2022 | 344 | $514.3M |
| Q1 2022 | 341 | $595.7M |
| Q4 2021 | 383 | $802.8M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 12,217 | $45.3K | 0.00% | +385+3.3% | Added |
| Lazard Asset Management LLC | 12,285 | $45.0K | 0.00% | +12,285 | New |
| New York State Common Retirement Fund | 11,975 | $44.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,578 | $43.0K | 0.00% | −3,147−21.4% | Reduced |
| Evoke Wealth, LLC | 11,157 | $42.5K | 0.00% | +11,157 | New |
| STRS Ohio | 11,400 | $42.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,367 | $38.5K | 0.00% | +140+1.4% | Added |
| Nissay Asset Management Corp | 10,128 | $38.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,148 | $37.6K | 0.02% | +10,148 | New |
| Virginia Wealth Management Group, Inc. | 10,000 | $37.1K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,594 | $35.6K | 0.00% | +838+9.6% | Added |
| BNP Paribas Arbitrage, SA | 8,682 | $32.2K | 0.00% | +8,682 | New |
| Simplex Trading, LLC | 8,308 | $30.0K | 0.00% | +8,308 | New |
| Allworth Financial LP | 7,564 | $29.6K | 0.00% | +6,989+1,215.5% | Added |
| Advisor Group Holdings, Inc. | 7,829 | $29.0K | 0.00% | −807−9.3% | Reduced |
| Creative Planning | 7,709 | $28.6K | 0.00% | −2,851−27.0% | Reduced |
| Royal Bank of Canada | 7,350 | $27.0K | 0.00% | +1,452+24.6% | Added |
| Ameritas Investment Partners, Inc. | 5,639 | $20.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,359 | $19.9K | 0.00% | −4,160−43.7% | Reduced |
| CIBC Private Wealth Group, LLC | 5,013 | $19.4K | 0.00% | +5,001+41,675.0% | Added |
| Riverview Trust Co | 5,168 | $19.2K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,748 | $17.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,534 | $16.8K | 0.00% | −90−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,203 | $15.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,068 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,763 | $10.3K | 0.00% | −1,060−27.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,513 | $9.32K | 0.00% | −2,817−52.9% | Reduced |
| Jones Financial Companies LLLP | 2,359 | $8.75K | 0.00% | +2,331+8,325.0% | Added |
| Amalgamated Bank | 1,910 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,799 | $6.67K | 0.00% | +1,621+910.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,616 | $5.99K | 0.00% | +49+3.1% | Added |
| Group One Trading, L.P. | 1,600 | $5.94K | 0.00% | −137−7.9% | Reduced |
| Massmutual Trust Co FSB | 1,525 | $5.66K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,524 | $5.65K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,217 | $4.51K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,090 | $4.04K | 0.00% | +1,090 | New |
| Versant Capital Management, Inc | 977 | $3.63K | 0.00% | +928+1,893.9% | Added |
| Smartleaf Asset Management LLC | 758 | $2.83K | 0.00% | −664−46.7% | Reduced |
| North Star Investment Management Corp. | 680 | $2.52K | 0.00% | −340−33.3% | Reduced |
| LRI Investments, LLC | 667 | $2.48K | 0.00% | −16−2.3% | Reduced |
| Geneos Wealth Management Inc. | 498 | $1.85K | 0.00% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 490 | $1.82K | 0.00% | −47−8.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 468 | $1.74K | 0.00% | −5,074−91.6% | Reduced |
| Global Retirement Partners, LLC | 453 | $1.68K | 0.00% | +138+43.8% | Added |
| Sunbelt Securities, Inc. | 433 | $1.62K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 424 | $1.54K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 335 | $1.25K | 0.00% | +335 | New |
| Whittier Trust Co of Nevada Inc | 336 | $1.24K | 0.00% | −7−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $1.23K | 0.00% | −232−41.3% | Reduced |
| Westside Investment Management, Inc. | 330 | $1.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 325 | $1.21K | 0.00% | +7+2.2% | Added |
| Bullock Wealth Management Group | 311 | $1.15K | 0.00% | +1+0.3% | Added |
| Greenline Partners, LLC | 300 | $1.11K | 0.00% | +300 | New |
| Householder Group Estate & Retirement Specialist, LLC | 278 | $1.00K | 0.00% | −114−29.1% | Reduced |
| Harbour Investments, Inc. | 269 | $997 | 0.00% | +1+0.4% | Added |
| Rothschild Investment LLC | 245 | $909 | 0.00% | +170+226.7% | Added |
| Ridgewood Investments LLC | 224 | $831 | 0.00% | −21−8.6% | Reduced |
| Financial Perspectives, Inc | 201 | $746 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 199 | $738 | 0.00% | −40−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 197 | $732 | 0.00% | +64+48.1% | Added |
| Fortitude Family Office, LLC | 180 | $668 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 176 | $653 | 0.00% | −404−69.7% | Reduced |
| Coppell Advisory Solutions LLC | 173 | $645 | 0.00% | −58−25.1% | Reduced |
| City State Bank | 157 | $582 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $557 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 140 | $519 | 0.00% | −30−17.6% | Reduced |
| MAI Capital Management | 127 | $470 | 0.00% | +127 | New |
| Mather Group, LLC. | 122 | $453 | 0.00% | −23−15.9% | Reduced |
| Fortis Group Advisors, LLC | 95 | $352 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 87 | $323 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 86 | $319 | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 85 | $315 | 0.00% | +85 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $311 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 78 | $290 | 0.00% | −7−8.2% | Reduced |
| JFS Wealth Advisors, LLC | 78 | $290 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $289 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 76 | $282 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76 | $282 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 72 | $266 | 0.00% | +1+1.4% | Added |
| HM Payson & Co | 70 | $260 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 67 | $249 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 63 | $234 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $223 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 56 | $208 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 55 | $205 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 55 | $203 | 0.00% | −7−11.3% | Reduced |
| McIlrath & Eck, LLC | 53 | $197 | 0.00% | −5−8.6% | Reduced |
| IFP Advisors, Inc | 51 | $189 | 0.00% | −49−49.0% | Reduced |
| Brown Brothers Harriman & Co | 51 | $189 | 0.00% | +51 | New |
| Mirae Asset Global Investments Co., Ltd. | 50 | $187 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 50 | $186 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50 | $186 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $186 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $185 | 0.00% | −21−29.6% | Reduced |
| Darwin Advisors, LLC | 50 | $185 | 0.00% | +1+2.0% | Added |
| Capital A Wealth Management, LLC | 41 | $152 | 0.00% | +41 | New |
| Quadrant Capital Group LLC | 40 | $149 | 0.00% | −10−20.0% | Reduced |
| Stonebridge Financial Group, LLC | 39 | $145 | 0.00% | +39 | New |
| Kentucky Trust Co | 39 | $145 | 0.00% | +39 | New |
| Key Financial Inc | 37 | $137 | 0.00% | −8−17.8% | Reduced |