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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Orion Properties Inc. as of Sep 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
200
−11 vs. Q2 2025
Shares held
31.9M
−1.58M (−4.7%) vs. Q2 2025
Total value
$86.0M
+$14.8M (+20.8%) vs. Q2 2025
New holders
23
33 more added
Sold out
34
63 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 200 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 heldQ3 2025: $86.0M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q2 2025.

Institutions holding ONL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC1$00.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.0$10.00%0Unchanged
Federation des caisses Desjardins du Quebec1$30.00%00.0%Unchanged
Horizon Financial Services, LLC1$30.00%+1New
Root Financial Partners, LLC1$30.00%+1New
Whipplewood Advisors, LLC2$50.00%−4−66.7%Reduced
UMA Financial Services, Inc.2$60.00%00.0%Unchanged
Barclays PLC3$80.00%00.0%Unchanged
ORG Partners LLC3$80.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$80.00%00.0%Unchanged
Quent Capital, LLC4$110.00%+4New
Cherry Tree Wealth Management, LLC5$140.00%−28−84.8%Reduced
Park Place Capital Corp5$140.00%00.0%Unchanged
Country Trust Bank6$160.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$160.00%00.0%Unchanged
Hilltop National Bank7$190.00%00.0%Unchanged
Whittier Trust Co7$190.00%00.0%Unchanged
Millstone Evans Group, LLC9$240.00%00.0%Unchanged
IFP Advisors, Inc10$270.00%−24−70.6%Reduced
Salomon & Ludwin, LLC10$270.00%00.0%Unchanged
Creative Financial Designs Inc10$270.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$270.00%00.0%Unchanged
CIBC Private Wealth Group, LLC10$270.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$270.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$270.00%00.0%Unchanged
Parallel Advisors, LLC11$300.00%00.0%Unchanged
Sofos Investments, Inc.12$320.00%+12New
Abich Financial Wealth Management LLC13$350.00%+13New
Moisand Fitzgerald Tamayo, LLC13$360.00%00.0%Unchanged
Evolution Wealth Management Inc.14$380.00%+14New
Insight Financial Services15$400.00%00.0%Unchanged
Bare Financial Services, Inc17$460.00%00.0%Unchanged
Wolff Wiese Magana LLC20$550.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$550.00%00.0%Unchanged
MTM Investment Management, LLC22$590.00%00.0%Unchanged
Creative Capital Management Investments LLC22$590.00%00.0%Unchanged
Investors Research Corp24$650.00%00.0%Unchanged
Barrett & Company, Inc.28$760.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$810.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc33$880.00%00.0%Unchanged
CoreCap Advisors, LLC33$910.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.36$940.00%−475−93.0%Reduced
AdvisorNet Financial, Inc37$1000.00%00.0%Unchanged
Key Financial Inc37$1010.00%00.0%Unchanged
Farmers & Merchants Investments Inc38$1030.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$1140.00%00.0%Unchanged
St Germain D J Co Inc48$1290.00%+20+71.4%Added
Sound Income Strategies, LLC53$1330.00%00.0%Unchanged
Pinnacle Bancorp, Inc.50$1350.00%−60−54.5%Reduced
Medallion Wealth Advisors, LLC50$1350.00%00.0%Unchanged
Zions Bancorporation, National Association50$1350.00%00.0%Unchanged
Bryn Mawr Trust Co50$1350.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1350.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.50$1350.00%00.0%Unchanged
Darwin Advisors, LLC50$1370.00%00.0%Unchanged
McIlrath & Eck, LLC53$1430.00%00.0%Unchanged
Pacifica Partners Inc.53$1450.00%00.0%Unchanged
Anchor Investment Management, LLC56$1510.00%00.0%Unchanged
Wealthspire Advisors, LLC58$1570.00%+58New
Private Trust Co NA60$1620.00%00.0%Unchanged
Advisory Services Network, LLC62$1670.00%+62New
National Bank of Canada63$1690.00%+1+1.6%Added
Scarborough Advisors, LLC67$1810.00%00.0%Unchanged
Signaturefd, LLC68$1840.00%00.0%Unchanged
SRS Capital Advisors, Inc.69$1860.00%+52+305.9%Added
HM Payson & Co70$1890.00%00.0%Unchanged
Principal Securities, Inc.77$2070.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$2110.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$2350.00%00.0%Unchanged
Fortis Group Advisors, LLC95$2570.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC112$3020.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.112$3020.00%+25+28.7%Added
Mather Group, LLC.122$3290.00%+122New
Golden State Wealth Management, LLC124$3350.00%−212−63.1%Reduced
Caldwell Sutter Capital, Inc.140$3780.00%00.0%Unchanged
Atlantic Union Bankshares Corp140$3780.00%+140New
Compagnie Lombard Odier SCmA150$4050.00%+150New
US Bancorp152$4100.00%00.0%Unchanged
Tidemark, LLC167$4510.00%00.0%Unchanged
Farther Finance Advisors, LLC180$4860.00%+51+39.5%Added
Point72 (DIFC) Ltd182$4910.00%−14,053−98.7%Reduced
True Wealth Design, LLC188$5080.00%−262−58.2%Reduced
NBC Securities, Inc.190$5150.00%+190New
Financial Perspectives, Inc201$5430.00%00.0%Unchanged
MAI Capital Management210$5670.00%+89+73.6%Added
Transamerica Financial Advisors, Inc.216$5880.00%+216New
Harbour Investments, Inc.297$8020.00%+26+9.6%Added
Jones Financial Companies LLLP292$8030.00%−62−17.5%Reduced
Bullock Wealth Management Group294$8060.00%−4−1.3%Reduced
Global Retirement Partners, LLC320$8640.00%−117−26.8%Reduced
GWM Advisors LLC322$8730.00%−1−0.3%Reduced
Westside Investment Management, Inc.330$8910.00%00.0%Unchanged
Rockefeller Capital Management L.P.334$9040.00%+334New
Ameritas Advisory Services, LLC407$1.10K0.00%−84−17.1%Reduced
Sunbelt Securities, Inc.447$1.21K0.00%+14+3.2%Added
Northwestern Mutual Wealth Management Co470$1.27K0.00%+3+0.6%Added
BNP Paribas Arbitrage, SA518$1.40K0.00%−821−61.3%Reduced
LRI Investments, LLC583$1.57K0.00%−10−1.7%Reduced
Massmutual Trust Co FSB737$1.99K0.00%+10+1.4%Added
Fortitude Family Office, LLC816$2.20K0.00%+386+89.8%Added