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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 17,490 | $450.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 17,044 | $439.0K | 0.00% | +2,601+18.0% | Added |
| Cutter & CO Brokerage, Inc. | 16,965 | $436.0K | 0.13% | −1,255−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,294 | $419.0K | 0.00% | −654−3.9% | Reduced |
| Handelsbanken Fonder AB | 15,479 | $398.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,560 | $375.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Stifel Financial Corp | 13,729 | $353.0K | 0.00% | +526+4.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $350.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,256 | $341.0K | 0.01% | +838+6.7% | Added |
| Arizona State Retirement System | 13,090 | $337.0K | 0.00% | +81+0.6% | 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 |
| KBC Group NV | 12,307 | $317.0K | 0.00% | +1,943+18.7% | Added |
| Quantinno Capital Management LP | 11,947 | $307.0K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 11,432 | $294.0K | 0.01% | +2,556+28.8% | Added |
| Royal Bank of Canada | 11,186 | $288.0K | 0.00% | −3,310−22.8% | Reduced |
| Arrow Investment Advisors, LLC | 10,873 | $280.0K | 0.21% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,669 | $274.0K | 0.00% | −1,307−10.9% | Reduced |
| Standard Life Aberdeen plc | 10,623 | $273.0K | 0.00% | +334+3.2% | Added |
| Millennium Management LLC | 10,566 | $272.0K | 0.00% | +10,566 | New |
| First Trust Advisors LP | 10,442 | $269.0K | 0.00% | +235+2.3% | Added |
| State Board of Administration of Florida Retirement System | 9,996 | $257.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,941 | $256.0K | 0.00% | +577+6.2% | Added |
| Victory Capital Management Inc | 11,702 | $253.0K | 0.00% | +11,702 | New |
| Janus Henderson Group PLC | 9,810 | $252.0K | 0.00% | +10.0% | Added |
| Employees Retirement System of Texas | 9,717 | $250.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,678 | $249.0K | 0.00% | +32+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,054 | $233.0K | 0.00% | +215+2.4% | Added |
| Jump Financial, LLC | 8,900 | $229.0K | 0.01% | −9,297−51.1% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $228.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Everence Capital Management Inc | 8,060 | $207.0K | 0.02% | −4,730−37.0% | Reduced |
| Guggenheim Capital LLC | 7,962 | $205.0K | 0.00% | +7,962 | New |
| Mutual of America Capital Management LLC | 6,978 | $180.0K | 0.00% | +362+5.5% | Added |
| The PNC Financial Services Group, Inc. | 6,730 | $175.0K | 0.00% | −4,034−37.5% | Reduced |
| Russell Investments Group, Ltd. | 6,797 | $174.0K | 0.00% | −2,992−30.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $165.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 7,140 | $154.0K | 0.11% | +7,140 | New |
| Metropolitan Life Insurance Co | 5,627 | $144.8K | 0.01% | −10,434−65.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,929 | $127.0K | 0.00% | +4,929 | New |
| Centaurus Financial, Inc. | 4,719 | $121.0K | 0.01% | +8+0.2% | Added |
| Van Eck Associates Corp | 4,288 | $110.0K | 0.00% | +561+15.1% | Added |
| Ameritas Investment Partners, Inc. | 3,755 | $97.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,402 | $88.0K | 0.00% | +38+1.1% | Added |
| Harvest Fund Management Co., Ltd | 3,200 | $82.0K | 0.02% | +3,200 | New |
| Tower Research Capital LLC (TRC) | 2,858 | $74.0K | 0.00% | +1,867+188.4% | Added |
| Accel Wealth Management | 1,646 | $43.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,384 | $36.0K | 0.00% | +387+38.8% | Added |
| FMR LLC | 1,205 | $31.0K | 0.00% | +1,202+40,066.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,035 | $27.0K | 0.00% | −260−20.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 833 | $21.0K | 0.00% | −207−19.9% | Reduced |
| Proequities, Inc. | 734 | $19.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 625 | $16.0K | 0.00% | +625 | New |
| Joseph P. Lucia & Associates, LLC | 578 | $15.0K | 0.01% | +578 | New |
| North Star Investment Management Corp. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 512 | $13.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 507 | $13.0K | 0.00% | +507 | New |
| 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 |
| Geneos Wealth Management Inc. | 428 | $11.0K | 0.00% | +6+1.4% | Added |
| TSFG, LLC | 410 | $11.0K | 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 |
| Koshinski Asset Management, Inc. | 291 | $7.49K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 291 | $7.49K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 278 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 234 | $6.00K | 0.00% | +234 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |