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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, 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.

Institutional holdersQ2 2021: 198 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 heldQ2 2021: $1.09B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2021.

Institutions holding OPI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Martingale Asset Management L P17,927$526.0K0.01%−7,695−30.0%Reduced
Cubist Systematic Strategies, LLC17,983$527.0K0.01%+17,983New
Metropolitan Life Insurance Co18,012$527.9K0.01%−1,137−5.9%Reduced
Pictet Asset Management Ltd18,607$545.0K0.00%+8,040+76.1%Added
Envestnet Asset Management Inc18,732$549.0K0.00%+154+0.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.19,250$564.0K0.00%+2,674+16.1%Added
Oregon Public Employees Retirement Fund19,704$578.0K0.01%00.0%Unchanged
Voya Investment Management LLC19,894$583.0K0.00%−1,226−5.8%Reduced
IndexIQ Advisors LLC20,079$589.0K0.02%+1,280+6.8%Added
Boston Partners20,180$591.0K0.00%−15,007−42.6%Reduced
Jacobs Levy Equity Management, Inc20,311$595.0K0.00%+20,311New
Louisiana State Employees Retirement System21,800$639.0K0.02%−200−0.9%Reduced
O'Shaughnessy Asset Management, LLC22,864$670.0K0.01%−8,828−27.9%Reduced
Amalgamated Bank23,815$698.0K0.01%+23,815New
California Public Employees Retirement System23,895$700.0K0.00%−73,905−75.6%Reduced
Caxton Associates LP23,991$703.0K0.09%+4,101+20.6%Added
Cutter & CO Brokerage, Inc.24,873$729.0K0.17%−440−1.7%Reduced
Alps Advisors Inc25,319$742.0K0.01%+969+4.0%Added
Millennium Management LLC26,077$764.0K0.00%+26,077New
Guggenheim Capital LLC26,281$770.0K0.00%+7,686+41.3%Added
Advisor Group Holdings, Inc.26,506$777.0K0.00%+10,714+67.8%Added
Price T Rowe Associates Inc27,543$807.0K0.00%+923+3.5%Added
Bank of Montreal27,661$812.0K0.00%+2,933+11.9%Added
Manufacturers Life Insurance Company, The28,220$827.0K0.00%+925+3.4%Added
State of Tennessee, Treasury Department29,458$864.0K0.00%00.0%Unchanged
American International Group, Inc.31,136$913.0K0.00%−760−2.4%Reduced
Susquehanna Fundamental Investments, LLC31,153$913.0K0.02%00.0%Unchanged
Royal Bank of Canada31,338$918.0K0.00%−18,018−36.5%Reduced
Wells Fargo & Company32,632$956.0K0.00%−38,819−54.3%Reduced
Diligent Investors, LLC33,523$983.0K0.33%−2,307−6.4%Reduced
Texas Permanent School Fund36,008$1.05M0.01%−90−0.2%Reduced
LPL Financial LLC36,582$1.07M0.00%+1,573+4.5%Added
Capital Investment Advisors, LLC36,857$1.08M0.04%−459−1.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,080$1.09M0.01%−183−0.5%Reduced
Nomura Asset Management Co Ltd37,900$1.11M0.01%00.0%Unchanged
Thrivent Financial for Lutherans39,500$1.16M0.00%−192−0.5%Reduced
Pensionfund DSM Netherlands39,708$1.16M0.15%00.0%Unchanged
Comerica Bank45,215$1.18M0.01%−3,541−7.3%Reduced
New York State Common Retirement Fund41,615$1.22M0.00%+397+1.0%Added
BNP Paribas Arbitrage, SA42,019$1.23M0.00%−1,463−3.4%Reduced
Camelot Portfolios, LLC42,223$1.24M0.50%−322−0.8%Reduced
Nisa Investment Advisors, LLC46,097$1.35M0.01%−1,167−2.5%Reduced
Panagora Asset Management Inc46,326$1.36M0.01%+46,326New
Ensign Peak Advisors, Inc50,300$1.47M0.00%00.0%Unchanged
Barclays PLC50,665$1.49M0.00%−48,847−49.1%Reduced
State of Alaska, Department of Revenue53,390$1.56M0.02%+2,197+4.3%Added
Public Employees Retirement System of Ohio53,795$1.58M0.01%−4,737−8.1%Reduced
Deutsche Bank AG54,139$1.59M0.00%−40,054−42.5%Reduced
UBS Group AG54,308$1.59M0.00%−18,237−25.1%Reduced
Natixis57,759$1.69M0.01%00.0%Unchanged
Citadel Advisors LLC58,542$1.72M0.00%+41,205+237.7%Added
Macquarie Group Ltd60,316$1.77M0.00%−3,258−5.1%Reduced
New York State Teachers Retirement System64,031$1.88M0.00%−50.0%Reduced
STRS Ohio64,894$1.90M0.01%−3,545−5.2%Reduced
California State Teachers Retirement System66,006$1.94M0.00%−6,131−8.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.69,623$2.04M0.00%−7,614−9.9%Reduced
Great West Life Assurance Co71,935$2.11M0.00%−1,160−1.6%Reduced
Huber Capital Management LLC76,851$2.25M0.57%−12,300−13.8%Reduced
Asset Management One Co.,Ltd.80,669$2.36M0.01%−5,580−6.5%Reduced
Citigroup Inc89,609$2.63M0.00%+22,841+34.2%Added
Goldman Sachs Group Inc94,339$2.77M0.00%−2,877−3.0%Reduced
Public Sector Pension Investment Board98,735$2.89M0.02%−9,525−8.8%Reduced
Alliancebernstein L.P.98,810$2.90M0.00%+6,113+6.6%Added
AQR Capital Management LLC98,994$2.90M0.01%+6,720+7.3%Added
Bank of America Corp102,064$2.99M0.00%−64,929−38.9%Reduced
Virginia Retirement Systems Et Al103,200$3.02M0.03%00.0%Unchanged
Credit Suisse AG105,639$3.10M0.00%−5,709−5.1%Reduced
Swiss National Bank106,533$3.12M0.00%−3,900−3.5%Reduced
Russell Investments Group, Ltd.119,913$3.51M0.01%−77,701−39.3%Reduced
Arrowstreet Capital, Limited Partnership133,415$3.91M0.00%+133,415New
Parametric Portfolio Associates LLC149,349$4.38M0.00%+15,477+11.6%Added
Rhumbline Advisers168,411$4.94M0.01%−8,721−4.9%Reduced
Nuveen Asset Management, LLC202,225$5.93M0.00%−114,117−36.1%Reduced
Ameriprise Financial Inc228,454$6.70M0.00%+1,054+0.5%Added
UBS Asset Management Americas Inc231,065$6.77M0.00%−10,018−4.2%Reduced
Prudential Financial Inc239,142$7.01M0.01%+1,546+0.7%Added
Garner Asset Management Corp255,614$7.49M3.62%+43,146+20.3%Added
LDR Capital Management LLC281,053$8.24M5.17%−450.0%Reduced
Mirae Asset Global Investments Co., Ltd.301,247$8.83M0.02%−1,304−0.4%Reduced
Morgan Stanley333,254$9.77M0.00%+196,442+143.6%Added
Principal Financial Group Inc334,381$9.80M0.01%+2,273+0.7%Added
Amundi362,988$10.7M0.01%+362,988New
Quinn Opportunity Partners LLC393,193$11.5M0.72%00.0%Unchanged
Legal & General Group Plc398,053$11.7M0.00%−39,107−8.9%Reduced
Norges Bank464,786$13.6M0.00%−50,507−9.8%Reduced
JPMorgan Chase & Co484,090$14.2M0.00%+19,511+4.2%Added
Fuller & Thaler Asset Management, Inc.503,626$14.8M0.10%+1,274+0.3%Added
Northern Trust Corp745,837$21.9M0.00%−16,944−2.2%Reduced
Bank of New York Mellon Corp778,679$22.8M0.00%−19,265−2.4%Reduced
Invesco Ltd.863,609$25.3M0.01%+82,000+10.5%Added
Dimensional Fund Advisors LP894,770$26.2M0.01%−48,267−5.1%Reduced
Charles Schwab Investment Management Inc955,817$28.0M0.01%+10,675+1.1%Added
Geode Capital Management, LLC992,671$29.1M0.00%+79,167+8.7%Added
Massachusetts Financial Services Co1,121,818$32.9M0.01%−135,502−10.8%Reduced
LSV Asset Management2,121,829$62.2M0.11%−33,977−1.6%Reduced
State Street Corp2,603,201$76.3M0.00%+13,498+0.5%Added
Vanguard Group Inc7,853,229$230.2M0.01%+83,683+1.1%Added
BlackRock Inc.8,946,725$262.2M0.01%−97,263−1.1%Reduced
Man Group plc0$00.00%−22,151−100.0%Sold out
Squarepoint Ops LLC0$00.00%−13,867−100.0%Sold out