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Office Properties Income Trust

OPI
Exchange
Nasdaq
Industry
Real Estate
SEC CIK
0001456772

In the last 90 days, Office Properties Income Trust insiders filed 0 open-market purchases and 3 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $320.8M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Office Properties Income Trust as of Mar 31, 2021. 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
191
No complete 13F data for Q4 2020
Shares held
37.1M
No complete 13F data for Q4 2020
Total value
$1.02B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OPI 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 2021: 191 institutions
Q1 2021: 191 institutionsQ2 2021: 198 institutionsQ3 2021: 188 institutionsQ4 2021: 204 institutionsQ1 2022: 200 institutionsQ2 2022: 189 institutionsQ3 2022: 184 institutionsQ4 2022: 206 institutionsQ1 2023: 189 institutionsQ2 2023: 187 institutionsQ3 2023: 176 institutionsQ4 2023: 153 institutionsQ1 2024: 134 institutionsQ2 2024: 135 institutionsQ3 2024: 117 institutionsQ4 2024: 111 institutionsQ1 2025: 95 institutionsQ2 2025: 68 institutionsQ3 2025: 59 institutionsQ4 2025: 5 institutionsQ1 2026: 0 institutionsQ2 2026: 35 institutions
Value heldQ1 2021: $1.02B
Q1 2021: $1.02BQ2 2021: $1.09BQ3 2021: $908.7MQ4 2021: $894.1MQ1 2022: $946.6MQ2 2022: $744.9MQ3 2022: $522.6MQ4 2022: $514.0MQ1 2023: $470.5MQ2 2023: $284.2MQ3 2023: $138.0MQ4 2023: $229.4MQ1 2024: $64.3MQ2 2024: $55.6MQ3 2024: $54.4MQ4 2024: $35.3MQ1 2025: $12.9MQ2 2025: $4.70MQ3 2025: $3.41MQ4 2025: $2.06KQ1 2026: $0Q2 2026: $320.8M
Institutions holding OPI and their total value by quarter
QuarterHoldersValue
Q2 202635$320.8M
Q1 20260$0
Q4 20255$2.06K
Q3 202559$3.41M
Q2 202568$4.70M
Q1 202595$12.9M
Q4 2024111$35.3M
Q3 2024117$54.4M
Q2 2024135$55.6M
Q1 2024134$64.3M
Q4 2023153$229.4M
Q3 2023176$138.0M
Q2 2023187$284.2M
Q1 2023189$470.5M
Q4 2022206$514.0M
Q3 2022184$522.6M
Q2 2022189$744.9M
Q1 2022200$946.6M
Q4 2021204$894.1M
Q3 2021188$908.7M
Q2 2021198$1.09B
Q1 2021191$1.02B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Office Properties Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OPI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC6$00.00%––
Toronto Dominion Bank1$00.00%––
Fieldpoint Private Securities, LLC1$00.00%––
Globeflex Capital L P49$1.00K0.00%––
ClariVest Asset Management LLC44$1.00K0.00%––
IFP Advisors, Inc32$1.00K0.00%––
Jacobi Capital Management LLC32$1.00K0.00%––
Aua Capital Management, LLC35$1.00K0.00%––
GPS Wealth Strategies Group, LLC50$1.00K0.00%––
Graves-Light Private Wealth Management, Inc.48$1.00K0.00%––
Huntington National Bank62$2.00K0.00%––
AdvisorNet Financial, Inc70$2.00K0.00%––
Sonora Investment Management, LLC75$2.00K0.00%––
Asset Dedication, LLC59$2.00K0.00%––
Baystate Wealth Management LLC60$2.00K0.00%––
TCI Wealth Advisors, Inc.85$2.00K0.00%––
Winch Advisory Services, LLC93$3.00K0.00%––
Quadrant Capital Group LLC110$3.00K0.00%––
Ameritas Investment Company, LLC130$3.58K0.00%––
Whittier Trust Co of Nevada Inc143$4.00K0.00%––
CoreFirst Bank & Trust135$4.00K0.00%––
American Portfolios Advisors150$4.13K0.00%––
Eaton Vance Management189$5.00K0.00%––
Loomis Sayles & Co L P229$6.00K0.00%––
Spire Wealth Management233$6.00K0.00%––
Newbridge Financial Services Group, Inc.250$7.00K0.01%––
First Horizon Advisors, Inc.300$8.00K0.00%––
Geneos Wealth Management Inc.321$8.00K0.00%––
Meeder Asset Management Inc316$9.00K0.00%––
Carroll Financial Associates, Inc.354$9.00K0.00%––
Versant Capital Management, Inc309$9.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC387$10.0K0.00%––
TSFG, LLC360$10.0K0.01%––
Costello Asset Management, INC450$12.0K0.01%––
Brewin Dolphin Ltd500$13.8K0.00%––
Grandview Asset Management LLC500$14.0K0.01%––
North Star Investment Management Corp.550$15.0K0.00%––
Joseph P. Lucia & Associates, LLC578$16.0K0.01%––
Certified Advisory Corp658$18.0K0.00%––
Valeo Financial Advisors, LLC675$19.0K0.00%––
NEXT Financial Group, Inc733$20.0K0.00%––
Pacitti Group Inc.739$20.0K0.01%––
CWM, LLC815$24.0K0.00%––
Sound Income Strategies, LLC895$24.6K0.00%––
Atlas Private Wealth Advisors1,164$32.0K0.02%––
Rockefeller Capital Management L.P.1,200$33.0K0.00%––
Patriot Financial Group Insurance Agency, LLC1,405$39.0K0.01%––
Proequities, Inc.1,677$46.0K0.00%––
Accel Wealth Management1,750$48.0K0.04%––
Van Eck Associates Corp1,990$55.0K0.00%––
Schroder Investment Management Group2,414$66.0K0.00%––
Rocky Mountain Advisers, LLC3,265$90.0K0.13%––
Eii Capital Management, Inc.3,553$98.0K0.05%––
Harvest Fund Management Co., Ltd4,021$110.0K0.01%––
Assetmark, Inc4,091$113.0K0.00%––
Ameritas Investment Partners, Inc.4,192$115.0K0.00%––
Centaurus Financial, Inc.4,916$135.0K0.01%––
Harbour Investments, Inc.5,264$145.0K0.01%––
Belpointe Asset Management LLC5,745$159.0K0.01%––
Tower Research Capital LLC (TRC)5,948$163.0K0.00%––
Public Employees Retirement Association of Colorado6,414$177.0K0.00%––
Mutual of America Capital Management LLC6,453$178.0K0.00%––
Cetera Advisors LLC7,371$203.0K0.01%––
Susquehanna International Group, LLP7,490$206.0K0.00%––
CSS LLC7,684$211.0K0.01%––
The PNC Financial Services Group, Inc.7,825$216.0K0.00%––
Victory Capital Management Inc7,850$216.0K0.00%––
XTX Topco Ltd8,093$223.0K0.11%––
Everence Capital Management Inc8,140$224.0K0.02%––
Wolverine Asset Management LLC8,870$244.0K0.00%––
Western Wealth Management, LLC8,971$247.0K0.03%––
Mackenzie Financial Corp9,290$256.0K0.00%––
Employees Retirement System of Texas9,717$267.0K0.00%––
HSBC Holdings PLC9,711$269.0K0.00%––
State Board of Administration of Florida Retirement System9,996$275.0K0.00%––
KBC Group NV10,364$285.0K0.00%––
Pictet Asset Management Ltd10,567$291.0K0.00%––
Cambridge Investment Research Advisors, Inc.10,807$297.0K0.00%––
Handelsbanken Fonder AB10,879$299.0K0.00%––
Arrow Investment Advisors, LLC11,895$327.0K0.23%––
Daiwa Securities Group Inc.12,194$336.0K0.00%––
AMP Capital Investors Ltd12,357$340.0K0.00%––
Pensionfund Sabic12,714$350.0K0.08%––
Quantinno Capital Management LP13,068$360.0K0.39%––
Stifel Financial Corp13,508$372.0K0.00%––
CWM Advisors, LLC13,568$373.0K0.06%––
Squarepoint Ops LLC13,867$382.0K0.00%––
Mercer Global Advisors Inc13,907$383.0K0.00%––
Arizona State Retirement System14,066$387.0K0.00%––
ProShare Advisors LLC14,208$391.0K0.00%––
Teachers Retirement System of the State of Kentucky14,560$401.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)14,844$409.0K0.00%––
H&H Retirement Design & Management INC14,566$411.0K0.25%––
Advisor Group Holdings, Inc.15,792$434.0K0.00%––
Raymond James & Associates15,991$440.0K0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.16,576$456.0K0.00%––
Jane Street Group, LLC16,595$457.0K0.00%––
Citadel Advisors LLC17,337$477.0K0.00%––
Alberta Investment Management Corp17,490$481.0K0.00%––
SG Americas Securities, LLC18,527$510.0K0.00%––