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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |