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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.

Institutional holdersQ3 2022: 184 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 heldQ3 2022: $522.6M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q2 2022.

Institutions holding OPI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Diligent Investors, LLC23,733$333.0K0.12%−1,180−4.7%Reduced
Pensionfund DSM Netherlands23,708$333.0K0.24%00.0%Unchanged
BNP Paribas Arbitrage, SA24,738$347.6K0.00%−5,971−19.4%Reduced
American International Group, Inc.26,294$369.0K0.00%+288+1.1%Added
MetLife Investment Management26,352$370.2K0.00%00.0%Unchanged
Walleye Capital LLC27,610$388.0K0.01%+27,610New
Two Sigma Advisers, LP27,738$390.0K0.00%−14,089−33.7%Reduced
O'Shaughnessy Asset Management, LLC27,828$391.0K0.01%+27,828New
Hancock Whitney Corp28,682$403.0K0.02%−1,415−4.7%Reduced
Camelot Portfolios, LLC28,772$404.0K0.38%−1,917−6.2%Reduced
Amundi30,794$415.0K0.00%+3,787+14.0%Added
Deutsche Bank AG29,926$421.0K0.00%−4,870−14.0%Reduced
Capital Investment Advisors, LLC30,487$428.0K0.01%−1,250−3.9%Reduced
Nisa Investment Advisors, LLC30,557$439.0K0.00%+2,476+8.8%Added
Price T Rowe Associates Inc33,409$470.0K0.00%+5,431+19.4%Added
Huber Capital Management LLC34,059$479.0K0.13%+23,861+234.0%Added
New York State Common Retirement Fund34,161$480.0K0.00%+109+0.3%Added
State of Tennessee, Treasury Department34,630$486.0K0.00%+1,630+4.9%Added
Texas Permanent School Fund34,716$488.0K0.01%−169−0.5%Reduced
Wells Fargo & Company35,042$493.0K0.00%+16,082+84.8%Added
LPL Financial LLC36,801$517.0K0.00%+1,093+3.1%Added
Mercer Global Advisors Inc36,845$518.0K0.00%+5,163+16.3%Added
Cubist Systematic Strategies, LLC37,017$520.0K0.00%+37,017New
Comerica Bank36,853$531.0K0.00%−4,360−10.6%Reduced
Yousif Capital Management, LLC39,050$549.0K0.01%−655−1.6%Reduced
Citigroup Inc39,496$555.0K0.00%−455−1.1%Reduced
HSBC Holdings PLC41,638$580.0K0.00%+15,471+59.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys44,148$620.0K0.01%+40.0%Added
Tudor Investment Corp Et Al45,703$642.0K0.02%+45,703New
Virginia Retirement Systems Et Al46,700$656.1K0.01%+46,700New
Nomura Asset Management Co Ltd46,890$658.8K0.00%+2,200+4.9%Added
Susquehanna International Group, LLP47,030$661.0K0.00%+27,632+142.4%Added
Guggenheim Capital LLC48,172$677.0K0.01%+2,418+5.3%Added
National Asset Management, Inc.48,799$686.0K0.02%+48,799New
STRS Ohio49,341$693.0K0.00%−12,949−20.8%Reduced
Thrivent Financial for Lutherans50,089$704.0K0.00%+2,514+5.3%Added
New York State Teachers Retirement System53,909$757.0K0.00%00.0%Unchanged
Macquarie Group Ltd54,259$777.0K0.00%−1,051−1.9%Reduced
Robeco Institutional Asset Management B.V.56,436$793.0K0.00%+42,955+318.6%Added
State of Alaska, Department of Revenue57,377$805.0K0.01%−2,583−4.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.58,292$819.0K0.00%−1,324−2.2%Reduced
Envestnet Asset Management Inc58,450$821.0K0.00%+8,540+17.1%Added
California State Teachers Retirement System60,600$851.0K0.00%−1,136−1.8%Reduced
Credit Suisse AG71,956$1.01M0.00%−2,645−3.5%Reduced
Asset Management One Co.,Ltd.73,747$1.04M0.01%−6,930−8.6%Reduced
Bank of America Corp77,939$1.09M0.00%−42,787−35.4%Reduced
Public Employees Retirement System of Ohio81,929$1.15M0.01%−57,603−41.3%Reduced
UBS Group AG83,719$1.18M0.00%+23,706+39.5%Added
Public Sector Pension Investment Board88,818$1.25M0.01%−824−0.9%Reduced
Alliancebernstein L.P.91,748$1.29M0.00%−3,352−3.5%Reduced
Great West Life Assurance Co94,760$1.33M0.00%+7,485+8.6%Added
Goldman Sachs Group Inc107,419$1.51M0.00%+782+0.7%Added
Swiss National Bank114,433$1.61M0.00%00.0%Unchanged
Allianz Asset Management GmbH116,816$1.64M0.00%+61,182+110.0%Added
State of New Jersey Common Pension Fund D129,523$1.82M0.01%+18,654+16.8%Added
Balyasny Asset Management LLC150,495$2.11M0.01%+150,495New
Rhumbline Advisers158,422$2.23M0.00%+5,155+3.4%Added
Prudential Financial Inc187,120$2.53M0.00%+7,002+3.9%Added
Barclays PLC185,904$2.61M0.00%+63,300+51.6%Added
Citadel Advisors LLC201,440$2.83M0.00%−95,847−32.2%Reduced
UBS Asset Management Americas Inc216,675$3.04M0.00%+2,693+1.3%Added
Ameriprise Financial Inc218,505$3.07M0.00%−7,816−3.5%Reduced
Garner Asset Management Corp224,775$3.16M1.68%−37,043−14.1%Reduced
Quinn Opportunity Partners LLC243,224$3.42M0.39%−21,620−8.2%Reduced
Householder Group Estate & Retirement Specialist, LLC273,397$3.84M1.58%+2,517+0.9%Added
Fuller & Thaler Asset Management, Inc.286,901$4.03M0.03%−73,356−20.4%Reduced
Principal Financial Group Inc298,883$4.20M0.00%−330.0%Reduced
JPMorgan Chase & Co313,609$4.41M0.00%+4,705+1.5%Added
Nuveen Asset Management, LLC337,563$4.74M0.00%+68,617+25.5%Added
Legal & General Group Plc383,405$5.39M0.00%−34,168−8.2%Reduced
AQR Capital Management LLC400,792$5.63M0.01%+197,356+97.0%Added
Norges Bank451,109$6.34M0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.473,785$6.66M0.02%+79,659+20.2%Added
Morgan Stanley507,566$7.13M0.00%+13,213+2.7%Added
Northern Trust Corp562,067$7.90M0.00%−8,936−1.6%Reduced
Bank of New York Mellon Corp760,820$10.7M0.00%−9,464−1.2%Reduced
Dimensional Fund Advisors LP805,482$11.3M0.00%−43,034−5.1%Reduced
Charles Schwab Investment Management Inc990,183$13.9M0.00%+59,895+6.4%Added
Geode Capital Management, LLC1,043,372$14.7M0.00%+36,123+3.6%Added
Invesco Ltd.1,722,686$24.2M0.01%+251,337+17.1%Added
LSV Asset Management2,108,079$29.6M0.07%−6,184−0.3%Reduced
State Street Corp3,181,448$44.7M0.00%−46,378−1.4%Reduced
Vanguard Group Inc8,189,937$115.1M0.00%−65,122−0.8%Reduced
BlackRock Inc.8,799,512$123.6M0.00%−170,680−1.9%Reduced
Jacobs Levy Equity Management, Inc0$00.00%−430,691−100.0%Sold out
Millennium Management LLC0$00.00%−169,838−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−67,019−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−29,079−100.0%Sold out
Caxton Associates LP0$00.00%−19,792−100.0%Sold out
Jane Street Group, LLC0$00.00%−19,760−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−19,588−100.0%Sold out
TownSquare Capital, LLC0$00.00%−12,720−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−11,680−100.0%Sold out
First Trust Advisors LP0$00.00%−10,264−100.0%Sold out
Bank of Montreal0$00.00%−9,577−100.0%Sold out
ACG Wealth0$00.00%−1,450−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−1,035−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−300−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−315−100.0%Sold out
Spire Wealth Management0$00.00%−235−100.0%Sold out