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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Loomis Sayles & Co L P | 41 | $1.00K | 0.00% | −831−95.3% | Reduced |
| Versant Capital Management, Inc | 58 | $1.00K | 0.00% | −91−61.1% | Reduced |
| Sageworth Trust Co of South Dakota | 26 | $1.00K | 0.00% | −123−82.6% | 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 |
| Aua Capital Management, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Lindbrook Capital, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Gradient Investments LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $2.00K | 0.00% | +32+100.0% | Added |
| Worth Asset Management, LLC | 75 | $2.00K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 118 | $3.00K | 0.00% | +48+68.6% | Added |
| Winch Advisory Services, LLC | 101 | $3.00K | 0.00% | +2+2.0% | Added |
| Zions Bancorporation, N.A. | 100 | $3.00K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 136 | $3.00K | 0.00% | +136 | New |
| TCI Wealth Advisors, Inc. | 147 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 145 | $4.00K | 0.00% | +35+31.8% | Added |
| Rocky Mountain Advisers, LLC | 200 | $5.00K | 0.01% | −1,125−84.9% | Reduced |
| Rockefeller Capital Management L.P. | 200 | $5.00K | 0.00% | −1,000−83.3% | Reduced |
| Simplex Trading, LLC | 203 | $5.00K | 0.00% | −405−66.6% | Reduced |
| Spire Wealth Management | 181 | $5.00K | 0.00% | −52−22.3% | Reduced |
| Bank of New Hampshire | 212 | $5.00K | 0.00% | +212 | New |
| Newbridge Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 234 | $6.00K | 0.00% | +234 | New |
| EverSource Wealth Advisors, LLC | 278 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 291 | $7.49K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 291 | $7.49K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $9.00K | 0.00% | +50+16.7% | Added |
| US Bancorp | 336 | $9.00K | 0.00% | +229+214.0% | Added |
| Geneos Wealth Management Inc. | 428 | $11.0K | 0.00% | +6+1.4% | Added |
| TSFG, LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 466 | $12.0K | 0.00% | −57−10.9% | Reduced |
| Sound Income Strategies, LLC | 465 | $12.0K | 0.00% | +25+5.7% | Added |
| TD Private Client Wealth LLC | 507 | $13.0K | 0.00% | +507 | New |
| Sutton Wealth Advisors Inc. | 512 | $13.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 578 | $15.0K | 0.01% | +578 | New |
| Prospera Financial Services Inc | 625 | $16.0K | 0.00% | +625 | New |
| Proequities, Inc. | 734 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 833 | $21.0K | 0.00% | −207−19.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,035 | $27.0K | 0.00% | −260−20.1% | Reduced |
| FMR LLC | 1,205 | $31.0K | 0.00% | +1,202+40,066.7% | Added |
| CWM, LLC | 1,384 | $36.0K | 0.00% | +387+38.8% | Added |
| Accel Wealth Management | 1,646 | $43.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,858 | $74.0K | 0.00% | +1,867+188.4% | Added |
| Harvest Fund Management Co., Ltd | 3,200 | $82.0K | 0.02% | +3,200 | New |
| PEAK6 Investments LLC | 3,402 | $88.0K | 0.00% | +38+1.1% | Added |
| Ameritas Investment Partners, Inc. | 3,755 | $97.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,288 | $110.0K | 0.00% | +561+15.1% | Added |
| Centaurus Financial, Inc. | 4,719 | $121.0K | 0.01% | +8+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 4,929 | $127.0K | 0.00% | +4,929 | New |
| Metropolitan Life Insurance Co | 5,627 | $144.8K | 0.01% | −10,434−65.0% | Reduced |
| EMC Capital Management | 7,140 | $154.0K | 0.11% | +7,140 | New |
| Public Employees Retirement Association of Colorado | 6,414 | $165.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,797 | $174.0K | 0.00% | −2,992−30.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,730 | $175.0K | 0.00% | −4,034−37.5% | Reduced |
| Mutual of America Capital Management LLC | 6,978 | $180.0K | 0.00% | +362+5.5% | Added |
| Guggenheim Capital LLC | 7,962 | $205.0K | 0.00% | +7,962 | New |
| Everence Capital Management Inc | 8,060 | $207.0K | 0.02% | −4,730−37.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,298 | $214.0K | 0.00% | −7,753−48.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,316 | $214.0K | 0.01% | +8,316 | New |
| Wolverine Asset Management LLC | 8,870 | $228.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,900 | $229.0K | 0.01% | −9,297−51.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,054 | $233.0K | 0.00% | +215+2.4% | Added |
| DekaBank Deutsche Girozentrale | 9,678 | $249.0K | 0.00% | +32+0.3% | Added |
| Employees Retirement System of Texas | 9,717 | $250.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,810 | $252.0K | 0.00% | +10.0% | Added |
| Victory Capital Management Inc | 11,702 | $253.0K | 0.00% | +11,702 | New |
| Teacher Retirement System of Texas | 9,941 | $256.0K | 0.00% | +577+6.2% | Added |
| State Board of Administration of Florida Retirement System | 9,996 | $257.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,442 | $269.0K | 0.00% | +235+2.3% | Added |
| Millennium Management LLC | 10,566 | $272.0K | 0.00% | +10,566 | New |
| Standard Life Aberdeen plc | 10,623 | $273.0K | 0.00% | +334+3.2% | Added |
| ProShare Advisors LLC | 10,669 | $274.0K | 0.00% | −1,307−10.9% | Reduced |
| Arrow Investment Advisors, LLC | 10,873 | $280.0K | 0.21% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,186 | $288.0K | 0.00% | −3,310−22.8% | Reduced |
| Penserra Capital Management LLC | 11,432 | $294.0K | 0.01% | +2,556+28.8% | Added |
| Quantinno Capital Management LP | 11,947 | $307.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 12,307 | $317.0K | 0.00% | +1,943+18.7% | Added |
| Pensionfund Sabic | 12,714 | $327.0K | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,715 | $327.0K | 0.00% | +12,715 | New |
| Arizona State Retirement System | 13,090 | $337.0K | 0.00% | +81+0.6% | Added |
| TownSquare Capital, LLC | 13,256 | $341.0K | 0.01% | +838+6.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $350.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,729 | $353.0K | 0.00% | +526+4.0% | Added |
| H&H Retirement Design & Management INC | 15,459 | $372.0K | 0.25% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 14,461 | $372.0K | 0.00% | −9−0.1% | Reduced |
| B. Riley Wealth Management, Inc. | 14,457 | $372.0K | 0.03% | +920+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 14,560 | $375.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,479 | $398.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,294 | $419.0K | 0.00% | −654−3.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 16,965 | $436.0K | 0.13% | −1,255−6.9% | Reduced |
| Bank of Montreal | 17,044 | $439.0K | 0.00% | +2,601+18.0% | Added |
| Alberta Investment Management Corp | 17,490 | $450.0K | 0.00% | 00.0% | Unchanged |