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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1 | $16 | 0.00% | +1 | New |
| Signaturefd, LLC | 7 | $86 | 0.00% | −8−53.3% | Reduced |
| Rosenberg Matthew Hamilton | 12 | $148 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 18 | $221 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $308 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $381 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $394 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $467 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 48 | $590 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 52 | $640 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $747 | 0.00% | −67−52.8% | Reduced |
| Massmutual Trust Co FSB | 62 | $763 | 0.00% | +62 | New |
| IFP Advisors, Inc | 32 | $870 | 0.00% | −359−91.8% | Reduced |
| Worth Asset Management, LLC | 75 | $923 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 114 | $1.00K | 0.00% | +4+3.6% | Added |
| TSFG, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 93 | $1.14K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 103 | $1.27K | 0.00% | +103 | New |
| Farther Finance Advisors, LLC | 114 | $1.40K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 136 | $1.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 146 | $1.79K | 0.00% | +146 | New |
| Red Tortoise LLC | 171 | $2.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 203 | $2.50K | 0.00% | −1,000−83.1% | Reduced |
| Bank of New Hampshire | 212 | $2.61K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $3.08K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 258 | $3.17K | 0.00% | −1,072−80.6% | Reduced |
| Versant Capital Management, Inc | 321 | $3.79K | 0.00% | −1,027−76.2% | Reduced |
| First Horizon Advisors, Inc. | 350 | $4.30K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 359 | $4.42K | 0.00% | +207+136.2% | Added |
| GWM Advisors LLC | 385 | $4.73K | 0.00% | +12+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 441 | $5.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $6.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 507 | $7.00K | 0.00% | +212+71.9% | Added |
| Proequities, Inc. | 578 | $7.11K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 723 | $8.89K | 0.00% | +293+68.1% | Added |
| TCI Wealth Advisors, Inc. | 759 | $9.34K | 0.00% | −265−25.9% | Reduced |
| Sunbelt Securities, Inc. | 839 | $9.92K | 0.00% | +839 | New |
| Sound Income Strategies, LLC | 829 | $10.2K | 0.00% | +90+12.2% | Added |
| ICA Group Wealth Management, LLC | 928 | $11.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 983 | $12.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,033 | $13.0K | 0.00% | +596+136.4% | Added |
| Harbour Investments, Inc. | 1,385 | $17.0K | 0.00% | −12−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,429 | $17.6K | 0.00% | −4,924−77.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,500 | $18.4K | 0.00% | +1,500 | New |
| Accel Wealth Management | 1,776 | $21.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,903 | $23.4K | 0.00% | +739+63.5% | Added |
| CWM, LLC | 3,092 | $38.0K | 0.00% | +249+8.8% | Added |
| Belpointe Asset Management LLC | 3,252 | $40.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,673 | $45.2K | 0.00% | −620−14.4% | Reduced |
| KBC Group NV | 3,700 | $46.0K | 0.00% | −1,890−33.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,755 | $46.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,895 | $47.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,425 | $54.4K | 0.00% | +122+2.8% | Added |
| PEAK6 Investments LLC | 4,763 | $58.6K | 0.00% | +4,763 | New |
| Van Eck Associates Corp | 5,241 | $64.0K | 0.00% | +271+5.5% | Added |
| Caldwell Sutter Capital, Inc. | 5,437 | $66.9K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,414 | $79.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,820 | $83.0K | 0.00% | +6,820 | New |
| EMC Capital Management | 7,513 | $92.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 7,811 | $96.1K | 0.03% | −2,556−24.7% | Reduced |
| Wolverine Asset Management LLC | 8,870 | $109.1K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,002 | $123.0K | 0.00% | −177−1.7% | Reduced |
| Squarepoint Ops LLC | 10,149 | $124.8K | 0.00% | −882−8.0% | Reduced |
| Cornerstone Investment Partners, LLC | 10,519 | $129.4K | 0.01% | −1,421−11.9% | Reduced |
| State Board of Administration of Florida Retirement System | 10,536 | $129.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,040 | $135.8K | 0.00% | −1,079−8.9% | Reduced |
| DekaBank Deutsche Girozentrale | 11,754 | $139.0K | 0.00% | +2,031+20.9% | Added |
| H&H Retirement Design & Management INC | 17,303 | $140.5K | 0.09% | +489+2.9% | Added |
| Handelsbanken Fonder AB | 11,579 | $142.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,818 | $145.3K | 0.00% | −2,279−16.2% | Reduced |
| Guggenheim Capital LLC | 13,282 | $163.4K | 0.00% | −29,352−68.8% | Reduced |
| Arrow Investment Advisors, LLC | 13,437 | $165.3K | 0.12% | +1,764+15.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $167.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,603 | $167.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,072 | $173.1K | 0.00% | +400+2.9% | Added |
| Daiwa Securities Group Inc. | 14,854 | $183.0K | 0.00% | +1,367+10.1% | Added |
| Pictet Asset Management SA | 15,292 | $188.1K | 0.00% | −6,766−30.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,435 | $190.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,677 | $192.8K | 0.00% | −403−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,372 | $201.4K | 0.04% | +16,372 | New |
| Everence Capital Management Inc | 16,590 | $204.0K | 0.02% | +16,590 | New |
| Nisa Investment Advisors, LLC | 17,247 | $212.0K | 0.00% | −1,510−8.1% | Reduced |
| Alberta Investment Management Corp | 17,490 | $215.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,920 | $220.4K | 0.01% | +6,337+54.7% | Added |
| Manufacturers Life Insurance Company, The | 19,548 | $240.4K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,689 | $242.2K | 0.07% | −1,291−6.2% | Reduced |
| Maryland State Retirement & Pension System | 19,835 | $244.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,066 | $246.8K | 0.03% | +8,319+70.8% | Added |
| Amalgamated Bank | 20,235 | $249.0K | 0.00% | −1,621−7.4% | Reduced |
| Janus Henderson Group PLC | 21,208 | $260.6K | 0.00% | +21,208 | New |
| Caxton Associates LP | 22,549 | $277.4K | 0.04% | +22,549 | New |
| Louisiana State Employees Retirement System | 22,600 | $278.0K | 0.01% | −500−2.2% | Reduced |
| Teacher Retirement System of Texas | 22,741 | $280.0K | 0.00% | +10,262+82.2% | Added |
| FMR LLC | 23,158 | $284.8K | 0.00% | +17,306+295.7% | Added |
| Susquehanna Fundamental Investments, LLC | 23,903 | $294.0K | 0.01% | −17,175−41.8% | Reduced |
| American Century Companies Inc | 24,430 | $300.5K | 0.00% | +5,401+28.4% | Added |
| American International Group, Inc. | 26,207 | $322.3K | 0.00% | +111+0.4% | Added |