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, Q1 2023
Institutional positions in Office Properties Income Trust as of Mar 31, 2023. 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
- 189
- −15 vs. Q4 2022
- Shares held
- 38.3M
- −384.7K (−1.0%) vs. Q4 2022
- Total value
- $470.5M
- −$43.0M (−8.4%) vs. Q4 2022
- New holders
- 17
- 60 more added
- Sold out
- 32
- 67 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,146,079 | $112.5M | 0.00% | −130,863−1.4% | Reduced |
| Vanguard Group Inc | 8,059,567 | $99.1M | 0.00% | −59,510−0.7% | Reduced |
| State Street Corp | 3,274,660 | $40.3M | 0.00% | −16,373−0.5% | Reduced |
| LSV Asset Management | 1,989,937 | $24.5M | 0.05% | −14,700−0.7% | Reduced |
| Invesco Ltd. | 1,412,204 | $17.4M | 0.00% | −145,479−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,334,133 | $16.4M | 0.04% | +854,678+178.3% | Added |
| Charles Schwab Investment Management Inc | 1,166,993 | $14.4M | 0.00% | +86,479+8.0% | Added |
| Geode Capital Management, LLC | 1,090,805 | $13.4M | 0.00% | +22,835+2.1% | Added |
| Morgan Stanley | 702,449 | $8.64M | 0.00% | −9,828−1.4% | Reduced |
| Dimensional Fund Advisors LP | 686,334 | $8.44M | 0.00% | +61,313+9.8% | Added |
| Northern Trust Corp | 582,937 | $7.17M | 0.00% | −15,468−2.6% | Reduced |
| Bank of New York Mellon Corp | 477,568 | $5.87M | 0.00% | −40,460−7.8% | Reduced |
| AQR Capital Management LLC | 437,561 | $5.38M | 0.01% | −376,636−46.3% | Reduced |
| Legal & General Group Plc | 433,065 | $5.33M | 0.00% | +21,921+5.3% | Added |
| Norges Bank | 418,078 | $5.14M | 0.00% | −33,031−7.3% | Reduced |
| Nuveen Asset Management, LLC | 399,010 | $4.91M | 0.00% | −49,400−11.0% | Reduced |
| Citadel Advisors LLC | 363,900 | $4.48M | 0.00% | +107,762+42.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 324,946 | $4.00M | 1.53% | +38,739+13.5% | Added |
| Principal Financial Group Inc | 308,068 | $3.79M | 0.00% | −6,798−2.2% | Reduced |
| UBS Asset Management Americas Inc | 268,047 | $3.30M | 0.00% | +21,151+8.6% | Added |
| Quinn Opportunity Partners LLC | 234,724 | $2.89M | 0.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 210,932 | $2.59M | 0.00% | +1050.0% | Added |
| Prudential Financial Inc | 191,328 | $2.35M | 0.00% | +2,307+1.2% | Added |
| Rhumbline Advisers | 171,390 | $2.11M | 0.00% | +8,143+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 167,640 | $2.06M | 0.03% | +101,963+155.2% | Added |
| JPMorgan Chase & Co | 155,397 | $1.91M | 0.00% | −63,166−28.9% | Reduced |
| State of New Jersey Common Pension Fund D | 137,693 | $1.69M | 0.01% | +137,693 | New |
| Goldman Sachs Group Inc | 133,570 | $1.64M | 0.00% | −55,818−29.5% | Reduced |
| Allianz Asset Management GmbH | 125,522 | $1.54M | 0.00% | −86,256−40.7% | Reduced |
| UBS Group AG | 125,411 | $1.54M | 0.00% | +26,405+26.7% | Added |
| Golden Green, Inc. | 114,890 | $1.41M | 1.66% | +44,095+62.3% | Added |
| Swiss National Bank | 104,733 | $1.29M | 0.00% | −12,200−10.4% | Reduced |
| Bank of America Corp | 102,011 | $1.25M | 0.00% | −32,532−24.2% | Reduced |
| Great West Life Assurance Co | 94,285 | $1.16M | 0.00% | +4,172+4.6% | Added |
| Public Sector Pension Investment Board | 85,416 | $1.05M | 0.01% | −3,402−3.8% | Reduced |
| CastleKnight Management LP | 85,400 | $1.05M | 0.27% | +3,351+4.1% | Added |
| Credit Suisse AG | 83,211 | $1.02M | 0.00% | −854−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 81,136 | $998.0K | 0.00% | +8,811+12.2% | Added |
| Asset Management One Co.,Ltd. | 79,195 | $974.1K | 0.00% | +178+0.2% | Added |
| Alliancebernstein L.P. | 78,813 | $969.4K | 0.00% | −7,385−8.6% | Reduced |
| Barclays PLC | 75,990 | $934.7K | 0.00% | −131,243−63.3% | Reduced |
| Victory Capital Management Inc | 71,406 | $878.3K | 0.00% | −857−1.2% | Reduced |
| National Asset Management, Inc. | 67,735 | $833.1K | 0.02% | −5,432−7.4% | Reduced |
| Public Employees Retirement System of Ohio | 67,316 | $828.0K | 0.00% | +8,546+14.5% | Added |
| Renaissance Technologies LLC | 65,455 | $805.0K | 0.00% | +45,500+228.0% | Added |
| State of Wisconsin Investment Board | 63,416 | $780.0K | 0.00% | +5,474+9.4% | Added |
| HSBC Holdings PLC | 61,545 | $748.6K | 0.00% | −19,456−24.0% | Reduced |
| California State Teachers Retirement System | 60,486 | $744.0K | 0.00% | −769−1.3% | Reduced |
| State of Alaska, Department of Revenue | 58,076 | $713.0K | 0.01% | +154+0.3% | Added |
| Macquarie Group Ltd | 55,256 | $679.7K | 0.00% | +725+1.3% | Added |
| BNP Paribas Arbitrage, SA | 54,935 | $675.7K | 0.00% | +27,951+103.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,495 | $670.3K | 0.00% | −168−0.3% | Reduced |
| New York State Teachers Retirement System | 53,828 | $662.0K | 0.00% | −181−0.3% | Reduced |
| Envestnet Asset Management Inc | 53,271 | $655.2K | 0.00% | −8,242−13.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,423 | $632.5K | 0.01% | −554−1.1% | Reduced |
| Susquehanna International Group, LLP | 50,903 | $626.1K | 0.00% | +15,602+44.2% | Added |
| Walleye Capital LLC | 50,720 | $623.9K | 0.01% | +18,306+56.5% | Added |
| Nomura Asset Management Co Ltd | 50,190 | $617.3K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,130 | $592.0K | 0.00% | −1,686−3.4% | Reduced |
| Price T Rowe Associates Inc | 46,646 | $574.0K | 0.00% | +5,002+12.0% | Added |
| Group One Trading, L.P. | 46,315 | $569.7K | 0.03% | +46,315 | New |
| Deutsche Bank AG | 45,235 | $556.4K | 0.00% | −69,280−60.5% | Reduced |
| Texas Permanent School Fund | 43,255 | $532.0K | 0.01% | +10,780+33.2% | Added |
| LPL Financial LLC | 43,192 | $531.3K | 0.00% | +779+1.8% | Added |
| Wells Fargo & Company | 43,034 | $529.3K | 0.00% | −5,581−11.5% | Reduced |
| Mercer Global Advisors Inc | 42,749 | $526.0K | 0.00% | +1,543+3.7% | Added |
| Camelot Portfolios, LLC | 41,217 | $507.0K | 0.35% | +213+0.5% | Added |
| New York Life Investment Management LLC | 40,726 | $500.9K | 0.01% | +18,681+84.7% | Added |
| Bank of Montreal | 36,755 | $494.7K | 0.00% | +36,755 | New |
| Amundi | 38,143 | $453.9K | 0.00% | +6,609+21.0% | Added |
| Royal Bank of Canada | 36,021 | $443.0K | 0.00% | −5,930−14.1% | Reduced |
| STRS Ohio | 34,824 | $428.0K | 0.00% | −12,579−26.5% | Reduced |
| SG Americas Securities, LLC | 34,577 | $425.0K | 0.01% | +20,977+154.2% | Added |
| Voya Investment Management LLC | 34,291 | $421.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 32,638 | $401.4K | 0.00% | +2,400+7.9% | Added |
| Citigroup Inc | 29,515 | $363.0K | 0.00% | −9,995−25.3% | Reduced |
| MAI Capital Management | 29,232 | $359.6K | 0.01% | +18,064+161.7% | Added |
| Capital Investment Advisors, LLC | 28,783 | $354.0K | 0.01% | −712−2.4% | Reduced |
| New York State Common Retirement Fund | 28,228 | $347.2K | 0.00% | −5,901−17.3% | Reduced |
| Millennium Management LLC | 27,709 | $341.0K | 0.00% | −2,843−9.3% | Reduced |
| Garner Asset Management Corp | 27,654 | $340.0K | 0.16% | −45,681−62.3% | Reduced |
| Penserra Capital Management LLC | 27,529 | $338.0K | 0.01% | +5,162+23.1% | Added |
| Alps Advisors Inc | 27,448 | $337.6K | 0.00% | −3,952−12.6% | Reduced |
| Yousif Capital Management, LLC | 27,260 | $335.3K | 0.00% | −3,645−11.8% | Reduced |
| State of Tennessee, Treasury Department | 27,121 | $333.6K | 0.00% | −8,252−23.3% | Reduced |
| Hancock Whitney Corp | 26,528 | $327.0K | 0.01% | +2,736+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,425 | $325.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 26,352 | $324.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,207 | $322.3K | 0.00% | +111+0.4% | Added |
| American Century Companies Inc | 24,430 | $300.5K | 0.00% | +5,401+28.4% | Added |
| Susquehanna Fundamental Investments, LLC | 23,903 | $294.0K | 0.01% | −17,175−41.8% | Reduced |
| FMR LLC | 23,158 | $284.8K | 0.00% | +17,306+295.7% | Added |
| Teacher Retirement System of Texas | 22,741 | $280.0K | 0.00% | +10,262+82.2% | Added |
| Louisiana State Employees Retirement System | 22,600 | $278.0K | 0.01% | −500−2.2% | Reduced |
| Caxton Associates LP | 22,549 | $277.4K | 0.04% | +22,549 | New |
| Janus Henderson Group PLC | 21,208 | $260.6K | 0.00% | +21,208 | New |
| Amalgamated Bank | 20,235 | $249.0K | 0.00% | −1,621−7.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,066 | $246.8K | 0.03% | +8,319+70.8% | Added |
| Maryland State Retirement & Pension System | 19,835 | $244.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,689 | $242.2K | 0.07% | −1,291−6.2% | Reduced |