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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 16,086 | $407.5K | 0.01% | −1,926−10.7% | Reduced |
| H&H Retirement Design & Management INC | 15,125 | $400.0K | 0.25% | +290+2.0% | Added |
| Handelsbanken Fonder AB | 15,479 | $392.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 15,000 | $380.0K | 0.00% | +15,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,844 | $376.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,704 | $372.0K | 0.00% | +712+5.1% | Added |
| Royal Bank of Canada | 14,628 | $371.0K | 0.00% | −16,710−53.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,560 | $369.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,162 | $333.0K | 0.00% | +28+0.2% | Added |
| Quantinno Capital Management LP | 13,068 | $331.0K | 0.37% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,008 | $330.0K | 0.00% | −13,273−50.5% | Reduced |
| Everence Capital Management Inc | 12,790 | $324.0K | 0.03% | +4,650+57.1% | Added |
| Pensionfund Sabic | 12,714 | $322.0K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 12,527 | $317.0K | 0.00% | +12,527 | New |
| Mackenzie Financial Corp | 12,494 | $316.0K | 0.00% | +2,077+19.9% | Added |
| Stifel Financial Corp | 12,442 | $315.0K | 0.00% | −440−3.4% | Reduced |
| Daiwa Securities Group Inc. | 12,356 | $313.0K | 0.00% | +162+1.3% | Added |
| KBC Group NV | 10,364 | $263.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,328 | $262.0K | 0.01% | +3,126+43.4% | Added |
| Arrow Investment Advisors, LLC | 10,250 | $260.0K | 0.17% | +878+9.4% | Added |
| State Board of Administration of Florida Retirement System | 9,996 | $253.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,840 | $249.0K | 0.00% | +2,016+25.8% | Added |
| 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 |
| First Trust Advisors LP | 9,688 | $245.0K | 0.00% | +9,688 | New |
| Cambridge Investment Research Advisors, Inc. | 9,436 | $239.0K | 0.00% | −1,143−10.8% | Reduced |
| Schroder Investment Management Group | 9,149 | $232.0K | 0.00% | +5,873+179.3% | Added |
| 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 |
| Mutual of America Capital Management LLC | 6,445 | $163.0K | 0.00% | −424−6.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $162.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,974 | $126.0K | 0.00% | −45−0.9% | Reduced |
| Centaurus Financial, Inc. | 4,804 | $122.0K | 0.01% | +7+0.1% | Added |
| Ameritas Investment Partners, Inc. | 3,755 | $95.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,243 | $82.0K | 0.00% | +3,243 | New |
| Group One Trading, L.P. | 2,984 | $76.0K | 0.00% | −2,038−40.6% | Reduced |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 1,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,409 | $36.0K | 0.01% | +2+0.1% | Added |
| Rockefeller Capital Management L.P. | 1,365 | $34.0K | 0.00% | +165+13.8% | Added |
| Eii Capital Management, Inc. | 996 | $25.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 883 | $23.0K | 0.02% | +17+2.0% | Added |
| NEXT Financial Group, Inc | 805 | $21.0K | 0.00% | +72+9.8% | Added |
| Atlas Private Wealth Advisors | 745 | $19.0K | 0.01% | −80−9.7% | Reduced |
| Proequities, Inc. | 689 | $17.0K | 0.00% | −988−58.9% | Reduced |
| Geneos Wealth Management Inc. | 654 | $16.0K | 0.00% | +241+58.4% | Added |
| 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 |
| 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 |
| Meeder Asset Management Inc | 505 | $13.0K | 0.00% | +54+12.0% | Added |
| Sutton Wealth Advisors Inc. | 481 | $12.2K | 0.00% | +123+34.4% | Added |
| Capital Analysts, LLC | 467 | $12.0K | 0.00% | +467 | New |
| Costello Asset Management, INC | 450 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 378 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 360 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 291 | $7.37K | 0.00% | +141+94.0% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 217 | $5.50K | 0.00% | +217 | New |
| Sageworth Trust Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 181 | $5.00K | 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 |
| CoreFirst Bank & Trust | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −133,415−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −23,991−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −23,895−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −20,180−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,983−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,977−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −13,992−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −13,737−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −7,684−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −7,613−100.0% | Sold out |