Skip to main content

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, Q1 2022

Institutional positions in Office Properties Income Trust as of Mar 31, 2022. 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
200
−2 vs. Q4 2021
Shares held
36.8M
+800.2K (+2.2%) vs. Q4 2021
Total value
$946.6M
+$52.6M (+5.9%) vs. Q4 2021
New holders
25
76 more added
Sold out
27
61 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 200 institutions
Q1 2021: 191 institutionsQ2 2021: 198 institutionsQ3 2021: 188 institutionsQ4 2021: 204 institutionsQ1 2022: 200 institutionsQ2 2022: 189 institutionsQ3 2022: 184 institutionsQ4 2022: 206 institutionsQ1 2023: 189 institutionsQ2 2023: 187 institutionsQ3 2023: 176 institutionsQ4 2023: 153 institutionsQ1 2024: 134 institutionsQ2 2024: 135 institutionsQ3 2024: 117 institutionsQ4 2024: 111 institutionsQ1 2025: 95 institutionsQ2 2025: 68 institutionsQ3 2025: 59 institutionsQ4 2025: 5 institutionsQ1 2026: 0 institutionsQ2 2026: 35 institutions
Value heldQ1 2022: $946.6M
Q1 2021: $1.02BQ2 2021: $1.09BQ3 2021: $908.7MQ4 2021: $894.1MQ1 2022: $946.6MQ2 2022: $744.9MQ3 2022: $522.6MQ4 2022: $514.0MQ1 2023: $470.5MQ2 2023: $284.2MQ3 2023: $138.0MQ4 2023: $229.4MQ1 2024: $64.3MQ2 2024: $55.6MQ3 2024: $54.4MQ4 2024: $35.3MQ1 2025: $12.9MQ2 2025: $4.70MQ3 2025: $3.41MQ4 2025: $2.06KQ1 2026: $0Q2 2026: $320.8M
Institutions holding OPI and their total value by quarter
QuarterHoldersValue
Q2 202635$320.8M
Q1 20260$0
Q4 20255$2.06K
Q3 202559$3.41M
Q2 202568$4.70M
Q1 202595$12.9M
Q4 2024111$35.3M
Q3 2024117$54.4M
Q2 2024135$55.6M
Q1 2024134$64.3M
Q4 2023153$229.4M
Q3 2023176$138.0M
Q2 2023187$284.2M
Q1 2023189$470.5M
Q4 2022206$514.0M
Q3 2022184$522.6M
Q2 2022189$744.9M
Q1 2022200$946.6M
Q4 2021204$894.1M
Q3 2021188$908.7M
Q2 2021198$1.09B
Q1 2021191$1.02B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q4 2021.

Institutions holding OPI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,879,856$228.5M0.01%−218,763−2.4%Reduced
Vanguard Group Inc8,055,780$207.3M0.00%+95,828+1.2%Added
State Street Corp3,188,146$82.0M0.00%+333,567+11.7%Added
LSV Asset Management2,103,681$54.1M0.10%+34,934+1.7%Added
Invesco Ltd.1,478,889$38.1M0.01%+424,364+40.2%Added
Geode Capital Management, LLC977,060$25.1M0.00%+26,802+2.8%Added
Charles Schwab Investment Management Inc873,321$22.5M0.01%+46,222+5.6%Added
Dimensional Fund Advisors LP851,956$21.9M0.01%−32,014−3.6%Reduced
Bank of New York Mellon Corp750,061$19.3M0.00%+14,056+1.9%Added
Northern Trust Corp640,553$16.5M0.00%−16,195−2.5%Reduced
Fuller & Thaler Asset Management, Inc.469,708$12.1M0.07%+3,914+0.8%Added
Norges Bank464,786$12.0M0.00%00.0%Unchanged
Legal & General Group Plc392,661$10.1M0.00%−10,655−2.6%Reduced
Mirae Asset Global Investments Co., Ltd.391,977$10.1M0.02%+15,554+4.1%Added
Morgan Stanley355,915$9.16M0.00%−10,020−2.7%Reduced
JPMorgan Chase & Co323,394$8.32M0.00%+31,660+10.9%Added
Principal Financial Group Inc319,732$8.23M0.01%−2,790−0.9%Reduced
Quinn Opportunity Partners LLC264,844$6.81M0.40%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC263,486$6.78M2.73%+33,294+14.5%Added
Nuveen Asset Management, LLC270,082$6.70M0.00%+1,862+0.7%Added
Garner Asset Management Corp254,017$6.54M2.63%−7,167−2.7%Reduced
Citadel Advisors LLC233,045$6.00M0.01%+143,626+160.6%Added
UBS Asset Management Americas Inc227,554$5.85M0.00%−13,978−5.8%Reduced
Ameriprise Financial Inc226,443$5.83M0.00%+271+0.1%Added
Prudential Financial Inc187,166$4.82M0.01%−14,004−7.0%Reduced
Parametric Portfolio Associates LLC158,860$4.09M0.00%+36,064+29.4%Added
Jacobs Levy Equity Management, Inc153,455$3.95M0.03%−3,021−1.9%Reduced
Barclays PLC150,883$3.88M0.00%+55,597+58.3%Added
Rhumbline Advisers148,287$3.81M0.00%−1,570−1.0%Reduced
Public Employees Retirement System of Ohio128,379$3.30M0.01%+43,124+50.6%Added
Bank of America Corp119,317$3.07M0.00%−1,216−1.0%Reduced
AQR Capital Management LLC115,668$2.98M0.01%+34,529+42.6%Added
Swiss National Bank114,433$2.94M0.00%+7,900+7.4%Added
Virginia Retirement Systems Et Al113,300$2.92M0.03%+57,500+103.0%Added
Alliancebernstein L.P.94,967$2.44M0.00%+211+0.2%Added
Public Sector Pension Investment Board90,385$2.33M0.01%−8,250−8.4%Reduced
SG Americas Securities, LLC89,017$2.29M0.02%+29,235+48.9%Added
Great West Life Assurance Co83,980$2.23M0.00%+4,025+5.0%Added
Credit Suisse AG84,409$2.17M0.00%−7,859−8.5%Reduced
Goldman Sachs Group Inc83,645$2.15M0.00%−37,521−31.0%Reduced
UBS Group AG77,220$1.99M0.00%+8,370+12.2%Added
Asset Management One Co.,Ltd.74,025$1.90M0.01%−7,398−9.1%Reduced
Cubist Systematic Strategies, LLC71,694$1.84M0.02%+42,947+149.4%Added
Sumitomo Mitsui Trust Holdings, Inc.64,544$1.66M0.00%−3,208−4.7%Reduced
STRS Ohio63,255$1.63M0.01%−516−0.8%Reduced
Citigroup Inc62,867$1.62M0.00%−11,833−15.8%Reduced
California State Teachers Retirement System61,484$1.58M0.00%−5,440−8.1%Reduced
State of Alaska, Department of Revenue58,190$1.50M0.02%−470−0.8%Reduced
Macquarie Group Ltd57,469$1.48M0.00%+2,820+5.2%Added
New York State Teachers Retirement System53,909$1.39M0.00%00.0%Unchanged
Envestnet Asset Management Inc49,859$1.28M0.00%+14,745+42.0%Added
Panagora Asset Management Inc46,326$1.19M0.01%00.0%Unchanged
Yousif Capital Management, LLC43,835$1.13M0.01%−210−0.5%Reduced
Nomura Asset Management Co Ltd41,790$1.08M0.01%+2,190+5.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys41,748$1.07M0.01%+5,148+14.1%Added
Nisa Investment Advisors, LLC40,873$1.05M0.01%−11,056−21.3%Reduced
Wells Fargo & Company40,261$1.04M0.00%−23,578−36.9%Reduced
Comerica Bank41,258$1.03M0.01%−335−0.8%Reduced
Deutsche Bank AG39,974$1.03M0.00%−4,322−9.8%Reduced
Thrivent Financial for Lutherans39,422$1.01M0.00%+120.0%Added
Two Sigma Advisers, LP38,552$992.0K0.00%+20,587+114.6%Added
Arrowstreet Capital, Limited Partnership36,120$929.0K0.00%+12,764+54.6%Added
LPL Financial LLC35,117$904.0K0.00%−1,436−3.9%Reduced
Texas Permanent School Fund34,332$883.0K0.01%−734−2.1%Reduced
New York State Common Retirement Fund34,165$879.0K0.00%+55+0.2%Added
Pensionfund DSM Netherlands33,708$867.0K0.41%−6,000−15.1%Reduced
Capital Investment Advisors, LLC33,351$858.0K0.03%−627−1.8%Reduced
Wakefield Asset Management LLLP33,079$851.0K0.31%+33,079New
State of Tennessee, Treasury Department33,000$849.0K0.00%+4,725+16.7%Added
D. E. Shaw & Co., Inc.32,803$844.0K0.00%+32,803New
Camelot Portfolios, LLC30,717$790.0K0.39%−10,424−25.3%Reduced
IndexIQ Advisors LLC30,443$784.0K0.03%+15,033+97.6%Added
Amundi31,797$773.0K0.00%+4,879+18.1%Added
Hancock Whitney Corp30,069$773.0K0.03%+12,079+67.1%Added
Price T Rowe Associates Inc27,710$713.0K0.00%+1,093+4.1%Added
American International Group, Inc.27,476$707.0K0.00%−1,686−5.8%Reduced
Allianz Asset Management GmbH27,398$705.0K0.00%+27,398New
Mercer Global Advisors Inc26,544$683.0K0.00%+11,676+78.5%Added
MetLife Investment Management26,352$678.0K0.00%+9,535+56.7%Added
Diligent Investors, LLC24,973$643.0K0.19%−548−2.1%Reduced
HSBC Holdings PLC23,876$619.0K0.00%+7,673+47.4%Added
Martingale Asset Management L P23,448$604.0K0.01%−2,062−8.1%Reduced
Louisiana State Employees Retirement System23,500$589.0K0.01%+100+0.4%Added
Amalgamated Bank21,920$564.0K0.00%−871−3.8%Reduced
Amalgamated Financial Corp.21,920$564.0K0.00%+21,920New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.21,721$559.0K0.00%+2,584+13.5%Added
Susquehanna Fundamental Investments, LLC21,720$559.0K0.01%+21,720New
Manufacturers Life Insurance Company, The20,977$539.7K0.00%−5,364−20.4%Reduced
Raymond James & Associates20,748$534.0K0.00%+2,266+12.3%Added
Voya Investment Management LLC20,316$523.0K0.00%+492+2.5%Added
Voloridge Investment Management, LLC20,135$518.0K0.00%+20,135New
BNP Paribas Arbitrage, SA20,017$515.0K0.00%−12,822−39.0%Reduced
Caxton Associates LP19,792$509.0K0.05%+2,151+12.2%Added
Huber Capital Management LLC19,572$504.0K0.12%00.0%Unchanged
Maryland State Retirement & Pension System19,588$504.0K0.01%+282+1.5%Added
American Century Companies Inc19,029$490.0K0.00%+19,029New
Pictet Asset Management SA18,607$479.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund18,304$471.0K0.00%−400−2.1%Reduced
Advisor Group Holdings, Inc.17,979$463.0K0.00%−7,647−29.8%Reduced
Western Wealth Management, LLC17,532$452.0K0.02%+9,014+105.8%Added