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, Q2 2022
Institutional positions in Office Properties Income Trust as of Jun 30, 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
- 189
- −5 vs. Q1 2022
- Shares held
- 37.3M
- +891.1K (+2.4%) vs. Q1 2022
- Total value
- $744.9M
- −$192.4M (−20.5%) vs. Q1 2022
- New holders
- 18
- 67 more added
- Sold out
- 23
- 63 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Lazard Asset Management LLC | 35 | $0 | 0.00% | +35 | New |
| Parallel Advisors, LLC | 17 | $0 | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 18 | $359 | 0.00% | −494−96.5% | Reduced |
| Zions Bancorporation, N.A. | 74 | $1.00K | 0.00% | −26−26.0% | Reduced |
| Baystate Wealth Management LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $1.00K | 0.00% | −32−50.0% | Reduced |
| Worth Asset Management, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 59 | $1.00K | 0.00% | +1+1.7% | Added |
| Global Retirement Partners, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 104 | $2.00K | 0.00% | +3+3.0% | Added |
| Gradient Investments LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $2.00K | 0.00% | +99+660.0% | Added |
| Centersquare Investment Management LLC | 94 | $2.00K | 0.00% | +94 | New |
| Evoke Wealth, LLC | 103 | $2.00K | 0.00% | +103 | New |
| Rockefeller Capital Management L.P. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 148 | $3.00K | 0.00% | +3+2.1% | Added |
| Beacon Capital Management, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 141 | $3.00K | 0.00% | +141 | New |
| Ronald Blue Trust, Inc. | 129 | $3.00K | 0.00% | +129 | New |
| Geneos Wealth Management Inc. | 234 | $4.00K | 0.00% | −194−45.3% | Reduced |
| Rocky Mountain Advisers, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 235 | $5.00K | 0.00% | +54+29.8% | Added |
| American Portfolios Advisors | 291 | $5.80K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 284 | $6.00K | 0.00% | −182−39.1% | Reduced |
| TCI Wealth Advisors, Inc. | 315 | $6.00K | 0.00% | +168+114.3% | Added |
| TD Waterhouse Canada Inc. | 300 | $6.13K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 375 | $7.00K | 0.00% | +141+60.3% | Added |
| TSFG, LLC | 410 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 465 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 487 | $10.0K | 0.00% | +461+1,773.1% | Added |
| Capital Analysts, LLC | 479 | $10.0K | 0.00% | +479 | New |
| TD Private Client Wealth LLC | 507 | $10.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 536 | $11.0K | 0.00% | +200+59.5% | Added |
| Proequities, Inc. | 657 | $13.0K | 0.00% | −77−10.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 730 | $14.0K | 0.00% | −15,564−95.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,035 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,463 | $29.0K | 0.00% | +1,463 | New |
| ACG Wealth | 1,450 | $29.0K | 0.01% | +1,450 | New |
| CWM, LLC | 1,504 | $30.0K | 0.00% | +120+8.7% | Added |
| Accel Wealth Management | 1,776 | $36.0K | 0.02% | +130+7.9% | Added |
| Tower Research Capital LLC (TRC) | 2,176 | $43.0K | 0.00% | −682−23.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,650 | $73.0K | 0.00% | +2,817+338.2% | Added |
| Ameritas Investment Partners, Inc. | 3,755 | $74.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,347 | $87.0K | 0.00% | +59+1.4% | Added |
| Harvest Fund Management Co., Ltd | 4,736 | $94.0K | 0.03% | +1,536+48.0% | Added |
| Simplex Trading, LLC | 4,856 | $96.0K | 0.00% | +4,653+2,292.1% | Added |
| Metropolitan Life Insurance Co | 4,936 | $98.5K | 0.00% | −691−12.3% | Reduced |
| KBC Group NV | 5,590 | $112.0K | 0.00% | −6,717−54.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $128.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 6,606 | $132.0K | 0.11% | −534−7.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,655 | $133.0K | 0.00% | −75−1.1% | Reduced |
| Pensionfund Sabic | 7,714 | $154.0K | 0.05% | −5,000−39.3% | Reduced |
| Mutual of America Capital Management LLC | 8,133 | $162.0K | 0.00% | +1,155+16.6% | Added |
| Wolverine Asset Management LLC | 8,870 | $176.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 9,717 | $194.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,577 | $200.0K | 0.00% | −7,467−43.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,006 | $200.0K | 0.00% | +10+0.1% | Added |
| Huber Capital Management LLC | 10,198 | $203.0K | 0.06% | −9,374−47.9% | Reduced |
| Standard Life Aberdeen plc | 10,227 | $204.0K | 0.00% | −396−3.7% | Reduced |
| First Trust Advisors LP | 10,264 | $205.0K | 0.00% | −178−1.7% | Reduced |
| Quantinno Capital Management LP | 10,577 | $211.0K | 0.03% | −1,370−11.5% | Reduced |
| Royal Bank of Canada | 11,409 | $228.0K | 0.00% | +223+2.0% | Added |
| DekaBank Deutsche Girozentrale | 11,483 | $230.0K | 0.00% | +1,805+18.7% | Added |
| State of Wisconsin Investment Board | 11,680 | $233.0K | 0.00% | +11,680 | New |
| Victory Capital Management Inc | 11,984 | $239.0K | 0.00% | +282+2.4% | Added |
| TownSquare Capital, LLC | 12,720 | $254.0K | 0.01% | −536−4.0% | Reduced |
| Arizona State Retirement System | 13,123 | $262.0K | 0.00% | +33+0.3% | Added |
| Daiwa Securities Group Inc. | 13,305 | $265.0K | 0.00% | −1,156−8.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,481 | $269.0K | 0.00% | +8,552+173.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $271.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $271.0K | 0.02% | +5,247+63.1% | Added |
| Stifel Financial Corp | 13,633 | $272.0K | 0.00% | −96−0.7% | Reduced |
| Penserra Capital Management LLC | 13,878 | $276.0K | 0.01% | +2,446+21.4% | Added |
| Handelsbanken Fonder AB | 15,479 | $309.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,804 | $315.0K | 0.00% | −2,500−13.7% | Reduced |
| H&H Retirement Design & Management INC | 15,833 | $326.0K | 0.24% | +374+2.4% | Added |
| Cutter & CO Brokerage, Inc. | 16,477 | $329.0K | 0.11% | −488−2.9% | Reduced |
| Western Wealth Management, LLC | 16,932 | $339.0K | 0.02% | −600−3.4% | Reduced |
| Alberta Investment Management Corp | 17,490 | $349.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,970 | $358.0K | 0.00% | −9−0.1% | Reduced |
| Vestcor Inc | 18,404 | $367.0K | 0.01% | +18,404 | New |
| Pictet Asset Management SA | 18,607 | $371.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,960 | $378.0K | 0.00% | −21,301−52.9% | Reduced |
| American Century Companies Inc | 19,029 | $380.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,398 | $387.0K | 0.00% | +19,398 | New |
| Maryland State Retirement & Pension System | 19,588 | $391.0K | 0.01% | 00.0% | Unchanged |