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, Q4 2022
Institutional positions in Office Properties Income Trust as of Dec 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
- 206
- +24 vs. Q3 2022
- Shares held
- 38.7M
- +1.38M (+3.7%) vs. Q3 2022
- Total value
- $514.0M
- −$8.49M (−1.6%) vs. Q3 2022
- New holders
- 44
- 80 more added
- Sold out
- 20
- 46 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 373 | $5 | 0.00% | +373 | New |
| Sofos Investments, Inc. | 13 | $100 | 0.00% | +13 | New |
| Rosenberg Matthew Hamilton | 12 | $160 | 0.00% | +12 | New |
| Signaturefd, LLC | 15 | $200 | 0.00% | −206−93.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17 | $227 | 0.00% | +17 | New |
| Aua Capital Management, LLC | 18 | $240 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $314 | 0.00% | −88−79.3% | Reduced |
| Boyd Watterson Asset Management LLC | 25 | $334 | 0.00% | +25 | New |
| Central Trust Co | 26 | $347 | 0.00% | +26 | New |
| Whittier Trust Co of Nevada Inc | 31 | $413 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $427 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $494 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $614 | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 48 | $641 | 0.00% | −70−59.3% | Reduced |
| TSFG, LLC | 44 | $1.00K | 0.00% | −366−89.3% | Reduced |
| ClariVest Asset Management LLC | 79 | $1.00K | 0.00% | +35+79.5% | Added |
| Winch Advisory Services, LLC | 110 | $1.00K | 0.00% | +4+3.8% | Added |
| Spire Wealth Management | 52 | $1.00K | 0.00% | +52 | New |
| Worth Asset Management, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 93 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $1.52K | 0.00% | +114 | New |
| Beacon Capital Management, LLC | 136 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 127 | $2.00K | 0.00% | +67+111.7% | Added |
| Lee Financial Co | 152 | $2.03K | 0.00% | +152 | New |
| Red Tortoise LLC | 171 | $2.28K | 0.00% | +171 | New |
| Capital Analysts, LLC | 250 | $3.00K | 0.00% | −234−48.3% | 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 |
| Asset Dedication, LLC | 261 | $3.00K | 0.00% | +261 | New |
| Glass Jacobson Investment Advisors llc | 248 | $3.31K | 0.00% | +248 | New |
| Newbridge Financial Services Group, Inc. | 250 | $3.34K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 295 | $4.00K | 0.00% | +99+50.5% | Added |
| First Horizon Advisors, Inc. | 350 | $4.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 430 | $5.74K | 0.00% | +430 | New |
| Cary Street Partner Investment Advisory LLC | 441 | $5.89K | 0.00% | +441 | New |
| Tower Research Capital LLC (TRC) | 437 | $6.00K | 0.00% | −4,005−90.2% | Reduced |
| TD Private Client Wealth LLC | 507 | $6.77K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $7.34K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 578 | $7.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 739 | $9.87K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 901 | $12.0K | 0.00% | −6−0.7% | Reduced |
| ICA Group Wealth Management, LLC | 928 | $12.4K | 0.00% | +928 | New |
| Toronto Dominion Bank | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Riverview Trust Co | 983 | $13.0K | 0.01% | +983 | New |
| TCI Wealth Advisors, Inc. | 1,024 | $13.7K | 0.00% | +1,024 | New |
| Quadrant Capital Group LLC | 1,164 | $15.5K | 0.00% | +353+43.5% | Added |
| EverSource Wealth Advisors, LLC | 1,203 | $16.1K | 0.00% | +1,001+495.5% | Added |
| US Bancorp | 1,330 | $17.8K | 0.00% | −33−2.4% | Reduced |
| Versant Capital Management, Inc | 1,348 | $18.0K | 0.01% | +130+10.7% | Added |
| Harbour Investments, Inc. | 1,397 | $18.6K | 0.00% | −66−4.5% | Reduced |
| Accel Wealth Management | 1,776 | $23.7K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,819 | $24.3K | 0.00% | +1,819 | New |
| Sutton Wealth Advisors Inc. | 2,455 | $32.8K | 0.01% | +2,409+5,237.0% | Added |
| CWM, LLC | 2,843 | $38.0K | 0.00% | +838+41.8% | Added |
| Bessemer Group Inc | 3,205 | $43.0K | 0.00% | +3,205 | New |
| Belpointe Asset Management LLC | 3,252 | $43.4K | 0.00% | +3,252 | New |
| Cullen/Frost Bankers, Inc. | 3,895 | $52.0K | 0.00% | +3,895 | New |
| Metropolitan Life Insurance Co | 4,293 | $57.3K | 0.00% | −4−0.1% | Reduced |
| Advisory Services Network, LLC | 4,303 | $57.4K | 0.00% | +4,303 | New |
| Ameritas Investment Partners, Inc. | 3,755 | $60.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,736 | $64.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,970 | $66.0K | 0.00% | +2,207+79.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,437 | $72.6K | 0.06% | +5,437 | New |
| KBC Group NV | 5,590 | $75.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,852 | $78.1K | 0.00% | +535+10.1% | Added |
| The PNC Financial Services Group, Inc. | 6,353 | $84.8K | 0.00% | −2,007−24.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $86.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 7,513 | $100.0K | 0.09% | +907+13.7% | Added |
| Pensionfund Sabic | 7,714 | $103.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,870 | $118.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,723 | $132.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,179 | $135.9K | 0.00% | +539+5.6% | Added |
| State of Wyoming | 10,367 | $138.4K | 0.05% | +6,321+156.2% | Added |
| State Board of Administration of Florida Retirement System | 10,536 | $140.7K | 0.00% | +530+5.3% | Added |
| Squarepoint Ops LLC | 11,031 | $147.3K | 0.00% | +11,031 | New |
| MAI Capital Management | 11,168 | $149.1K | 0.00% | +11,168 | New |
| Engineers Gate Manager LP | 11,583 | $154.6K | 0.01% | +11,583 | New |
| Handelsbanken Fonder AB | 11,579 | $155.0K | 0.00% | −3,900−25.2% | Reduced |
| Arrow Investment Advisors, LLC | 11,673 | $155.8K | 0.11% | +1,180+11.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,747 | $156.8K | 0.02% | +11,747 | New |
| Cornerstone Investment Partners, LLC | 11,940 | $159.4K | 0.01% | +11,940 | New |
| Stifel Financial Corp | 12,119 | $161.8K | 0.00% | −1,183−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,473 | $166.5K | 0.00% | +12,473 | New |
| Teacher Retirement System of Texas | 12,479 | $167.0K | 0.00% | +12,479 | New |
| Cutter & CO Brokerage, Inc. | 13,198 | $176.2K | 0.06% | −2,971−18.4% | Reduced |
| Daiwa Securities Group Inc. | 13,487 | $180.0K | 0.00% | −184−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $181.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $181.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,600 | $182.0K | 0.00% | −3,950−22.5% | Reduced |
| Arizona State Retirement System | 13,672 | $182.5K | 0.00% | +512+3.9% | Added |
| Advisor Group Holdings, Inc. | 14,097 | $186.9K | 0.00% | −3,865−21.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,435 | $206.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,743 | $210.0K | 0.02% | +15,743 | New |
| D. E. Shaw & Co., Inc. | 15,743 | $210.2K | 0.00% | +15,743 | New |
| Oregon Public Employees Retirement Fund | 16,080 | $214.7K | 0.00% | +96+0.6% | Added |
| Raymond James & Associates | 16,200 | $216.3K | 0.00% | −2,447−13.1% | Reduced |
| HBK Sorce Advisory LLC | 210,000 | $225.0K | 0.01% | +105,000+100.0% | Added |