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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 19,548 | $261.0K | 0.00% | +115+0.6% | Added |
| American Century Companies Inc | 19,029 | $254.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,757 | $250.0K | 0.00% | −11,800−38.6% | Reduced |
| Alberta Investment Management Corp | 17,490 | $233.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,377 | $232.0K | 0.00% | +17,377 | New |
| HBK Sorce Advisory LLC | 210,000 | $225.0K | 0.01% | +105,000+100.0% | Added |
| Raymond James & Associates | 16,200 | $216.3K | 0.00% | −2,447−13.1% | Reduced |
| Oregon Public Employees Retirement Fund | 16,080 | $214.7K | 0.00% | +96+0.6% | Added |
| D. E. Shaw & Co., Inc. | 15,743 | $210.2K | 0.00% | +15,743 | New |
| Dynamic Technology Lab Private Ltd | 15,743 | $210.0K | 0.02% | +15,743 | New |
| Teachers Retirement System of the State of Kentucky | 15,435 | $206.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,097 | $186.9K | 0.00% | −3,865−21.5% | Reduced |
| Arizona State Retirement System | 13,672 | $182.5K | 0.00% | +512+3.9% | Added |
| SG Americas Securities, LLC | 13,600 | $182.0K | 0.00% | −3,950−22.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $181.6K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $181.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,487 | $180.0K | 0.00% | −184−1.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,198 | $176.2K | 0.06% | −2,971−18.4% | Reduced |
| Teacher Retirement System of Texas | 12,479 | $167.0K | 0.00% | +12,479 | New |
| Schonfeld Strategic Advisors LLC | 12,473 | $166.5K | 0.00% | +12,473 | New |
| Stifel Financial Corp | 12,119 | $161.8K | 0.00% | −1,183−8.9% | Reduced |
| Cornerstone Investment Partners, LLC | 11,940 | $159.4K | 0.01% | +11,940 | New |
| Y-Intercept (Hong Kong) Ltd | 11,747 | $156.8K | 0.02% | +11,747 | New |
| Arrow Investment Advisors, LLC | 11,673 | $155.8K | 0.11% | +1,180+11.2% | Added |
| Handelsbanken Fonder AB | 11,579 | $155.0K | 0.00% | −3,900−25.2% | Reduced |
| Engineers Gate Manager LP | 11,583 | $154.6K | 0.01% | +11,583 | New |
| MAI Capital Management | 11,168 | $149.1K | 0.00% | +11,168 | New |
| Squarepoint Ops LLC | 11,031 | $147.3K | 0.00% | +11,031 | New |
| State Board of Administration of Florida Retirement System | 10,536 | $140.7K | 0.00% | +530+5.3% | Added |
| State of Wyoming | 10,367 | $138.4K | 0.05% | +6,321+156.2% | Added |
| Mutual of America Capital Management LLC | 10,179 | $135.9K | 0.00% | +539+5.6% | Added |
| DekaBank Deutsche Girozentrale | 9,723 | $132.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,870 | $118.4K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 7,714 | $103.0K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 7,513 | $100.0K | 0.09% | +907+13.7% | Added |
| Public Employees Retirement Association of Colorado | 6,414 | $86.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,353 | $84.8K | 0.00% | −2,007−24.0% | Reduced |
| FMR LLC | 5,852 | $78.1K | 0.00% | +535+10.1% | Added |
| KBC Group NV | 5,590 | $75.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,437 | $72.6K | 0.06% | +5,437 | New |
| Van Eck Associates Corp | 4,970 | $66.0K | 0.00% | +2,207+79.9% | Added |
| Harvest Fund Management Co., Ltd | 4,736 | $64.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,755 | $60.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,303 | $57.4K | 0.00% | +4,303 | New |
| Metropolitan Life Insurance Co | 4,293 | $57.3K | 0.00% | −4−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,895 | $52.0K | 0.00% | +3,895 | New |
| Belpointe Asset Management LLC | 3,252 | $43.4K | 0.00% | +3,252 | New |
| Bessemer Group Inc | 3,205 | $43.0K | 0.00% | +3,205 | New |
| CWM, LLC | 2,843 | $38.0K | 0.00% | +838+41.8% | Added |
| Sutton Wealth Advisors Inc. | 2,455 | $32.8K | 0.01% | +2,409+5,237.0% | Added |
| Point72 Middle East FZE | 1,819 | $24.3K | 0.00% | +1,819 | New |
| Accel Wealth Management | 1,776 | $23.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,397 | $18.6K | 0.00% | −66−4.5% | Reduced |
| Versant Capital Management, Inc | 1,348 | $18.0K | 0.01% | +130+10.7% | Added |
| US Bancorp | 1,330 | $17.8K | 0.00% | −33−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,203 | $16.1K | 0.00% | +1,001+495.5% | Added |
| Quadrant Capital Group LLC | 1,164 | $15.5K | 0.00% | +353+43.5% | Added |
| TCI Wealth Advisors, Inc. | 1,024 | $13.7K | 0.00% | +1,024 | New |
| Toronto Dominion Bank | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Riverview Trust Co | 983 | $13.0K | 0.01% | +983 | New |
| ICA Group Wealth Management, LLC | 928 | $12.4K | 0.00% | +928 | New |
| Allspring Global Investments Holdings, LLC | 901 | $12.0K | 0.00% | −6−0.7% | Reduced |
| Sound Income Strategies, LLC | 739 | $9.87K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 578 | $7.72K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $7.34K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 507 | $6.77K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 437 | $6.00K | 0.00% | −4,005−90.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 441 | $5.89K | 0.00% | +441 | New |
| Fifth Third Bancorp | 430 | $5.74K | 0.00% | +430 | New |
| First Horizon Advisors, Inc. | 350 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 295 | $4.00K | 0.00% | +99+50.5% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $3.34K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 248 | $3.31K | 0.00% | +248 | 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 |
| Red Tortoise LLC | 171 | $2.28K | 0.00% | +171 | New |
| Lee Financial Co | 152 | $2.03K | 0.00% | +152 | New |
| 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 |
| Beacon Capital Management, LLC | 136 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $1.52K | 0.00% | +114 | New |
| Gradient Investments LLC | 93 | $1.24K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 48 | $641 | 0.00% | −70−59.3% | Reduced |
| Parkside Financial Bank & Trust | 46 | $614 | 0.00% | +46 | New |
| Global Retirement Partners, LLC | 37 | $494 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $427 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $413 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 26 | $347 | 0.00% | +26 | New |
| Boyd Watterson Asset Management LLC | 25 | $334 | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $314 | 0.00% | −88−79.3% | Reduced |
| Aua Capital Management, LLC | 18 | $240 | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 17 | $227 | 0.00% | +17 | New |
| Signaturefd, LLC | 15 | $200 | 0.00% | −206−93.2% | Reduced |