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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 26,352 | $324.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,425 | $325.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 26,528 | $327.0K | 0.01% | +2,736+11.5% | Added |
| State of Tennessee, Treasury Department | 27,121 | $333.6K | 0.00% | −8,252−23.3% | Reduced |
| Yousif Capital Management, LLC | 27,260 | $335.3K | 0.00% | −3,645−11.8% | Reduced |
| Alps Advisors Inc | 27,448 | $337.6K | 0.00% | −3,952−12.6% | Reduced |
| Penserra Capital Management LLC | 27,529 | $338.0K | 0.01% | +5,162+23.1% | Added |
| Garner Asset Management Corp | 27,654 | $340.0K | 0.16% | −45,681−62.3% | Reduced |
| Millennium Management LLC | 27,709 | $341.0K | 0.00% | −2,843−9.3% | Reduced |
| New York State Common Retirement Fund | 28,228 | $347.2K | 0.00% | −5,901−17.3% | Reduced |
| Capital Investment Advisors, LLC | 28,783 | $354.0K | 0.01% | −712−2.4% | Reduced |
| MAI Capital Management | 29,232 | $359.6K | 0.01% | +18,064+161.7% | Added |
| Citigroup Inc | 29,515 | $363.0K | 0.00% | −9,995−25.3% | Reduced |
| Two Sigma Advisers, LP | 32,638 | $401.4K | 0.00% | +2,400+7.9% | Added |
| Voya Investment Management LLC | 34,291 | $421.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 34,577 | $425.0K | 0.01% | +20,977+154.2% | Added |
| STRS Ohio | 34,824 | $428.0K | 0.00% | −12,579−26.5% | Reduced |
| Royal Bank of Canada | 36,021 | $443.0K | 0.00% | −5,930−14.1% | Reduced |
| Amundi | 38,143 | $453.9K | 0.00% | +6,609+21.0% | Added |
| Bank of Montreal | 36,755 | $494.7K | 0.00% | +36,755 | New |
| New York Life Investment Management LLC | 40,726 | $500.9K | 0.01% | +18,681+84.7% | Added |
| Camelot Portfolios, LLC | 41,217 | $507.0K | 0.35% | +213+0.5% | Added |
| Mercer Global Advisors Inc | 42,749 | $526.0K | 0.00% | +1,543+3.7% | Added |
| Wells Fargo & Company | 43,034 | $529.3K | 0.00% | −5,581−11.5% | Reduced |
| LPL Financial LLC | 43,192 | $531.3K | 0.00% | +779+1.8% | Added |
| Texas Permanent School Fund | 43,255 | $532.0K | 0.01% | +10,780+33.2% | Added |
| Deutsche Bank AG | 45,235 | $556.4K | 0.00% | −69,280−60.5% | Reduced |
| Group One Trading, L.P. | 46,315 | $569.7K | 0.03% | +46,315 | New |
| Price T Rowe Associates Inc | 46,646 | $574.0K | 0.00% | +5,002+12.0% | Added |
| Thrivent Financial for Lutherans | 48,130 | $592.0K | 0.00% | −1,686−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 50,190 | $617.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 50,720 | $623.9K | 0.01% | +18,306+56.5% | Added |
| Susquehanna International Group, LLP | 50,903 | $626.1K | 0.00% | +15,602+44.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,423 | $632.5K | 0.01% | −554−1.1% | Reduced |
| Envestnet Asset Management Inc | 53,271 | $655.2K | 0.00% | −8,242−13.4% | Reduced |
| New York State Teachers Retirement System | 53,828 | $662.0K | 0.00% | −181−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,495 | $670.3K | 0.00% | −168−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 54,935 | $675.7K | 0.00% | +27,951+103.6% | Added |
| Macquarie Group Ltd | 55,256 | $679.7K | 0.00% | +725+1.3% | Added |
| State of Alaska, Department of Revenue | 58,076 | $713.0K | 0.01% | +154+0.3% | Added |
| California State Teachers Retirement System | 60,486 | $744.0K | 0.00% | −769−1.3% | Reduced |
| HSBC Holdings PLC | 61,545 | $748.6K | 0.00% | −19,456−24.0% | Reduced |
| State of Wisconsin Investment Board | 63,416 | $780.0K | 0.00% | +5,474+9.4% | Added |
| Renaissance Technologies LLC | 65,455 | $805.0K | 0.00% | +45,500+228.0% | Added |
| Public Employees Retirement System of Ohio | 67,316 | $828.0K | 0.00% | +8,546+14.5% | Added |
| National Asset Management, Inc. | 67,735 | $833.1K | 0.02% | −5,432−7.4% | Reduced |
| Victory Capital Management Inc | 71,406 | $878.3K | 0.00% | −857−1.2% | Reduced |
| Barclays PLC | 75,990 | $934.7K | 0.00% | −131,243−63.3% | Reduced |
| Alliancebernstein L.P. | 78,813 | $969.4K | 0.00% | −7,385−8.6% | Reduced |
| Asset Management One Co.,Ltd. | 79,195 | $974.1K | 0.00% | +178+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 81,136 | $998.0K | 0.00% | +8,811+12.2% | Added |
| Credit Suisse AG | 83,211 | $1.02M | 0.00% | −854−1.0% | Reduced |
| CastleKnight Management LP | 85,400 | $1.05M | 0.27% | +3,351+4.1% | Added |
| Public Sector Pension Investment Board | 85,416 | $1.05M | 0.01% | −3,402−3.8% | Reduced |
| Great West Life Assurance Co | 94,285 | $1.16M | 0.00% | +4,172+4.6% | Added |
| Bank of America Corp | 102,011 | $1.25M | 0.00% | −32,532−24.2% | Reduced |
| Swiss National Bank | 104,733 | $1.29M | 0.00% | −12,200−10.4% | Reduced |
| Golden Green, Inc. | 114,890 | $1.41M | 1.66% | +44,095+62.3% | Added |
| UBS Group AG | 125,411 | $1.54M | 0.00% | +26,405+26.7% | Added |
| Allianz Asset Management GmbH | 125,522 | $1.54M | 0.00% | −86,256−40.7% | Reduced |
| Goldman Sachs Group Inc | 133,570 | $1.64M | 0.00% | −55,818−29.5% | Reduced |
| State of New Jersey Common Pension Fund D | 137,693 | $1.69M | 0.01% | +137,693 | New |
| JPMorgan Chase & Co | 155,397 | $1.91M | 0.00% | −63,166−28.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 167,640 | $2.06M | 0.03% | +101,963+155.2% | Added |
| Rhumbline Advisers | 171,390 | $2.11M | 0.00% | +8,143+5.0% | Added |
| Prudential Financial Inc | 191,328 | $2.35M | 0.00% | +2,307+1.2% | Added |
| Ameriprise Financial Inc | 210,932 | $2.59M | 0.00% | +1050.0% | Added |
| Quinn Opportunity Partners LLC | 234,724 | $2.89M | 0.31% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 268,047 | $3.30M | 0.00% | +21,151+8.6% | Added |
| Principal Financial Group Inc | 308,068 | $3.79M | 0.00% | −6,798−2.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 324,946 | $4.00M | 1.53% | +38,739+13.5% | Added |
| Citadel Advisors LLC | 363,900 | $4.48M | 0.00% | +107,762+42.1% | Added |
| Nuveen Asset Management, LLC | 399,010 | $4.91M | 0.00% | −49,400−11.0% | Reduced |
| Norges Bank | 418,078 | $5.14M | 0.00% | −33,031−7.3% | Reduced |
| Legal & General Group Plc | 433,065 | $5.33M | 0.00% | +21,921+5.3% | Added |
| AQR Capital Management LLC | 437,561 | $5.38M | 0.01% | −376,636−46.3% | Reduced |
| Bank of New York Mellon Corp | 477,568 | $5.87M | 0.00% | −40,460−7.8% | Reduced |
| Northern Trust Corp | 582,937 | $7.17M | 0.00% | −15,468−2.6% | Reduced |
| Dimensional Fund Advisors LP | 686,334 | $8.44M | 0.00% | +61,313+9.8% | Added |
| Morgan Stanley | 702,449 | $8.64M | 0.00% | −9,828−1.4% | Reduced |
| Geode Capital Management, LLC | 1,090,805 | $13.4M | 0.00% | +22,835+2.1% | Added |
| Charles Schwab Investment Management Inc | 1,166,993 | $14.4M | 0.00% | +86,479+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,334,133 | $16.4M | 0.04% | +854,678+178.3% | Added |
| Invesco Ltd. | 1,412,204 | $17.4M | 0.00% | −145,479−9.3% | Reduced |
| LSV Asset Management | 1,989,937 | $24.5M | 0.05% | −14,700−0.7% | Reduced |
| State Street Corp | 3,274,660 | $40.3M | 0.00% | −16,373−0.5% | Reduced |
| Vanguard Group Inc | 8,059,567 | $99.1M | 0.00% | −59,510−0.7% | Reduced |
| BlackRock Inc. | 9,146,079 | $112.5M | 0.00% | −130,863−1.4% | Reduced |
| Cerity Partners LLC | 596 | – | – | +596 | New |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −287,483−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −48,059−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −34,806−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,249−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −30,895−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −23,708−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −19,657−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,377−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,743−100.0% | Sold out |