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 |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | 16,232 | $229.0K | 0.22% | +399+2.5% | Added |
| Cutter & CO Brokerage, Inc. | 16,169 | $227.0K | 0.08% | −308−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,984 | $225.0K | 0.00% | +180+1.1% | Added |
| Western Wealth Management, LLC | 15,870 | $224.0K | 0.01% | −1,062−6.3% | Reduced |
| 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 |
| Penserra Capital Management LLC | 15,378 | $216.0K | 0.01% | +1,500+10.8% | Added |
| Daiwa Securities Group Inc. | 13,671 | $192.0K | 0.00% | +366+2.8% | Added |
| 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 |
| Stifel Financial Corp | 13,302 | $187.0K | 0.00% | −331−2.4% | Reduced |
| Victory Capital Management Inc | 13,236 | $186.0K | 0.00% | +1,252+10.4% | Added |
| Arizona State Retirement System | 13,160 | $185.0K | 0.00% | +37+0.3% | Added |
| Standard Life Aberdeen plc | 10,801 | $152.0K | 0.00% | +574+5.6% | Added |
| Quantinno Capital Management LP | 10,577 | $149.0K | 0.02% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 10,493 | $147.0K | 0.11% | +10,493 | New |
| State Board of Administration of Florida Retirement System | 10,006 | $141.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 9,717 | $137.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,640 | $135.0K | 0.00% | +1,507+18.5% | Added |
| DekaBank Deutsche Girozentrale | 9,723 | $133.0K | 0.00% | −1,760−15.3% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $124.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,360 | $118.0K | 0.00% | +1,705+25.6% | Added |
| HBK Sorce Advisory LLC | 105,000 | $110.0K | 0.01% | +105,000 | New |
| Pensionfund Sabic | 7,714 | $108.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,469 | $104.0K | 0.00% | +2,613+53.8% | Added |
| Royal Bank of Canada | 6,695 | $94.0K | 0.00% | −4,714−41.3% | Reduced |
| EMC Capital Management | 6,606 | $93.0K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,414 | $90.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,590 | $79.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,317 | $75.0K | 0.00% | −21,301−80.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,736 | $66.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,442 | $62.0K | 0.00% | +2,266+104.1% | Added |
| Metropolitan Life Insurance Co | 4,297 | $60.4K | 0.00% | −639−12.9% | Reduced |
| State of Wyoming | 4,046 | $57.0K | 0.03% | +4,046 | New |
| Ameritas Investment Partners, Inc. | 3,755 | $52.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,650 | $51.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,763 | $39.0K | 0.00% | −1,584−36.4% | Reduced |
| Harbour Investments, Inc. | 1,463 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,005 | $28.0K | 0.00% | +501+33.3% | Added |
| Accel Wealth Management | 1,776 | $25.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,691 | $24.0K | 0.00% | +1,691 | New |
| US Bancorp | 1,363 | $19.0K | 0.00% | +827+154.3% | Added |
| Versant Capital Management, Inc | 1,218 | $17.0K | 0.01% | +1,159+1,964.4% | Added |
| Allspring Global Investments Holdings, LLC | 907 | $12.0K | 0.00% | +177+24.2% | Added |
| Quadrant Capital Group LLC | 811 | $11.0K | 0.00% | +663+448.0% | Added |
| Sound Income Strategies, LLC | 739 | $10.0K | 0.00% | +274+58.9% | Added |
| Meeder Asset Management Inc | 619 | $9.00K | 0.00% | +335+118.0% | Added |
| Proequities, Inc. | 578 | $8.00K | 0.00% | −79−12.0% | Reduced |
| North Star Investment Management Corp. | 550 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 507 | $7.12K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 484 | $7.00K | 0.00% | +5+1.0% | Added |
| TSFG, LLC | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 291 | $4.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlas Capital Advisors LLC | 244 | $3.43K | 0.00% | +244 | 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 |
| AdvisorNet Financial, Inc | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $2.00K | 0.00% | +111 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 46 | $646 | 0.00% | +28+155.6% | Added |
| 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 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −430,691−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −169,838−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −67,019−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −29,079−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −19,792−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,760−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −19,588−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,680−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −10,264−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −9,577−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −235−100.0% | Sold out |