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, Q4 2021
Institutional positions in Office Properties Income Trust as of Dec 31, 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
- 204
- +18 vs. Q3 2021
- Shares held
- 36.0M
- +138.6K (+0.4%) vs. Q3 2021
- Total value
- $894.1M
- −$14.6M (−1.6%) vs. Q3 2021
- New holders
- 39
- 58 more added
- Sold out
- 21
- 72 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $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% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Cambridge Trust Co | 18 | $0 | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 15 | $0 | 0.00% | +15 | New |
| Retirement Planning Co of New England, Inc. | 18 | $0 | 0.00% | +18 | New |
| Covestor Ltd | 14 | $0 | 0.00% | +14 | New |
| Sageworth Trust Co | 46 | $1.00K | 0.00% | −154−77.0% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $2.00K | 0.00% | +2+2.1% | Added |
| Gradient Investments LLC | 93 | $2.00K | 0.00% | +93 | New |
| Elmwood Wealth Management, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Widmann Financial Services, Inc. | 87 | $2.00K | 0.00% | +87 | New |
| US Bancorp | 107 | $3.00K | 0.00% | −33−23.6% | Reduced |
| Quadrant Capital Group LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 149 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 147 | $4.00K | 0.00% | +147 | New |
| Sageworth Trust Co of South Dakota | 149 | $4.00K | 0.01% | +149 | New |
| Newbridge Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 233 | $6.00K | 0.00% | +52+28.7% | Added |
| First Horizon Advisors, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 278 | $7.00K | 0.00% | +278 | New |
| American Portfolios Advisors | 291 | $7.23K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 291 | $7.23K | 0.00% | +74+34.1% | Added |
| Geneos Wealth Management Inc. | 422 | $10.0K | 0.00% | −232−35.5% | Reduced |
| TSFG, LLC | 410 | $10.0K | 0.00% | +50+13.9% | Added |
| Costello Asset Management, INC | 450 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 440 | $11.0K | 0.00% | +62+16.4% | Added |
| Capital Analysts, LLC | 471 | $12.0K | 0.00% | +4+0.9% | Added |
| Sutton Wealth Advisors Inc. | 512 | $12.7K | 0.00% | +31+6.4% | Added |
| Meeder Asset Management Inc | 523 | $13.0K | 0.00% | +18+3.6% | Added |
| North Star Investment Management Corp. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 608 | $15.0K | 0.00% | +608 | New |
| Proequities, Inc. | 734 | $18.0K | 0.00% | +45+6.5% | Added |
| NEXT Financial Group, Inc | 892 | $22.0K | 0.00% | +87+10.8% | Added |
| Loomis Sayles & Co L P | 872 | $22.0K | 0.00% | +264+43.4% | Added |
| Tower Research Capital LLC (TRC) | 991 | $24.0K | 0.00% | −749−43.0% | Reduced |
| CWM, LLC | 997 | $25.0K | 0.00% | +997 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,040 | $26.0K | 0.00% | +722+227.0% | Added |
| Rockefeller Capital Management L.P. | 1,200 | $29.0K | 0.00% | −165−12.1% | Reduced |
| Ahrens Investment Partners LLC | 1,179 | $29.0K | 0.01% | +1,179 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,295 | $32.0K | 0.01% | −114−8.1% | Reduced |
| Rocky Mountain Advisers, LLC | 1,325 | $33.0K | 0.04% | −940−41.5% | Reduced |
| Lazard Asset Management LLC | 1,384 | $34.0K | 0.00% | +1,384 | New |
| Signet Financial Management, LLC | 1,411 | $35.0K | 0.01% | +1,411 | New |
| Harbour Investments, Inc. | 1,463 | $36.0K | 0.00% | −3,511−70.6% | Reduced |
| Accel Wealth Management | 1,646 | $41.0K | 0.02% | −104−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,669 | $66.0K | 0.00% | +2,669 | New |
| PEAK6 Investments LLC | 3,364 | $84.0K | 0.00% | +3,364 | New |
| Eaton Vance Management | 3,511 | $87.0K | 0.00% | −1,626−31.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,755 | $93.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,727 | $93.0K | 0.00% | +1,494+66.9% | Added |
| Schroder Investment Management Group | 4,525 | $112.0K | 0.00% | −4,624−50.5% | Reduced |
| Centaurus Financial, Inc. | 4,711 | $117.0K | 0.01% | −93−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $159.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,616 | $164.0K | 0.00% | +171+2.7% | Added |
| Western Wealth Management, LLC | 8,518 | $211.0K | 0.02% | +8,518 | New |
| Squarepoint Ops LLC | 8,729 | $217.0K | 0.00% | −13,080−60.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,839 | $220.0K | 0.00% | −597−6.3% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $220.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,876 | $220.0K | 0.00% | +5,633+173.7% | Added |
| AMP Capital Investors Ltd | 9,300 | $231.0K | 0.01% | −8,940−49.0% | Reduced |
| Teacher Retirement System of Texas | 9,364 | $233.0K | 0.00% | +9,364 | New |
| Employees Retirement System of Texas | 9,717 | $241.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,646 | $241.0K | 0.00% | +9,646 | New |
| Russell Investments Group, Ltd. | 9,789 | $242.0K | 0.00% | +9,234+1,663.8% | Added |
| Janus Henderson Group PLC | 9,809 | $244.0K | 0.00% | +9,809 | New |
| Engineers Gate Manager LP | 9,940 | $247.0K | 0.01% | +9,940 | New |
| State Board of Administration of Florida Retirement System | 9,996 | $248.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,207 | $254.0K | 0.00% | +519+5.4% | Added |
| Standard Life Aberdeen plc | 10,289 | $256.0K | 0.00% | +569+5.9% | Added |
| KBC Group NV | 10,364 | $257.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,453 | $260.0K | 0.03% | +10,453 | New |
| The PNC Financial Services Group, Inc. | 10,764 | $266.0K | 0.00% | +924+9.4% | Added |
| Arrow Investment Advisors, LLC | 10,873 | $270.0K | 0.19% | +623+6.1% | Added |
| Mackenzie Financial Corp | 11,882 | $295.0K | 0.00% | −612−4.9% | Reduced |
| Quantinno Capital Management LP | 11,947 | $297.0K | 0.05% | −1,121−8.6% | Reduced |
| ProShare Advisors LLC | 11,976 | $298.0K | 0.00% | +11,976 | New |
| TownSquare Capital, LLC | 12,418 | $308.0K | 0.01% | +12,418 | New |
| Pensionfund Sabic | 12,714 | $316.0K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,790 | $318.0K | 0.02% | 00.0% | Unchanged |
| Bridgeworth, LLC | 12,926 | $321.0K | 0.07% | +12,926 | New |
| Arizona State Retirement System | 13,009 | $323.0K | 0.00% | −153−1.2% | Reduced |
| Stifel Financial Corp | 13,203 | $328.0K | 0.00% | +761+6.1% | Added |
| B. Riley Wealth Management, Inc. | 13,537 | $336.0K | 0.02% | +13,537 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $338.0K | 0.00% | −1,241−8.4% | Reduced |
| Jane Street Group, LLC | 13,618 | $338.0K | 0.00% | +13,618 | New |
| Daiwa Securities Group Inc. | 14,470 | $359.0K | 0.00% | +2,114+17.1% | Added |
| Royal Bank of Canada | 14,496 | $360.0K | 0.00% | −132−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,560 | $362.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 14,443 | $363.0K | 0.00% | −2,564−15.1% | Reduced |
| Mercer Global Advisors Inc | 14,868 | $369.0K | 0.00% | +164+1.1% | Added |
| H&H Retirement Design & Management INC | 15,459 | $378.0K | 0.24% | +334+2.2% | Added |