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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, Q1 2025

Institutional positions in Orion Properties Inc. as of Mar 31, 2025. 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
231
−15 vs. Q4 2024
Shares held
34.1M
+2.17M (+6.8%) vs. Q4 2024
Total value
$72.6M
−$45.8M (−38.7%) vs. Q4 2024
New holders
23
50 more added
Sold out
38
69 more reduced

7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 231 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 heldQ1 2025: $72.6M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2024.

Institutions holding ONL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc7$00.00%00.0%Unchanged
TSFG, LLC71$00.00%+70+7,000.0%Added
Federation des caisses Desjardins du Quebec1$20.00%00.0%Unchanged
Boston Private Wealth LLC1$20.00%+1New
Clark Wealth Partners1$30.00%00.0%Unchanged
Sandy Spring Bank1$30.00%+1New
UMA Financial Services, Inc.2$50.00%00.0%Unchanged
Transce3nd, LLC3$60.00%−25−89.3%Reduced
Fifth Third Bancorp3$60.00%00.0%Unchanged
ORG Partners LLC3$60.00%00.0%Unchanged
TD Waterhouse Canada Inc.3$60.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$60.00%00.0%Unchanged
Wood Tarver Financial Group, LLC3$70.00%00.0%Unchanged
Dunhill Financial, LLC4$80.00%00.0%Unchanged
Quent Capital, LLC4$90.00%00.0%Unchanged
Colonial Trust Co5$110.00%00.0%Unchanged
Park Place Capital Corp5$110.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$130.00%−324−98.2%Reduced
Country Trust Bank6$130.00%00.0%Unchanged
Whipplewood Advisors, LLC352$130.00%+346+5,766.7%Added
Whittier Trust Co7$140.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$150.00%00.0%Unchanged
Ameriflex Group, Inc.8$170.00%00.0%Unchanged
Millstone Evans Group, LLC9$190.00%00.0%Unchanged
CIBC Private Wealth Group, LLC13$210.00%−5,000−99.7%Reduced
IFP Advisors, Inc10$210.00%−41−80.4%Reduced
St Germain D J Co Inc10$210.00%−17−63.0%Reduced
Creative Financial Designs Inc10$210.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$210.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$210.00%00.0%Unchanged
Salomon & Ludwin, LLC10$210.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$210.00%00.0%Unchanged
Fourth Dimension Wealth, LLC10$210.00%00.0%Unchanged
Parallel Advisors, LLC11$240.00%+5+83.3%Added
Sofos Investments, Inc.12$260.00%+12New
Moisand Fitzgerald Tamayo, LLC13$280.00%00.0%Unchanged
Concord Wealth Partners13$280.00%00.0%Unchanged
Insight Financial Services15$320.00%00.0%Unchanged
Bare Financial Services, Inc17$360.00%00.0%Unchanged
Creative Capital Management Investments LLC22$470.00%00.0%Unchanged
SRS Capital Advisors, Inc.22$480.00%−4,181−99.5%Reduced
Investors Research Corp24$510.00%00.0%Unchanged
Atticus Wealth Management, LLC26$560.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc15$560.00%00.0%Unchanged
Barrett & Company, Inc.28$600.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$640.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$710.00%00.0%Unchanged
AdvisorNet Financial, Inc35$750.00%00.0%Unchanged
Key Financial Inc37$790.00%00.0%Unchanged
Stonebridge Financial Group, LLC39$830.00%00.0%Unchanged
Kentucky Trust Co39$830.00%00.0%Unchanged
Capital A Wealth Management, LLC41$880.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$890.00%+1+2.4%Added
Pacifica Partners Inc.55$980.00%00.0%Unchanged
Versant Capital Management, Inc49$1050.00%−928−95.0%Reduced
True Wealth Design, LLC49$1050.00%+49New
Bryn Mawr Trust Co50$1070.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1070.00%00.0%Unchanged
Ancora Advisors, LLC50$1070.00%00.0%Unchanged
Medallion Wealth Advisors, LLC50$1070.00%+7+16.3%Added
Zions Bancorporation, National Association50$1070.00%+50New
Mirae Asset Global Investments Co., Ltd.50$1080.00%00.0%Unchanged
McIlrath & Eck, LLC53$1130.00%00.0%Unchanged
Anchor Investment Management, LLC56$1200.00%00.0%Unchanged
Continuum Advisory, LLC58$1240.00%−9−13.4%Reduced
Private Trust Co NA60$1280.00%00.0%Unchanged
Smartleaf Asset Management LLC60$1290.00%−698−92.1%Reduced
National Bank of Canada62$1330.00%−14−18.4%Reduced
Sound Income Strategies, LLC63$1350.00%00.0%Unchanged
Farmers & Merchants Investments Inc69$1480.00%−9−11.5%Reduced
HM Payson & Co70$1500.00%00.0%Unchanged
Beacon Capital Management, LLC72$1550.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$1670.00%00.0%Unchanged
CoreCap Advisors, LLC78$1670.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.85$1820.00%00.0%Unchanged
Darwin Advisors, LLC50$1850.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$1860.00%00.0%Unchanged
Fortis Group Advisors, LLC95$2040.00%00.0%Unchanged
Pinnacle Bancorp, Inc.110$2350.00%−40−26.7%Reduced
MAI Capital Management121$2590.00%−6−4.7%Reduced
Mather Group, LLC.122$2610.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC129$2750.00%−68−34.5%Reduced
Principal Securities, Inc.76$2820.00%00.0%Unchanged
Kiker Wealth Management, LLC138$2950.00%+138New
Caldwell Sutter Capital, Inc.140$3000.00%00.0%Unchanged
Ridgewood Investments LLC148$3170.00%−76−33.9%Reduced
US Bancorp152$3250.00%−47−23.6%Reduced
Private Wealth Asset Management, LLC158$3380.00%+158New
Fortitude Family Office, LLC180$3850.00%00.0%Unchanged
Tidemark, LLC180$3860.00%+180New
Financial Perspectives, Inc201$4300.00%00.0%Unchanged
Farther Finance Advisors, LLC239$5070.00%−251−51.2%Reduced
Rise Advisors, LLC242$5180.00%+242New
Rothschild Investment LLC245$5240.00%00.0%Unchanged
Harbour Investments, Inc.270$5780.00%+1+0.4%Added
Whittier Trust Co of Nevada Inc283$5970.00%−53−15.8%Reduced
Bullock Wealth Management Group311$6590.00%00.0%Unchanged
GWM Advisors LLC323$6930.00%−2−0.6%Reduced
Westside Investment Management, Inc.330$7060.00%00.0%Unchanged
Golden State Wealth Management, LLC336$7200.00%+1+0.3%Added