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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
AdvisorNet Financial, Inc35$1300.00%−39−52.7%Reduced
Cherry Tree Wealth Management, LLC33$1230.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$1110.00%00.0%Unchanged
Barrett & Company, Inc.28$1040.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc28$1040.00%00.0%Unchanged
Transce3nd, LLC28$1040.00%+28New
St Germain D J Co Inc27$1000.00%+17+170.0%Added
Atticus Wealth Management, LLC26$970.00%00.0%Unchanged
Salem Investment Counselors Inc25$960.00%+25New
Medallion Wealth Advisors, LLC43$920.00%+43New
Investors Research Corp24$890.00%00.0%Unchanged
Creative Capital Management Investments LLC22$820.00%00.0%Unchanged
Assetmark, Inc18$670.00%+18New
Bare Financial Services, Inc17$630.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc15$560.00%−15−50.0%Reduced
Insight Financial Services15$550.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$490.00%00.0%Unchanged
Concord Wealth Partners13$480.00%−33−71.7%Reduced
Laurel Wealth Advisors LLC10$380.00%+10New
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
Synergy Financial Management, LLC9$360.00%+9New
Millstone Evans Group, LLC9$330.00%+9New
Ameriflex Group, Inc.8$320.00%+8New
Proequities, Inc.8$310.00%00.0%Unchanged
Hilltop National Bank7$260.00%00.0%Unchanged
Whittier Trust Co7$250.00%+7New
Country Trust Bank6$220.00%00.0%Unchanged
Parallel Advisors, LLC6$220.00%00.0%Unchanged
Whipplewood Advisors, LLC6$220.00%+6New
Colonial Trust Co5$190.00%00.0%Unchanged
Park Place Capital Corp5$190.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$160.00%00.0%Unchanged
Quent Capital, LLC4$150.00%+4New
Dunhill Financial, LLC4$140.00%00.0%Unchanged
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
UMA Financial Services, Inc.2$80.00%+2New
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
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
Deutsche Bank AG0$00.00%−34,449−100.0%Sold out
Squarepoint Ops LLC0$00.00%−25,029−100.0%Sold out
Cetera Investment Advisers0$00.00%−24,979−100.0%Sold out
Quadrature Capital Ltd0$00.00%−22,663−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−21,822−100.0%Sold out
Mackenzie Financial Corp0$00.00%−19,169−100.0%Sold out
Prudential Financial Inc0$00.00%−18,833−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−16,427−100.0%Sold out
CI Private Wealth, LLC0$00.00%−13,589−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,468−100.0%Sold out
Bank of Montreal0$00.00%−11,357−100.0%Sold out
StoneX Group Inc.0$00.00%−10,346−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−3,070−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−869−100.0%Sold out
NBC Securities, Inc.0$00.00%−364−100.0%Sold out
Tidemark, LLC0$00.00%−181−100.0%Sold out
Main Street Group, LTD0$00.00%−100−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−87−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−75−100.0%Sold out
Baldwin Brothers Inc0$00.00%−60−100.0%Sold out
Mechanics Financial Corp0$00.00%−48−100.0%Sold out
Huntington National Bank0$00.00%−30−100.0%Sold out
CGC Financial Services, LLC0$00.00%−23−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−20−100.0%Sold out
Fairscale Capital, LLC0$00.00%−12−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−10−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−5−100.0%Sold out
Northwest Financial Advisors0$00.00%−5−100.0%Sold out
True Wealth Design, LLC0$00.00%−3−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−1−100.0%Sold out
Fairman Group, LLC0$00.00%−1−100.0%Sold out
Hemington Wealth Management0$00.00%−4−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−548−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed
WFA of San Diego, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed