Orion Properties Inc.: which funds bought and sold

Institutions that bought and sold Orion Properties shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 71 institutions that filed 13F reports for both quarters added to or opened positions in Orion Properties, and 72 cut or closed them. Together they added a net 2.3M shares, +9.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−19.6%); index fund managers were net buyers of 4.9M shares (+91.0%). 33 opened a new position and 27 sold out entirely.

Bought, Q2 2026 71 institutions, 33 of them new holders Sold, Q2 2026 72 institutions, 27 of them sold out

Net change, all compared +2.3M shares (+9.2%)

Net change, active managers −1.3M shares (−19.6%), 7 bought, 14 sold

Buyers versus sellers

institutions compared, 215

71 bought 72 72 sold

Active managers and hedge funds 7 bought · 14 sold · −1.3M

Index fund managers 9 bought · 0 sold · +4.9M

Other institutions 55 bought · 58 sold · −1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+2.9M +203.1%	4.4M	$12.7M
Geode Capital Management, LLC Index funds	+735K +124.4%	1.3M	$3.8M
Vanguard Portfolio Management LLC Index funds	+363K New position	363K	$1M
State Street Corp Index funds	+336K +141.2%	573K	$1.7M
Cambria Investment Management, L.P.	+324K New position	324K	$937,568
Marshall Wace, LLP Hedge fund	+317K +70.1%	768K	$2.2M
Northern Trust Corp Index funds	+295K +247.1%	415K	$1.2M
Two Sigma Investments, LP Hedge fund	+262K +58.8%	708K	$2M
Renaissance Technologies LLC Hedge fund	+160K +9.4%	1.9M	$5.4M
Bank Of New York Mellon Corp	+132K New position	132K	$381,334
Charles Schwab Investment Management Inc Index funds	+125K +39.7%	441K	$1.3M
Lazard Asset Management LLC Active manager	+112K New position	112K	$324,723
Goldman Sachs Group Inc	+95K +103.8%	187K	$541,658
Nuveen, LLC	+72K New position	72K	$207,918
Deutsche Bank Ag\	+52K +240.4%	74K	$214,450
Vanguard Capital Management LLC Index funds	+45K +1.9%	2.4M	$7M
Wells Fargo & Company	+45K +518.9%	54K	$154,790
Price T Rowe Associates Inc Active manager	+44K New position	44K	$128,000
Vanguard Fiduciary Trust Co Index funds	+42K +13.5%	355K	$1M
Axq Capital, LP	+42K New position	42K	$120,617

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+317K +70.1%	768K	$2.2M
Two Sigma Investments, LP Hedge fund	+262K +58.8%	708K	$2M
Renaissance Technologies LLC Hedge fund	+160K +9.4%	1.9M	$5.4M
Lazard Asset Management LLC Active manager	+112K New position	112K	$324,723
Price T Rowe Associates Inc Active manager	+44K New position	44K	$128,000
Jain Global LLC Hedge fund	+26K New position	26K	$74,649
Intech Investment Management LLC Active manager	+11K New position	11K	$32,354

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
J. Goldman & Co LP Hedge fund	−1.2M −47.1%	1.4M	$4M
Jane Street Group, LLC	−593K Sold out	0	—
Parkwood LLC	−450K −23.2%	1.5M	$4.3M
Rangeley Capital, LLC	−336K −36.8%	579K	$1.7M
D. E. Shaw & Co., Inc. Hedge fund	−248K −47.6%	273K	$790,048
Millennium Management LLC Hedge fund	−225K Sold out	0	—
683 Capital Management, LLC Hedge fund	−208K Sold out	0	—
Susquehanna International Group, LLP	−175K −83.0%	36K	$103,988
Citadel Advisors LLC Hedge fund	−145K Sold out	0	—
Xtx Topco Ltd	−84K −75.7%	27K	$78,273
Dimensional Fund Advisors LP	−74K −12.9%	498K	$1.4M
Samalin Investment Counsel, LLC	−68K −32.2%	143K	$413,962
Macquarie Group Ltd	−63K Sold out	0	—
Nomura Asset Management International Inc.	−63K Sold out	0	—
UBS Group AG	−60K −77.5%	17K	$49,975
Raymond James Financial Inc	−44K −14.7%	256K	$739,792
Barclays PLC	−44K −80.2%	11K	$31,113
Qube Research & Technologies Ltd Hedge fund	−40K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−39K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−39K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
J. Goldman & Co LP Hedge fund	−1.2M −47.1%	1.4M	$4M
D. E. Shaw & Co., Inc. Hedge fund	−248K −47.6%	273K	$790,048
Millennium Management LLC Hedge fund	−225K Sold out	0	—
683 Capital Management, LLC Hedge fund	−208K Sold out	0	—
Citadel Advisors LLC Hedge fund	−145K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−40K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−39K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−39K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−36K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−18K −20.3%	73K	$210,135

New positions

largest by value

Institution	Shares	Value June 30, 2026
Vanguard Portfolio Management LLCIndex funds	363K	$1M
Cambria Investment Management, L.P.	324K	$937,568
Bank Of New York Mellon Corp	132K	$381,334
Lazard Asset Management LLCActive manager	112K	$324,723
Nuveen, LLC	72K	$207,918
Price T Rowe Associates IncActive manager	44K	$128,000
Axq Capital, LP	42K	$120,617
Rhumbline AdvisersIndex funds	39K	$114,041
New York State Common Retirement Fund	28K	$81,209
Jain Global LLCHedge fund	26K	$74,649

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	593K	$1.3M
Millennium Management LLCHedge fund	225K	$484,255
683 Capital Management, LLCHedge fund	208K	$447,488
Citadel Advisors LLCHedge fund	145K	$311,389
Nomura Asset Management International Inc.	63K	$136,000
Macquarie Group Ltd	63K	$135,803
Qube Research & Technologies LtdHedge fund	40K	$86,417
Squarepoint Ops LLCHedge fund	39K	$84,218
Schonfeld Strategic Advisors LLCHedge fund	39K	$84,110
Catalyst Funds Management Pty Ltd	36K	$77,185

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 194
Ten largest holders: 74.0%
Index fund managers: 36.9%
Active managers and hedge funds: 19.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	14	4	8	−1.3M	−19.6%
Index fund managers	9	0	2	0	+4.9M	+91.0%
Other institutions	55	58	27	19	−1.2M	−9.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Orion Properties.

Only managers that filed a holdings report for both quarters are compared (215 here). 12 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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