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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 16,051 | $399.0K | 0.01% | −3,295−17.0% | Reduced |
| Metropolitan Life Insurance Co | 16,061 | $399.0K | 0.01% | −25−0.2% | Reduced |
| Handelsbanken Fonder AB | 15,479 | $384.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 15,410 | $383.0K | 0.01% | −1,971−11.3% | Reduced |
| H&H Retirement Design & Management INC | 15,459 | $378.0K | 0.24% | +334+2.2% | Added |
| Mercer Global Advisors Inc | 14,868 | $369.0K | 0.00% | +164+1.1% | Added |
| Bank of Montreal | 14,443 | $363.0K | 0.00% | −2,564−15.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,560 | $362.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,496 | $360.0K | 0.00% | −132−0.9% | Reduced |
| Daiwa Securities Group Inc. | 14,470 | $359.0K | 0.00% | +2,114+17.1% | Added |
| 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 |
| B. Riley Wealth Management, Inc. | 13,537 | $336.0K | 0.02% | +13,537 | New |
| Stifel Financial Corp | 13,203 | $328.0K | 0.00% | +761+6.1% | Added |
| Arizona State Retirement System | 13,009 | $323.0K | 0.00% | −153−1.2% | Reduced |
| Bridgeworth, LLC | 12,926 | $321.0K | 0.07% | +12,926 | New |
| Everence Capital Management Inc | 12,790 | $318.0K | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 12,714 | $316.0K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 12,418 | $308.0K | 0.01% | +12,418 | New |
| ProShare Advisors LLC | 11,976 | $298.0K | 0.00% | +11,976 | New |
| Quantinno Capital Management LP | 11,947 | $297.0K | 0.05% | −1,121−8.6% | Reduced |
| Mackenzie Financial Corp | 11,882 | $295.0K | 0.00% | −612−4.9% | Reduced |
| Arrow Investment Advisors, LLC | 10,873 | $270.0K | 0.19% | +623+6.1% | Added |
| The PNC Financial Services Group, Inc. | 10,764 | $266.0K | 0.00% | +924+9.4% | Added |
| Gsa Capital Partners LLP | 10,453 | $260.0K | 0.03% | +10,453 | New |
| KBC Group NV | 10,364 | $257.0K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,289 | $256.0K | 0.00% | +569+5.9% | Added |
| First Trust Advisors LP | 10,207 | $254.0K | 0.00% | +519+5.4% | Added |
| State Board of Administration of Florida Retirement System | 9,996 | $248.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,940 | $247.0K | 0.01% | +9,940 | New |
| Janus Henderson Group PLC | 9,809 | $244.0K | 0.00% | +9,809 | New |
| Russell Investments Group, Ltd. | 9,789 | $242.0K | 0.00% | +9,234+1,663.8% | Added |
| 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 |
| Teacher Retirement System of Texas | 9,364 | $233.0K | 0.00% | +9,364 | New |
| AMP Capital Investors Ltd | 9,300 | $231.0K | 0.01% | −8,940−49.0% | 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 |
| Squarepoint Ops LLC | 8,729 | $217.0K | 0.00% | −13,080−60.0% | Reduced |
| Western Wealth Management, LLC | 8,518 | $211.0K | 0.02% | +8,518 | New |
| Mutual of America Capital Management LLC | 6,616 | $164.0K | 0.00% | +171+2.7% | Added |
| Public Employees Retirement Association of Colorado | 6,414 | $159.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,711 | $117.0K | 0.01% | −93−1.9% | Reduced |
| Schroder Investment Management Group | 4,525 | $112.0K | 0.00% | −4,624−50.5% | 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 |
| Eaton Vance Management | 3,511 | $87.0K | 0.00% | −1,626−31.7% | Reduced |
| PEAK6 Investments LLC | 3,364 | $84.0K | 0.00% | +3,364 | New |
| Cullen/Frost Bankers, Inc. | 2,669 | $66.0K | 0.00% | +2,669 | New |
| Accel Wealth Management | 1,646 | $41.0K | 0.02% | −104−5.9% | Reduced |
| Harbour Investments, Inc. | 1,463 | $36.0K | 0.00% | −3,511−70.6% | Reduced |
| Signet Financial Management, LLC | 1,411 | $35.0K | 0.01% | +1,411 | New |
| Lazard Asset Management LLC | 1,384 | $34.0K | 0.00% | +1,384 | New |
| Rocky Mountain Advisers, LLC | 1,325 | $33.0K | 0.04% | −940−41.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,295 | $32.0K | 0.01% | −114−8.1% | Reduced |
| 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 |
| Mitsubishi UFJ Trust & Banking Corp | 1,040 | $26.0K | 0.00% | +722+227.0% | Added |
| CWM, LLC | 997 | $25.0K | 0.00% | +997 | New |
| Tower Research Capital LLC (TRC) | 991 | $24.0K | 0.00% | −749−43.0% | Reduced |
| 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 |
| Proequities, Inc. | 734 | $18.0K | 0.00% | +45+6.5% | Added |
| Simplex Trading, LLC | 608 | $15.0K | 0.00% | +608 | New |
| North Star Investment Management Corp. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 523 | $13.0K | 0.00% | +18+3.6% | Added |
| Sutton Wealth Advisors Inc. | 512 | $12.7K | 0.00% | +31+6.4% | Added |
| Capital Analysts, LLC | 471 | $12.0K | 0.00% | +4+0.9% | 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 |
| Geneos Wealth Management Inc. | 422 | $10.0K | 0.00% | −232−35.5% | Reduced |
| TSFG, LLC | 410 | $10.0K | 0.00% | +50+13.9% | Added |
| American Portfolios Advisors | 291 | $7.23K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 291 | $7.23K | 0.00% | +74+34.1% | Added |
| First Horizon Advisors, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 278 | $7.00K | 0.00% | +278 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |