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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 16,817 | $492.9K | 0.00% | −4,003−19.2% | Reduced |
| Handelsbanken Fonder AB | 15,479 | $454.0K | 0.00% | +4,600+42.3% | Added |
| H&H Retirement Design & Management INC | 14,835 | $444.0K | 0.27% | +269+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,844 | $435.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,560 | $427.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| ProShare Advisors LLC | 13,737 | $403.0K | 0.00% | −471−3.3% | Reduced |
| HSBC Holdings PLC | 13,137 | $387.0K | 0.00% | +3,426+35.3% | Added |
| Arizona State Retirement System | 13,134 | $385.0K | 0.00% | −932−6.6% | Reduced |
| Quantinno Capital Management LP | 13,068 | $383.0K | 0.43% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,882 | $378.0K | 0.00% | −626−4.6% | Reduced |
| Pensionfund Sabic | 12,714 | $373.0K | 0.08% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 12,357 | $362.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,194 | $357.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,042 | $324.0K | 0.00% | +3,552+47.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,579 | $310.0K | 0.00% | −228−2.1% | Reduced |
| Mackenzie Financial Corp | 10,417 | $305.0K | 0.00% | +1,127+12.1% | Added |
| KBC Group NV | 10,364 | $304.0K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,170 | $298.0K | 0.00% | +10,170 | New |
| State Board of Administration of Florida Retirement System | 9,996 | $293.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 9,717 | $285.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,648 | $283.0K | 0.00% | −8,879−47.9% | Reduced |
| Arrow Investment Advisors, LLC | 9,372 | $275.0K | 0.17% | −2,523−21.2% | Reduced |
| Private Advisor Group, LLC | 8,908 | $261.0K | 0.00% | +8,908 | New |
| Wolverine Asset Management LLC | 8,870 | $259.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,731 | $255.0K | 0.03% | −240−2.7% | Reduced |
| Everence Capital Management Inc | 8,140 | $239.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,824 | $229.0K | 0.00% | −10.0% | Reduced |
| CSS LLC | 7,684 | $225.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,613 | $223.0K | 0.00% | −237−3.0% | Reduced |
| Cetera Advisors LLC | 7,202 | $211.0K | 0.00% | −169−2.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,059 | $207.0K | 0.07% | +7,059 | New |
| Mutual of America Capital Management LLC | 6,869 | $201.0K | 0.00% | +416+6.4% | Added |
| Public Employees Retirement Association of Colorado | 6,414 | $188.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 5,129 | $150.0K | 0.00% | +4,940+2,613.8% | Added |
| 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 |
| Centaurus Financial, Inc. | 4,797 | $141.0K | 0.01% | −119−2.4% | Reduced |
| 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 |
| Advisory Services Network, LLC | 4,087 | $120.0K | 0.00% | +4,087 | New |
| Harvest Fund Management Co., Ltd | 4,021 | $118.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,755 | $110.0K | 0.00% | −437−10.4% | 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 |
| Van Eck Associates Corp | 1,931 | $57.0K | 0.00% | −59−3.0% | Reduced |
| Accel Wealth Management | 1,750 | $51.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,677 | $49.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,500 | $44.0K | 0.00% | +1,000+200.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,407 | $41.0K | 0.01% | +2+0.1% | Added |
| Rockefeller Capital Management L.P. | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 996 | $29.0K | 0.01% | −2,557−72.0% | Reduced |
| Wealth Quarterback LLC | 866 | $26.0K | 0.02% | +866 | New |
| Atlas Private Wealth Advisors | 825 | $24.0K | 0.01% | −339−29.1% | Reduced |
| CWM, LLC | 815 | $24.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 733 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 750 | $22.0K | 0.00% | +750 | New |
| Vestcor Inc | 624 | $18.0K | 0.00% | −19,437−96.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 578 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 413 | $12.0K | 0.00% | +92+28.7% | Added |
| 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 |
| Sutton Wealth Advisors Inc. | 358 | $10.5K | 0.00% | +358 | New |
| First Horizon Advisors, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 318 | $9.00K | 0.00% | +318 | New |
| Versant Capital Management, Inc | 279 | $8.00K | 0.00% | −30−9.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 200 | $6.00K | 0.00% | +200 | New |
| Spire Wealth Management | 181 | $5.00K | 0.00% | −52−22.3% | Reduced |
| American Portfolios Advisors | 150 | $4.40K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Man Group plc | 0 | $0 | 0.00% | −22,151−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,867−100.0% | Sold out |