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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 2026

Institutional positions in Orion Properties Inc. as of Mar 31, 2026. 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
193
+2 vs. Q4 2025
Shares held
25.6M
+2.16M (+9.2%) vs. Q4 2025
Total value
$55.1M
+$2.06M (+3.9%) vs. Q4 2025
New holders
24
35 more added
Sold out
22
54 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 193 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 2026: $55.1M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q4 2025.

Institutions holding ONL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.25$00.00%−88−77.9%Reduced
TSFG, LLC1$00.00%00.0%Unchanged
Merrithew & Thorsten Inc149$00.00%+2+1.4%Added
Federation des caisses Desjardins du Quebec1$20.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.1$20.00%+1New
Caitong International Asset Management Co., Ltd2$40.00%+2New
UMA Financial Services, Inc.2$50.00%00.0%Unchanged
SHP Wealth Management3$60.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$60.00%00.0%Unchanged
Golden State Equity Partners3$60.00%+3New
Quent Capital, LLC4$90.00%00.0%Unchanged
Whipplewood Advisors, LLC4$90.00%+4New
Cherry Tree Wealth Management, LLC5$110.00%00.0%Unchanged
Park Place Capital Corp5$110.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc6$130.00%−17−73.9%Reduced
Country Trust Bank6$130.00%00.0%Unchanged
Parallel Advisors, LLC6$130.00%00.0%Unchanged
Align Financial, LLC8$170.00%−10−55.6%Reduced
Millstone Evans Group, LLC9$190.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.10$210.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$220.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$220.00%00.0%Unchanged
IFP Advisors, Inc10$220.00%00.0%Unchanged
Triumph Capital Management10$220.00%00.0%Unchanged
Salomon & Ludwin, LLC10$220.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$220.00%00.0%Unchanged
Hilton Head Capital Partners, LLC10$220.00%00.0%Unchanged
Sofos Investments, Inc.12$260.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$280.00%00.0%Unchanged
Sunrise Financial Services, LLC14$300.00%00.0%Unchanged
Ronald Blue Trust, Inc.14$300.00%+8+133.3%Added
BOK Financial Private Wealth, Inc.0$300.00%0New
Smartleaf Asset Management LLC15$300.00%+15New
Vision Retirement, LLC15$320.00%00.0%Unchanged
Insight Financial Services15$320.00%00.0%Unchanged
Bare Financial Services, Inc17$370.00%00.0%Unchanged
St Germain D J Co Inc18$390.00%00.0%Unchanged
Wolff Wiese Magana LLC21$450.00%+1+5.0%Added
Creative Capital Management Investments LLC22$470.00%00.0%Unchanged
Investors Research Corp24$520.00%00.0%Unchanged
Barrett & Company, Inc.28$600.00%00.0%Unchanged
Root Financial Partners, LLC29$620.00%−9−23.7%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$640.00%00.0%Unchanged
Medallion Wealth Advisors, LLC30$640.00%00.0%Unchanged
Strengthening Families & Communities, LLC34$720.00%+1+3.0%Added
AdvisorNet Financial, Inc37$800.00%00.0%Unchanged
CoreCap Advisors, LLC37$800.00%00.0%Unchanged
Farmers & Merchants Investments Inc38$820.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.42$910.00%−42−50.0%Reduced
McIlrath & Eck, LLC46$990.00%−7−13.2%Reduced
Simplex Trading, LLC47$1010.00%−190−80.2%Reduced
Mirae Asset Global Investments Co., Ltd.50$1080.00%00.0%Unchanged
Pinnacle Bancorp, Inc.50$1080.00%00.0%Unchanged
Darwin Advisors, LLC50$1090.00%00.0%Unchanged
Pacifica Partners Inc.53$1140.00%00.0%Unchanged
Anchor Investment Management, LLC57$1220.00%+1+1.8%Added
Private Trust Co NA60$1290.00%00.0%Unchanged
Advisory Services Network, LLC62$1330.00%+62New
National Bank of Canada63$1350.00%00.0%Unchanged
Scarborough Advisors, LLC67$1450.00%00.0%Unchanged
Signaturefd, LLC68$1460.00%00.0%Unchanged
International Assets Investment Management, LLC68$1470.00%−19−21.8%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.71$1480.00%−7−9.0%Reduced
IFG Advisory, LLC69$1480.00%+69New
Huntington National Bank70$1510.00%+70New
HM Payson & Co71$1540.00%+1+1.4%Added
JFS Wealth Advisors, LLC78$1680.00%00.0%Unchanged
Indiana Trust & Investment Management CO87$1870.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC94$2020.00%00.0%Unchanged
Fortis Group Advisors, LLC95$2040.00%00.0%Unchanged
Southern Michigan Bank & Trust98$2110.00%+98New
Atlantic Union Bankshares Corp110$2370.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.112$2410.00%00.0%Unchanged
GWM Advisors LLC116$2510.00%−1−0.9%Reduced
Mather Group, LLC.122$2620.00%+122New
Golden State Wealth Management, LLC124$2680.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.140$3010.00%00.0%Unchanged
Sound Income Strategies, LLC147$3180.00%00.0%Unchanged
Compagnie Lombard Odier SCmA150$3230.00%00.0%Unchanged
US Bancorp152$3270.00%00.0%Unchanged
Tidemark, LLC167$3590.00%00.0%Unchanged
NBC Securities, Inc.177$3810.00%00.0%Unchanged
Cornerstone Financial Management LLC200$4300.00%00.0%Unchanged
Financial Perspectives, Inc201$4320.00%00.0%Unchanged
MAI Capital Management210$4520.00%00.0%Unchanged
Basecamp Wealth Advisors LLC263$5650.00%00.0%Unchanged
BNP Paribas Arbitrage, SA270$5800.00%−115−29.9%Reduced
Bullock Wealth Management Group294$6360.00%00.0%Unchanged
Rockefeller Capital Management L.P.322$6940.00%−11−3.3%Reduced
Fortitude Family Office, LLC430$9250.00%00.0%Unchanged
Sunbelt Securities, Inc.433$9320.00%00.0%Unchanged
Jones Financial Companies LLLP488$9420.00%+71+17.0%Added
Northwestern Mutual Wealth Management Co456$9800.00%+19+4.3%Added
LRI Investments, LLC463$9950.00%−50−9.7%Reduced
Tower Research Capital LLC (TRC)646$1.39K0.00%−11,190−94.5%Reduced
Massmutual Trust Co FSB727$1.56K0.00%00.0%Unchanged
Group One Trading, L.P.826$1.78K0.00%+296+55.8%Added
Optiver Holding B.V.836$1.80K0.00%00.0%Unchanged
JPMorgan Chase & Co932$1.84K0.00%−173−15.7%Reduced
Harbour Investments, Inc.912$1.96K0.00%+590+183.2%Added