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, Q2 2021
Institutional positions in Office Properties Income Trust as of Jun 30, 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
- 198
- +8 vs. Q1 2021
- Shares held
- 37.1M
- +197.6K (+0.5%) vs. Q1 2021
- Total value
- $1.09B
- +$71.7M (+7.1%) vs. Q1 2021
- New holders
- 20
- 50 more added
- Sold out
- 12
- 79 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $320.8M |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 5 | $2.06K |
| Q3 2025 | 59 | $3.41M |
| Q2 2025 | 68 | $4.70M |
| Q1 2025 | 95 | $12.9M |
| Q4 2024 | 111 | $35.3M |
| Q3 2024 | 117 | $54.4M |
| Q2 2024 | 135 | $55.6M |
| Q1 2024 | 134 | $64.3M |
| Q4 2023 | 153 | $229.4M |
| Q3 2023 | 176 | $138.0M |
| Q2 2023 | 187 | $284.2M |
| Q1 2023 | 189 | $470.5M |
| Q4 2022 | 206 | $514.0M |
| Q3 2022 | 184 | $522.6M |
| Q2 2022 | 189 | $744.9M |
| Q1 2022 | 200 | $946.6M |
| Q4 2021 | 204 | $894.1M |
| Q3 2021 | 188 | $908.7M |
| Q2 2021 | 198 | $1.09B |
| Q1 2021 | 191 | $1.02B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $0 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 31 | $1.00K | 0.00% | −112−78.3% | Reduced |
| Globeflex Capital L P | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $1.00K | 0.00% | −7−20.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $1.00K | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 60 | $2.00K | 0.00% | +60 | New |
| Winch Advisory Services, LLC | 95 | $3.00K | 0.00% | +2+2.2% | Added |
| Quadrant Capital Group LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 150 | $4.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 181 | $5.00K | 0.00% | −52−22.3% | Reduced |
| Sageworth Trust Co | 200 | $6.00K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 279 | $8.00K | 0.00% | −30−9.7% | Reduced |
| First Horizon Advisors, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 318 | $9.00K | 0.00% | +318 | New |
| Sutton Wealth Advisors Inc. | 358 | $10.5K | 0.00% | +358 | New |
| Sound Income Strategies, LLC | 378 | $11.0K | 0.00% | −517−57.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 395 | $11.0K | 0.00% | +8+2.1% | Added |
| TSFG, LLC | 360 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 388 | $11.0K | 0.00% | +159+69.4% | Added |
| Geneos Wealth Management Inc. | 413 | $12.0K | 0.00% | +92+28.7% | Added |
| Costello Asset Management, INC | 450 | $13.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 451 | $13.0K | 0.00% | +135+42.7% | Added |
| TCI Wealth Advisors, Inc. | 460 | $13.0K | 0.00% | +375+441.2% | Added |
| Pacitti Group Inc. | 560 | $16.0K | 0.01% | −179−24.2% | Reduced |
| North Star Investment Management Corp. | 550 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 578 | $17.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 624 | $18.0K | 0.00% | −19,437−96.9% | Reduced |
| NEXT Financial Group, Inc | 733 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 750 | $22.0K | 0.00% | +750 | New |
| Atlas Private Wealth Advisors | 825 | $24.0K | 0.01% | −339−29.1% | Reduced |
| CWM, LLC | 815 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 866 | $26.0K | 0.02% | +866 | New |
| Eii Capital Management, Inc. | 996 | $29.0K | 0.01% | −2,557−72.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,407 | $41.0K | 0.01% | +2+0.1% | Added |
| Brewin Dolphin Ltd | 1,500 | $44.0K | 0.00% | +1,000+200.0% | Added |
| Proequities, Inc. | 1,677 | $49.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,750 | $51.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,931 | $57.0K | 0.00% | −59−3.0% | Reduced |
| Rocky Mountain Advisers, LLC | 3,265 | $96.0K | 0.12% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,276 | $96.0K | 0.00% | +862+35.7% | Added |
| Ameritas Investment Partners, Inc. | 3,755 | $110.0K | 0.00% | −437−10.4% | Reduced |
| Harvest Fund Management Co., Ltd | 4,021 | $118.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,087 | $120.0K | 0.00% | +4,087 | New |
| Tower Research Capital LLC (TRC) | 4,357 | $127.0K | 0.00% | −1,591−26.7% | Reduced |
| Belpointe Asset Management LLC | 4,323 | $127.0K | 0.01% | −1,422−24.8% | Reduced |
| Centaurus Financial, Inc. | 4,797 | $141.0K | 0.01% | −119−2.4% | Reduced |
| Harbour Investments, Inc. | 5,019 | $147.0K | 0.00% | −245−4.7% | Reduced |
| Group One Trading, L.P. | 5,022 | $147.0K | 0.00% | +5,022 | New |
| Eaton Vance Management | 5,129 | $150.0K | 0.00% | +4,940+2,613.8% | Added |
| Public Employees Retirement Association of Colorado | 6,414 | $188.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,869 | $201.0K | 0.00% | +416+6.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 7,059 | $207.0K | 0.07% | +7,059 | New |
| Cetera Advisors LLC | 7,202 | $211.0K | 0.00% | −169−2.3% | Reduced |
| Victory Capital Management Inc | 7,613 | $223.0K | 0.00% | −237−3.0% | Reduced |
| CSS LLC | 7,684 | $225.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,824 | $229.0K | 0.00% | −10.0% | Reduced |
| Everence Capital Management Inc | 8,140 | $239.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,731 | $255.0K | 0.03% | −240−2.7% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $259.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,908 | $261.0K | 0.00% | +8,908 | New |
| Arrow Investment Advisors, LLC | 9,372 | $275.0K | 0.17% | −2,523−21.2% | Reduced |
| SG Americas Securities, LLC | 9,648 | $283.0K | 0.00% | −8,879−47.9% | Reduced |
| Employees Retirement System of Texas | 9,717 | $285.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,996 | $293.0K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,170 | $298.0K | 0.00% | +10,170 | New |
| KBC Group NV | 10,364 | $304.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,417 | $305.0K | 0.00% | +1,127+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,579 | $310.0K | 0.00% | −228−2.1% | Reduced |
| Susquehanna International Group, LLP | 11,042 | $324.0K | 0.00% | +3,552+47.4% | Added |
| Daiwa Securities Group Inc. | 12,194 | $357.0K | 0.00% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 12,357 | $362.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 12,714 | $373.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,882 | $378.0K | 0.00% | −626−4.6% | Reduced |
| Quantinno Capital Management LP | 13,068 | $383.0K | 0.43% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,134 | $385.0K | 0.00% | −932−6.6% | Reduced |
| HSBC Holdings PLC | 13,137 | $387.0K | 0.00% | +3,426+35.3% | Added |
| ProShare Advisors LLC | 13,737 | $403.0K | 0.00% | −471−3.3% | Reduced |
| Jane Street Group, LLC | 13,977 | $410.0K | 0.00% | −2,618−15.8% | Reduced |
| Mercer Global Advisors Inc | 13,992 | $410.0K | 0.00% | +85+0.6% | Added |
| CWM Advisors, LLC | 13,992 | $410.0K | 0.05% | +424+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 14,560 | $427.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,844 | $435.0K | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 14,835 | $444.0K | 0.27% | +269+1.8% | Added |
| Handelsbanken Fonder AB | 15,479 | $454.0K | 0.00% | +4,600+42.3% | Added |
| MetLife Investment Management | 16,817 | $492.9K | 0.00% | −4,003−19.2% | Reduced |
| Alberta Investment Management Corp | 17,490 | $513.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,764 | $521.0K | 0.00% | +1,773+11.1% | Added |