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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 2026

Institutional positions in Orion Properties Inc. as of Jun 30, 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
199
+10 vs. Q1 2026
Shares held
28.0M
+2.32M (+9.1%) vs. Q1 2026
Total value
$80.8M
+$25.7M (+46.6%) vs. Q1 2026
New holders
38
38 more added
Sold out
28
46 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 199 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 2026: $80.8M
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 2026

Shares, value and share of portfolio for each institution holding Orion Properties Inc.; share changes are against Q1 2026.

Institutions holding ONL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC687$1.99K0.00%+593+630.9%Added
Simplex Trading, LLC555$1.60K0.00%+508+1,080.9%Added
Jones Financial Companies LLLP505$1.47K0.00%+17+3.5%Added
Ameritas Advisory Services, LLC477$1.38K0.00%+477New
Northwestern Mutual Wealth Management Co440$1.27K0.00%−16−3.5%Reduced
Fortitude Family Office, LLC430$1.24K0.00%00.0%Unchanged
LRI Investments, LLC428$1.24K0.00%−35−7.6%Reduced
Rockefeller Capital Management L.P.357$1.03K0.00%+35+10.9%Added
Bullock Wealth Management Group294$8420.00%00.0%Unchanged
EverSource Wealth Advisors, LLC285$8240.00%−2,764−90.7%Reduced
Basecamp Wealth Advisors LLC263$7600.00%00.0%Unchanged
Financial Perspectives, Inc201$5810.00%00.0%Unchanged
Assetmark, Inc200$5780.00%+200New
IFG Advisory, LLC190$5500.00%+121+175.4%Added
NBC Securities, Inc.178$5140.00%+1+0.6%Added
Global Retirement Partners, LLC175$5060.00%+175New
Tidemark, LLC167$4830.00%00.0%Unchanged
US Bancorp162$4680.00%+10+6.6%Added
Compagnie Lombard Odier SCmA150$4340.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.140$4050.00%00.0%Unchanged
Mather Group, LLC.122$3530.00%00.0%Unchanged
Atlantic Union Bankshares Corp110$3180.00%00.0%Unchanged
GWM Advisors LLC110$3170.00%−6−5.2%Reduced
Premier Financial Group100$2890.00%+100New
Southern Michigan Bank & Trust98$2830.00%00.0%Unchanged
Fortis Group Advisors, LLC95$2750.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.87$2510.00%−25−22.3%Reduced
Indiana Trust & Investment Management CO87$2510.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$2260.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.76$2090.00%+5+7.0%Added
HM Payson & Co71$2060.00%00.0%Unchanged
Signaturefd, LLC68$1970.00%00.0%Unchanged
International Assets Investment Management, LLC68$1940.00%00.0%Unchanged
National Bank of Canada63$1820.00%00.0%Unchanged
Private Trust Co NA60$1730.00%00.0%Unchanged
Anchor Investment Management, LLC57$1660.00%00.0%Unchanged
Pacifica Partners Inc.53$1500.00%00.0%Unchanged
Darwin Advisors, LLC50$1470.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.50$1450.00%00.0%Unchanged
Pinnacle Bancorp, Inc.50$1450.00%00.0%Unchanged
First Horizon Corp50$1450.00%+50New
Transamerica Financial Advisors, Inc.42$1220.00%00.0%Unchanged
AdvisorNet Financial, Inc35$1010.00%−2−5.4%Reduced
CoreCap Advisors, LLC35$1000.00%−2−5.4%Reduced
Strengthening Families & Communities, LLC34$980.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA30$870.00%00.0%Unchanged
Barrett & Company, Inc.28$810.00%00.0%Unchanged
Golden State Wealth Management, LLC24$710.00%−100−80.6%Reduced
Investors Research Corp24$690.00%00.0%Unchanged
Creative Capital Management Investments LLC22$640.00%00.0%Unchanged
Wolff Wiese Magana LLC21$600.00%00.0%Unchanged
Continuum Advisory, LLC20$580.00%+20New
St Germain D J Co Inc18$530.00%00.0%Unchanged
Bare Financial Services, Inc17$490.00%00.0%Unchanged
Smartleaf Asset Management LLC15$450.00%00.0%Unchanged
Insight Financial Services15$430.00%00.0%Unchanged
Vision Retirement, LLC15$430.00%00.0%Unchanged
Bravera Wealth15$430.00%+15New
Compass Financial Management LLC14$410.00%+14New
Ronald Blue Trust, Inc.14$400.00%00.0%Unchanged
Sunrise Financial Services, LLC14$400.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$380.00%00.0%Unchanged
First National Bank13$380.00%+13New
Financial Gravity Companies, Inc.12$350.00%+12New
Allied Private Wealth LLC11$310.00%+11New
BOK Financial Private Wealth, Inc.0$300.00%0Unchanged
Boyd Watterson Asset Management LLC10$290.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$290.00%00.0%Unchanged
Triumph Capital Management10$290.00%00.0%Unchanged
Salomon & Ludwin, LLC10$290.00%00.0%Unchanged
Hilton Head Capital Partners, LLC10$290.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.10$290.00%00.0%Unchanged
Westend Capital Management, LLC10$290.00%+10New
Highline Wealth Partners LLC10$290.00%+10New
Millstone Evans Group, LLC9$260.00%00.0%Unchanged
Tounjian Advisory Partners, LLC9$250.00%+9New
Larson Financial Group LLC8$230.00%−2,529−99.7%Reduced
Align Financial, LLC8$230.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd8$230.00%+6+300.0%Added
Markowski Investments8$230.00%+8New
Clearstead Advisors, LLC7$210.00%+7New
Medallion Wealth Advisors, LLC7$200.00%−23−76.7%Reduced
Country Trust Bank6$170.00%00.0%Unchanged
Parallel Advisors, LLC6$170.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$150.00%00.0%Unchanged
Quaker Wealth Management, LLC5$150.00%+5New
Park Place Capital Corp5$140.00%00.0%Unchanged
Optiver Holding B.V.4$120.00%−832−99.5%Reduced
Farmers & Merchants Investments Inc4$120.00%−34−89.5%Reduced
Quent Capital, LLC4$120.00%00.0%Unchanged
SHP Wealth Management3$90.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$90.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc3$80.00%−3−50.0%Reduced
RMG Wealth Management LLC3$80.00%+3New
UMA Financial Services, Inc.2$60.00%00.0%Unchanged
Westside Investment Management, Inc.2$60.00%+2New
Federation des caisses Desjardins du Quebec1$30.00%00.0%Unchanged
TSFG, LLC1$00.00%00.0%Unchanged
Merrithew & Thorsten Inc150$00.00%+1+0.7%Added
Jane Street Group, LLC0$00.00%−593,002−100.0%Sold out