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, Q3 2021
Institutional positions in Office Properties Income Trust as of Sep 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
- 188
- −7 vs. Q2 2021
- Shares held
- 35.9M
- −1.21M (−3.3%) vs. Q2 2021
- Total value
- $908.7M
- −$177.9M (−16.4%) vs. Q2 2021
- New holders
- 16
- 51 more added
- Sold out
- 23
- 74 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | +2+200.0% | Added |
| Fieldpoint Private Securities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Globeflex Capital L P | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $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% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Eaton Vance Management | 5,137 | $2.00K | 0.00% | +8+0.2% | Added |
| Winch Advisory Services, LLC | 97 | $2.00K | 0.00% | +2+2.1% | Added |
| AdvisorNet Financial, Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 162 | $2.00K | 0.00% | +162 | New |
| CoreFirst Bank & Trust | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 140 | $4.00K | 0.00% | −610−81.3% | Reduced |
| Versant Capital Management, Inc | 149 | $4.00K | 0.00% | −130−46.6% | Reduced |
| Sageworth Trust Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 181 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 217 | $5.50K | 0.00% | +217 | New |
| Newbridge Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 291 | $7.37K | 0.00% | +141+94.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 318 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 360 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 378 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 450 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 467 | $12.0K | 0.00% | +467 | New |
| Sutton Wealth Advisors Inc. | 481 | $12.2K | 0.00% | +123+34.4% | Added |
| Meeder Asset Management Inc | 505 | $13.0K | 0.00% | +54+12.0% | Added |
| Russell Investments Group, Ltd. | 555 | $14.0K | 0.00% | −119,358−99.5% | Reduced |
| North Star Investment Management Corp. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 560 | $14.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 578 | $15.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 608 | $15.0K | 0.00% | +220+56.7% | Added |
| Fifth Third Bancorp | 608 | $15.0K | 0.00% | +608 | New |
| Geneos Wealth Management Inc. | 654 | $16.0K | 0.00% | +241+58.4% | Added |
| Proequities, Inc. | 689 | $17.0K | 0.00% | −988−58.9% | Reduced |
| Atlas Private Wealth Advisors | 745 | $19.0K | 0.01% | −80−9.7% | Reduced |
| NEXT Financial Group, Inc | 805 | $21.0K | 0.00% | +72+9.8% | Added |
| Wealth Quarterback LLC | 883 | $23.0K | 0.02% | +17+2.0% | Added |
| Eii Capital Management, Inc. | 996 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,365 | $34.0K | 0.00% | +165+13.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,409 | $36.0K | 0.01% | +2+0.1% | Added |
| Brewin Dolphin Ltd | 1,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,740 | $44.0K | 0.00% | −2,617−60.1% | Reduced |
| Accel Wealth Management | 1,750 | $44.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,265 | $57.0K | 0.07% | −1,000−30.6% | Reduced |
| Van Eck Associates Corp | 2,233 | $57.0K | 0.00% | +302+15.6% | Added |
| Group One Trading, L.P. | 2,984 | $76.0K | 0.00% | −2,038−40.6% | Reduced |
| Penserra Capital Management LLC | 3,243 | $82.0K | 0.00% | +3,243 | New |
| Ameritas Investment Partners, Inc. | 3,755 | $95.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,804 | $122.0K | 0.01% | +7+0.1% | Added |
| Harbour Investments, Inc. | 4,974 | $126.0K | 0.00% | −45−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $162.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,445 | $163.0K | 0.00% | −424−6.2% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $224.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,838 | $224.0K | 0.00% | +8,838 | New |
| Schroder Investment Management Group | 9,149 | $232.0K | 0.00% | +5,873+179.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,436 | $239.0K | 0.00% | −1,143−10.8% | Reduced |
| First Trust Advisors LP | 9,688 | $245.0K | 0.00% | +9,688 | New |
| Standard Life Aberdeen plc | 9,720 | $246.0K | 0.00% | −450−4.4% | Reduced |
| Employees Retirement System of Texas | 9,717 | $246.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,840 | $249.0K | 0.00% | +2,016+25.8% | Added |
| State Board of Administration of Florida Retirement System | 9,996 | $253.0K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 10,250 | $260.0K | 0.17% | +878+9.4% | Added |
| Cetera Advisors LLC | 10,328 | $262.0K | 0.01% | +3,126+43.4% | Added |
| KBC Group NV | 10,364 | $263.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,356 | $313.0K | 0.00% | +162+1.3% | Added |
| Stifel Financial Corp | 12,442 | $315.0K | 0.00% | −440−3.4% | Reduced |
| Mackenzie Financial Corp | 12,494 | $316.0K | 0.00% | +2,077+19.9% | Added |
| HRT Financial LP | 12,527 | $317.0K | 0.00% | +12,527 | New |
| Pensionfund Sabic | 12,714 | $322.0K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,790 | $324.0K | 0.03% | +4,650+57.1% | Added |
| Guggenheim Capital LLC | 13,008 | $330.0K | 0.00% | −13,273−50.5% | Reduced |
| Quantinno Capital Management LP | 13,068 | $331.0K | 0.37% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,162 | $333.0K | 0.00% | +28+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 14,560 | $369.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,628 | $371.0K | 0.00% | −16,710−53.3% | Reduced |
| Mercer Global Advisors Inc | 14,704 | $372.0K | 0.00% | +712+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,844 | $376.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 15,000 | $380.0K | 0.00% | +15,000 | New |
| Handelsbanken Fonder AB | 15,479 | $392.0K | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 15,125 | $400.0K | 0.25% | +290+2.0% | Added |
| Metropolitan Life Insurance Co | 16,086 | $407.5K | 0.01% | −1,926−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 16,550 | $419.0K | 0.00% | −9,956−37.6% | Reduced |
| MetLife Investment Management | 16,817 | $426.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 17,007 | $437.0K | 0.00% | −10,654−38.5% | Reduced |
| IndexIQ Advisors LLC | 17,381 | $440.0K | 0.01% | −2,698−13.4% | Reduced |
| Alberta Investment Management Corp | 17,490 | $443.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,708 | $449.0K | 0.00% | −56−0.3% | Reduced |
| AMP Capital Investors Ltd | 18,240 | $462.0K | 0.00% | +5,883+47.6% | Added |
| Pictet Asset Management SA | 18,607 | $471.0K | 0.00% | +18,607 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,825 | $477.0K | 0.00% | −425−2.2% | Reduced |
| HSBC Holdings PLC | 18,833 | $480.0K | 0.00% | +5,696+43.4% | Added |
| Hancock Whitney Corp | 19,032 | $482.0K | 0.02% | +19,032 | New |
| Envestnet Asset Management Inc | 19,312 | $489.0K | 0.00% | +580+3.1% | Added |