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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, Q2 2025

Institutional positions in Orion Properties Inc. as of Jun 30, 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
213
−16 vs. Q1 2025
Shares held
33.4M
−614.1K (−1.8%) vs. Q1 2025
Total value
$71.2M
−$1.41M (−1.9%) vs. Q1 2025
New holders
44
41 more added
Sold out
60
55 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 213 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 heldQ2 2025: $71.2M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q1 2025.

Institutions holding ONL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC3$00.00%00.0%Unchanged
TSFG, LLC1$00.00%−70−98.6%Reduced
Strategic Wealth Partners, Ltd.0$10.00%0New
Federation des caisses Desjardins du Quebec1$20.00%00.0%Unchanged
Clark Wealth Partners1$30.00%00.0%Unchanged
UMA Financial Services, Inc.2$50.00%00.0%Unchanged
Barclays PLC3$60.00%−56,528−100.0%Reduced
Fifth Third Bancorp3$60.00%00.0%Unchanged
ORG Partners LLC3$60.00%00.0%Unchanged
Transce3nd, LLC3$60.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$60.00%00.0%Unchanged
Pinnacle Financial Partners Inc4$90.00%00.0%Unchanged
Colonial Trust Co5$110.00%00.0%Unchanged
Park Place Capital Corp5$110.00%00.0%Unchanged
Atwood & Palmer Inc5$110.00%+5New
Country Trust Bank6$130.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$130.00%00.0%Unchanged
Whipplewood Advisors, LLC6$130.00%−346−98.3%Reduced
Whittier Trust Co7$140.00%00.0%Unchanged
Hilltop National Bank7$150.00%+7New
Ameriflex Group, Inc.8$180.00%00.0%Unchanged
Millstone Evans Group, LLC9$190.00%00.0%Unchanged
Creative Financial Designs Inc10$210.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$210.00%00.0%Unchanged
CIBC Private Wealth Group, LLC10$210.00%−3−23.1%Reduced
Harbor Investment Advisory, LLC10$210.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$210.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group10$210.00%+10New
Parallel Advisors, LLC11$240.00%00.0%Unchanged
Salomon & Ludwin, LLC10$240.00%00.0%Unchanged
Financial Gravity Companies, Inc.12$260.00%+12New
Moisand Fitzgerald Tamayo, LLC13$280.00%00.0%Unchanged
Insight Financial Services15$310.00%00.0%Unchanged
Hurley Capital, LLC15$320.00%+15New
Bare Financial Services, Inc17$360.00%00.0%Unchanged
SRS Capital Advisors, Inc.17$370.00%−5−22.7%Reduced
Wolff Wiese Magana LLC20$430.00%+20New
Armstrong Advisory Group, Inc20$430.00%+20New
Creative Capital Management Investments LLC22$470.00%00.0%Unchanged
MTM Investment Management, LLC22$470.00%+22New
Investors Research Corp24$510.00%00.0%Unchanged
Atticus Wealth Management, LLC24$520.00%−2−7.7%Reduced
St Germain D J Co Inc28$590.00%+18+180.0%Added
Barrett & Company, Inc.28$600.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$640.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc33$660.00%−250−88.3%Reduced
Cherry Tree Wealth Management, LLC33$710.00%00.0%Unchanged
CoreCap Advisors, LLC33$720.00%−45−57.7%Reduced
IFP Advisors, Inc34$720.00%+24+240.0%Added
Key Financial Inc37$790.00%00.0%Unchanged
AdvisorNet Financial, Inc37$790.00%+2+5.7%Added
Farmers & Merchants Investments Inc38$810.00%−31−44.9%Reduced
Kentucky Trust Co39$830.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$900.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1070.00%00.0%Unchanged
Zions Bancorporation, National Association50$1070.00%00.0%Unchanged
Bryn Mawr Trust Co50$1070.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1070.00%00.0%Unchanged
Darwin Advisors, LLC50$1080.00%00.0%Unchanged
Medallion Wealth Advisors, LLC50$1080.00%00.0%Unchanged
Sound Income Strategies, LLC53$1130.00%−10−15.9%Reduced
McIlrath & Eck, LLC53$1130.00%00.0%Unchanged
Pacifica Partners Inc.53$1150.00%−2−3.6%Reduced
Anchor Investment Management, LLC56$1190.00%00.0%Unchanged
Private Trust Co NA60$1280.00%00.0%Unchanged
National Bank of Canada62$1330.00%00.0%Unchanged
Scarborough Advisors, LLC67$1430.00%+67New
Signaturefd, LLC68$1450.00%+68New
HM Payson & Co70$1500.00%00.0%Unchanged
Beacon Capital Management, LLC72$1540.00%00.0%Unchanged
Principal Securities, Inc.77$1630.00%+1+1.3%Added
JFS Wealth Advisors, LLC78$1670.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$1850.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.87$1850.00%+87New
Fortis Group Advisors, LLC95$2030.00%00.0%Unchanged
Pinnacle Bancorp, Inc.110$2340.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC112$2390.00%−17−13.2%Reduced
MAI Capital Management121$2580.00%00.0%Unchanged
Farther Finance Advisors, LLC129$2750.00%−110−46.0%Reduced
Caldwell Sutter Capital, Inc.140$2980.00%00.0%Unchanged
Ridgewood Investments LLC148$3150.00%00.0%Unchanged
US Bancorp152$3240.00%00.0%Unchanged
Tidemark, LLC167$3560.00%−13−7.2%Reduced
Financial Perspectives, Inc201$4280.00%00.0%Unchanged
Essential Partners LLC207$4410.00%+207New
Harbour Investments, Inc.271$5760.00%+1+0.4%Added
Bullock Wealth Management Group298$6760.00%−13−4.2%Reduced
GWM Advisors LLC323$6890.00%00.0%Unchanged
Westside Investment Management, Inc.330$7030.00%00.0%Unchanged
Golden State Wealth Management, LLC336$7170.00%00.0%Unchanged
Jones Financial Companies LLLP354$7680.00%−128−26.6%Reduced
Fortitude Family Office, LLC430$9160.00%+250+138.9%Added
Global Retirement Partners, LLC437$9320.00%+437New
True Wealth Design, LLC450$9590.00%+401+818.4%Added
Northwestern Mutual Wealth Management Co467$9950.00%00.0%Unchanged
Ameritas Advisory Services, LLC491$1.05K0.00%+491New
Thurston, Springer, Miller, Herd & Titak, Inc.511$1.06K0.00%+86+20.2%Added
LRI Investments, LLC593$1.26K0.00%−14−2.3%Reduced
Massmutual Trust Co FSB727$1.55K0.00%+727New
Sunbelt Securities, Inc.433$1.61K0.00%00.0%Unchanged