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