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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, Q2 2023

Institutional positions in Office Properties Income Trust as of Jun 30, 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
187
−1 vs. Q1 2023
Shares held
36.8M
−1.15M (−3.0%) vs. Q1 2023
Total value
$284.2M
−$182.3M (−39.1%) vs. Q1 2023
New holders
33
57 more added
Sold out
34
57 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 187 institutions
Q1 2021: 191 institutionsQ2 2021: 198 institutionsQ3 2021: 188 institutionsQ4 2021: 204 institutionsQ1 2022: 200 institutionsQ2 2022: 189 institutionsQ3 2022: 184 institutionsQ4 2022: 206 institutionsQ1 2023: 189 institutionsQ2 2023: 187 institutionsQ3 2023: 176 institutionsQ4 2023: 153 institutionsQ1 2024: 134 institutionsQ2 2024: 135 institutionsQ3 2024: 117 institutionsQ4 2024: 111 institutionsQ1 2025: 95 institutionsQ2 2025: 68 institutionsQ3 2025: 59 institutionsQ4 2025: 5 institutionsQ1 2026: 0 institutionsQ2 2026: 35 institutions
Value heldQ2 2023: $284.2M
Q1 2021: $1.02BQ2 2021: $1.09BQ3 2021: $908.7MQ4 2021: $894.1MQ1 2022: $946.6MQ2 2022: $744.9MQ3 2022: $522.6MQ4 2022: $514.0MQ1 2023: $470.5MQ2 2023: $284.2MQ3 2023: $138.0MQ4 2023: $229.4MQ1 2024: $64.3MQ2 2024: $55.6MQ3 2024: $54.4MQ4 2024: $35.3MQ1 2025: $12.9MQ2 2025: $4.70MQ3 2025: $3.41MQ4 2025: $2.06KQ1 2026: $0Q2 2026: $320.8M
Institutions holding OPI and their total value by quarter
QuarterHoldersValue
Q2 202635$320.8M
Q1 20260$0
Q4 20255$2.06K
Q3 202559$3.41M
Q2 202568$4.70M
Q1 202595$12.9M
Q4 2024111$35.3M
Q3 2024117$54.4M
Q2 2024135$55.6M
Q1 2024134$64.3M
Q4 2023153$229.4M
Q3 2023176$138.0M
Q2 2023187$284.2M
Q1 2023189$470.5M
Q4 2022206$514.0M
Q3 2022184$522.6M
Q2 2022189$744.9M
Q1 2022200$946.6M
Q4 2021204$894.1M
Q3 2021188$908.7M
Q2 2021198$1.09B
Q1 2021191$1.02B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2023.

Institutions holding OPI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,292,822$63.9M0.00%−853,257−9.3%Reduced
Vanguard Group Inc6,772,257$52.1M0.00%−1,287,310−16.0%Reduced
State Street Corp2,315,837$17.8M0.00%−958,823−29.3%Reduced
LSV Asset Management1,984,253$15.3M0.03%−5,684−0.3%Reduced
Invesco Ltd.1,642,528$12.6M0.00%+230,324+16.3%Added
Charles Schwab Investment Management Inc1,362,460$10.5M0.00%+195,467+16.7%Added
Citadel Advisors LLC1,182,325$9.10M0.01%+818,425+224.9%Added
Morgan Stanley1,147,964$8.84M0.00%+445,515+63.4%Added
Geode Capital Management, LLC1,113,234$8.57M0.00%+22,429+2.1%Added
Balyasny Asset Management LLC740,340$5.70M0.02%+740,340New
Dimensional Fund Advisors LP669,168$5.15M0.00%−17,166−2.5%Reduced
Northern Trust Corp487,569$3.75M0.00%−95,368−16.4%Reduced
AQR Capital Management LLC481,747$3.71M0.01%+44,186+10.1%Added
Bank of New York Mellon Corp454,745$3.50M0.00%−22,823−4.8%Reduced
UBS Asset Management Americas Inc268,047$3.30M0.00%00.0%Unchanged
Norges Bank418,078$3.22M0.00%00.0%Unchanged
Jane Street Group, LLC385,538$2.97M0.00%+385,538New
Principal Financial Group Inc298,824$2.30M0.00%−9,244−3.0%Reduced
Goldman Sachs Group Inc276,586$2.13M0.00%+143,016+107.1%Added
Ameriprise Financial Inc266,285$2.05M0.00%+55,353+26.2%Added
Legal & General Group Plc261,588$2.01M0.00%−171,477−39.6%Reduced
Barclays PLC252,035$1.94M0.00%+176,045+231.7%Added
Millennium Management LLC241,387$1.86M0.00%+213,678+771.2%Added
Prudential Financial Inc223,891$1.72M0.00%+32,563+17.0%Added
Quinn Opportunity Partners LLC221,724$1.71M0.24%−13,000−5.5%Reduced
Franklin Resources Inc191,547$1.47M0.00%+191,547New
Susquehanna International Group, LLP175,042$1.35M0.00%+124,139+243.9%Added
Rhumbline Advisers168,071$1.29M0.00%−3,319−1.9%Reduced
HRT Financial LP154,766$1.19M0.01%+154,766New
Bank of America Corp152,071$1.17M0.00%+50,060+49.1%Added
Nuveen Asset Management, LLC136,240$1.05M0.00%−262,770−65.9%Reduced
D. E. Shaw & Co., Inc.135,745$1.05M0.00%+135,745New
JPMorgan Chase & Co135,599$1.04M0.00%−19,798−12.7%Reduced
Victory Capital Management Inc133,808$1.03M0.00%+62,402+87.4%Added
ExodusPoint Capital Management, LP117,730$907.0K0.01%+117,730New
UBS Group AG114,169$879.1K0.00%−11,242−9.0%Reduced
Voloridge Investment Management, LLC106,859$822.8K0.00%+106,859New
BNP Paribas Arbitrage, SA105,860$815.1K0.00%+50,925+92.7%Added
Swiss National Bank104,733$806.4K0.00%00.0%Unchanged
CastleKnight Management LP101,568$782.1K0.16%+16,168+18.9%Added
Great West Life Assurance Co94,276$725.0K0.00%−90.0%Reduced
Public Sector Pension Investment Board86,202$663.8K0.00%+786+0.9%Added
Marshall Wace, LLP86,000$662.2K0.00%+86,000New
Caxton Associates LP83,437$642.5K0.10%+60,888+270.0%Added
Asset Management One Co.,Ltd.83,297$641.4K0.00%+4,102+5.2%Added
State of Wisconsin Investment Board79,139$609.4K0.00%+15,723+24.8%Added
Alliancebernstein L.P.77,343$595.5K0.00%−1,470−1.9%Reduced
Public Employees Retirement System of Ohio67,796$522.0K0.00%+480+0.7%Added
Robeco Institutional Asset Management B.V.67,554$520.2K0.00%−13,582−16.7%Reduced
Envestnet Asset Management Inc65,161$501.7K0.00%+11,890+22.3%Added
Penserra Capital Management LLC60,874$468.0K0.01%+33,345+121.1%Added
California State Teachers Retirement System58,739$452.3K0.00%−1,747−2.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys54,895$422.7K0.00%+3,472+6.8%Added
Sumitomo Mitsui Trust Holdings, Inc.54,495$419.6K0.00%00.0%Unchanged
State of Alaska, Department of Revenue54,522$418.0K0.00%−3,554−6.1%Reduced
Mercer Global Advisors Inc54,121$417.0K0.00%+11,372+26.6%Added
New York State Teachers Retirement System53,028$408.0K0.00%−800−1.5%Reduced
Nomura Asset Management Co Ltd52,490$404.2K0.00%+2,300+4.6%Added
Thrivent Financial for Lutherans46,458$358.0K0.00%−1,672−3.5%Reduced
Macquarie Group Ltd45,686$352.0K0.00%−9,570−17.3%Reduced
Price T Rowe Associates Inc45,578$351.0K0.00%−1,068−2.3%Reduced
Citigroup Inc43,926$338.2K0.00%+14,411+48.8%Added
Alps Advisors Inc42,650$328.4K0.00%+15,202+55.4%Added
Texas Permanent School Fund42,442$326.8K0.00%−813−1.9%Reduced
Credit Suisse AG41,343$318.3K0.00%−41,868−50.3%Reduced
Group One Trading, L.P.39,519$304.3K0.01%−6,796−14.7%Reduced
LPL Financial LLC39,144$301.4K0.00%−4,048−9.4%Reduced
Royal Bank of Canada38,564$297.0K0.00%+2,543+7.1%Added
Fox Run Management, L.L.C.38,165$293.9K0.08%+38,165New
Voya Investment Management LLC34,489$265.6K0.00%+198+0.6%Added
Deutsche Bank AG34,236$263.6K0.00%−10,999−24.3%Reduced
New York Life Investment Management LLC33,507$258.0K0.00%−7,219−17.7%Reduced
Wells Fargo & Company31,765$244.6K0.00%−11,269−26.2%Reduced
Simplex Trading, LLC31,223$240.0K0.01%+24,403+357.8%Added
Engineers Gate Manager LP31,070$239.2K0.01%+13,150+73.4%Added
Jump Financial, LLC30,547$235.2K0.01%+30,547New
State of Tennessee, Treasury Department28,680$220.8K0.00%+1,559+5.7%Added
Capital Investment Advisors, LLC28,446$219.0K0.01%−337−1.2%Reduced
Two Sigma Advisers, LP28,138$216.7K0.00%−4,500−13.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.26,425$203.5K0.00%00.0%Unchanged
MetLife Investment Management26,352$202.9K0.00%00.0%Unchanged
CI Private Wealth, LLC26,109$201.0K0.00%+26,109New
Yousif Capital Management, LLC26,047$200.6K0.00%−1,213−4.4%Reduced
Hancock Whitney Corp26,067$200.0K0.01%−461−1.7%Reduced
American International Group, Inc.25,881$199.3K0.00%−326−1.2%Reduced
Louisiana State Employees Retirement System25,500$196.3K0.00%+2,900+12.8%Added
Camelot Portfolios, LLC24,387$187.8K0.12%−16,830−40.8%Reduced
O'Shaughnessy Asset Management, LLC24,018$184.9K0.00%−143,622−85.7%Reduced
Centiva Capital, LP23,699$182.5K0.01%+23,699New
FMR LLC22,821$175.7K0.00%−337−1.5%Reduced
Mirae Asset Global Investments Co., Ltd.22,130$170.4K0.00%−1,312,003−98.3%Reduced
Janus Henderson Group PLC21,182$162.9K0.00%−26−0.1%Reduced
Teacher Retirement System of Texas20,835$160.0K0.00%−1,906−8.4%Reduced
Nisa Investment Advisors, LLC20,542$158.2K0.00%+3,295+19.1%Added
HBK Investments L P20,280$156.2K0.00%+20,280New
Manufacturers Life Insurance Company, The20,273$156.1K0.00%+725+3.7%Added
New York State Common Retirement Fund19,711$151.8K0.00%−8,517−30.2%Reduced
DuPont Capital Management Corp19,671$151.5K0.01%+19,671New
Amalgamated Bank19,482$150.0K0.00%−753−3.7%Reduced
H&H Retirement Design & Management INC17,303$140.8K0.09%00.0%Unchanged