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, Q3 2022
Institutional positions in Office Properties Income Trust as of Sep 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
- 184
- −3 vs. Q2 2022
- Shares held
- 37.3M
- +2.29K (0.0%) vs. Q2 2022
- Total value
- $522.6M
- −$221.5M (−29.8%) vs. Q2 2022
- New holders
- 22
- 63 more added
- Sold out
- 25
- 55 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 18 | $0 | 0.00% | −10−35.7% | Reduced |
| Cambridge Trust Co | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Massmutual Trust Co FSB | 26 | $0 | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 32 | $0 | 0.00% | +32 | New |
| Allworth Financial LP | 33 | $0 | 0.00% | +33 | New |
| Sutton Wealth Advisors Inc. | 46 | $646 | 0.00% | +28+155.6% | Added |
| Lindbrook Capital, LLC | 43 | $1.00K | 0.00% | −444−91.2% | Reduced |
| Gradient Investments LLC | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 106 | $1.00K | 0.00% | +2+1.9% | Added |
| Loomis Sayles & Co L P | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 44 | $1.00K | 0.00% | +27+158.8% | Added |
| Ellevest, Inc. | 62 | $1.00K | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $2.00K | 0.00% | +111 | New |
| Signaturefd, LLC | 221 | $3.00K | 0.00% | −154−41.1% | Reduced |
| Rocky Mountain Advisers, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 213 | $3.00K | 0.00% | +13+6.5% | Added |
| Beacon Capital Management, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 202 | $3.00K | 0.00% | +202 | New |
| Atlas Capital Advisors LLC | 244 | $3.43K | 0.00% | +244 | New |
| Newbridge Financial Services Group, Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 196 | $4.00K | 0.00% | +67+51.9% | Added |
| IFP Advisors, Inc | 157 | $4.00K | 0.00% | +125+390.6% | Added |
| American Portfolios Advisors | 291 | $4.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 484 | $7.00K | 0.00% | +5+1.0% | Added |
| TD Private Client Wealth LLC | 507 | $7.12K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 578 | $8.00K | 0.00% | −79−12.0% | Reduced |
| North Star Investment Management Corp. | 550 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 619 | $9.00K | 0.00% | +335+118.0% | Added |
| Sound Income Strategies, LLC | 739 | $10.0K | 0.00% | +274+58.9% | Added |
| Quadrant Capital Group LLC | 811 | $11.0K | 0.00% | +663+448.0% | Added |
| Allspring Global Investments Holdings, LLC | 907 | $12.0K | 0.00% | +177+24.2% | Added |
| Versant Capital Management, Inc | 1,218 | $17.0K | 0.01% | +1,159+1,964.4% | Added |
| US Bancorp | 1,363 | $19.0K | 0.00% | +827+154.3% | Added |
| Wipfli Financial Advisors LLC, | 1,691 | $24.0K | 0.00% | +1,691 | New |
| Accel Wealth Management | 1,776 | $25.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,005 | $28.0K | 0.00% | +501+33.3% | Added |
| Harbour Investments, Inc. | 1,463 | $29.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,763 | $39.0K | 0.00% | −1,584−36.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,650 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,755 | $52.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,046 | $57.0K | 0.03% | +4,046 | New |
| Metropolitan Life Insurance Co | 4,297 | $60.4K | 0.00% | −639−12.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,442 | $62.0K | 0.00% | +2,266+104.1% | Added |
| Harvest Fund Management Co., Ltd | 4,736 | $66.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 5,317 | $75.0K | 0.00% | −21,301−80.0% | Reduced |
| KBC Group NV | 5,590 | $79.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,414 | $90.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 6,606 | $93.0K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,695 | $94.0K | 0.00% | −4,714−41.3% | Reduced |
| Simplex Trading, LLC | 7,469 | $104.0K | 0.00% | +2,613+53.8% | Added |
| Pensionfund Sabic | 7,714 | $108.0K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 105,000 | $110.0K | 0.01% | +105,000 | New |
| The PNC Financial Services Group, Inc. | 8,360 | $118.0K | 0.00% | +1,705+25.6% | Added |
| Wolverine Asset Management LLC | 8,870 | $124.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,723 | $133.0K | 0.00% | −1,760−15.3% | Reduced |
| Mutual of America Capital Management LLC | 9,640 | $135.0K | 0.00% | +1,507+18.5% | Added |
| Employees Retirement System of Texas | 9,717 | $137.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,006 | $141.0K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 10,493 | $147.0K | 0.11% | +10,493 | New |
| Quantinno Capital Management LP | 10,577 | $149.0K | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 10,801 | $152.0K | 0.00% | +574+5.6% | Added |
| Arizona State Retirement System | 13,160 | $185.0K | 0.00% | +37+0.3% | Added |
| Victory Capital Management Inc | 13,236 | $186.0K | 0.00% | +1,252+10.4% | Added |
| Stifel Financial Corp | 13,302 | $187.0K | 0.00% | −331−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $191.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $191.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,671 | $192.0K | 0.00% | +366+2.8% | Added |
| Penserra Capital Management LLC | 15,378 | $216.0K | 0.01% | +1,500+10.8% | Added |
| Handelsbanken Fonder AB | 15,479 | $217.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,435 | $217.0K | 0.00% | +15,435 | New |
| Western Wealth Management, LLC | 15,870 | $224.0K | 0.01% | −1,062−6.3% | Reduced |
| Oregon Public Employees Retirement Fund | 15,984 | $225.0K | 0.00% | +180+1.1% | Added |
| Cutter & CO Brokerage, Inc. | 16,169 | $227.0K | 0.08% | −308−1.9% | Reduced |
| H&H Retirement Design & Management INC | 16,232 | $229.0K | 0.22% | +399+2.5% | Added |
| Alberta Investment Management Corp | 17,490 | $246.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,550 | $247.0K | 0.00% | −27,994−61.5% | Reduced |
| Advisor Group Holdings, Inc. | 17,962 | $251.0K | 0.00% | −80.0% | Reduced |
| Pictet Asset Management SA | 18,607 | $261.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 18,647 | $262.0K | 0.00% | −1,980−9.6% | Reduced |
| American Century Companies Inc | 19,029 | $267.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,433 | $273.0K | 0.00% | −209−1.1% | Reduced |
| New York Life Investment Management LLC | 19,561 | $275.0K | 0.00% | −12,723−39.4% | Reduced |
| Voya Investment Management LLC | 19,746 | $277.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 20,289 | $285.0K | 0.01% | +1,885+10.2% | Added |
| Graham Capital Management, L.P. | 21,666 | $304.0K | 0.01% | +21,666 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,721 | $305.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 21,856 | $307.0K | 0.00% | +160+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 21,937 | $308.0K | 0.01% | +21,937 | New |
| Cornercap Investment Counsel Inc | 22,373 | $314.0K | 0.06% | +22,373 | New |
| Louisiana State Employees Retirement System | 23,200 | $326.0K | 0.01% | −200−0.9% | Reduced |