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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 50,469 | $10 | 0.00% | +50,469 | New |
| Rosenberg Matthew Hamilton | 12 | $92 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $192 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $238 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $246 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 33 | $254 | 0.00% | +33 | New |
| Baker Avenue Asset Management, LP | 46 | $354 | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 48 | $370 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $467 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 75 | $578 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 93 | $716 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $878 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 118 | $1.00K | 0.00% | +4+3.5% | Added |
| Beacon Capital Management, LLC | 136 | $1.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 150 | $1.16K | 0.00% | +150 | New |
| Glassman Wealth Services | 203 | $1.56K | 0.00% | +203 | New |
| Bank of New Hampshire | 212 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 248 | $1.91K | 0.00% | +248 | New |
| Huntington National Bank | 249 | $1.92K | 0.00% | +249 | New |
| Newbridge Financial Services Group, Inc. | 250 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 350 | $2.69K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $3.08K | 0.00% | +15+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 441 | $3.40K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 461 | $3.55K | 0.00% | +461 | New |
| Red Tortoise LLC | 470 | $3.62K | 0.00% | +299+174.9% | Added |
| Massmutual Trust Co FSB | 547 | $4.21K | 0.00% | +485+782.3% | Added |
| North Star Investment Management Corp. | 550 | $4.24K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 578 | $4.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $5.40K | 0.00% | +498+245.3% | Added |
| Sunbelt Securities, Inc. | 772 | $5.94K | 0.00% | −67−8.0% | Reduced |
| Parallel Advisors, LLC | 773 | $5.95K | 0.00% | +773 | New |
| Covestor Ltd | 712 | $6.00K | 0.00% | +705+10,071.4% | Added |
| Sound Income Strategies, LLC | 829 | $6.38K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 914 | $7.04K | 0.00% | +914 | New |
| ICA Group Wealth Management, LLC | 928 | $7.15K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,017 | $7.83K | 0.00% | −16−1.5% | Reduced |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,385 | $10.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,244 | $17.3K | 0.00% | +2,098+1,437.0% | Added |
| Versant Capital Management, Inc | 2,286 | $17.6K | 0.01% | +1,965+612.1% | Added |
| Signaturefd, LLC | 2,304 | $17.7K | 0.00% | +2,297+32,814.3% | Added |
| Clear Street Markets LLC | 1,500 | $18.0K | 0.01% | +1,500 | New |
| US Bancorp | 2,510 | $19.3K | 0.00% | +2,252+872.9% | Added |
| Quadrant Capital Group LLC | 2,924 | $22.5K | 0.00% | +1,021+53.7% | Added |
| Lindbrook Capital, LLC | 3,342 | $25.7K | 0.00% | +3,304+8,694.7% | Added |
| Fifth Third Bancorp | 3,460 | $26.6K | 0.00% | +2,737+378.6% | Added |
| KBC Group NV | 3,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,755 | $28.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,895 | $30.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,022 | $31.0K | 0.00% | −4,848−54.7% | Reduced |
| Metropolitan Life Insurance Co | 4,136 | $31.8K | 0.00% | +463+12.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,247 | $40.4K | 0.00% | −8,356−61.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,437 | $41.9K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,414 | $49.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,540 | $50.4K | 0.01% | −1,271−16.3% | Reduced |
| Amundi | 6,654 | $52.4K | 0.00% | −31,489−82.6% | Reduced |
| CWM, LLC | 7,900 | $61.0K | 0.00% | +4,808+155.5% | Added |
| Advisor Group Holdings, Inc. | 10,107 | $77.8K | 0.00% | −1,711−14.5% | Reduced |
| STRS Ohio | 10,200 | $78.0K | 0.00% | −24,624−70.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,582 | $81.5K | 0.00% | −13,321−55.7% | Reduced |
| Stifel Financial Corp | 11,070 | $85.2K | 0.00% | +30+0.3% | Added |
| Guggenheim Capital LLC | 11,140 | $85.8K | 0.00% | −2,142−16.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,283 | $86.9K | 0.00% | +11,283 | New |
| Regent Peak Wealth Advisors LLC | 11,458 | $88.2K | 0.03% | +11,458 | New |
| Corton Capital Inc. | 11,669 | $89.9K | 0.04% | +11,669 | New |
| Squarepoint Ops LLC | 11,831 | $91.1K | 0.00% | +1,682+16.6% | Added |
| XTX Topco Ltd | 13,357 | $102.8K | 0.02% | +13,357 | New |
| Arrow Investment Advisors, LLC | 13,437 | $103.5K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $104.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,641 | $105.0K | 0.00% | −431−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 13,676 | $105.3K | 0.00% | +3,140+29.8% | Added |
| Captrust Financial Advisors | 13,899 | $107.0K | 0.00% | +13,899 | New |
| Pitcairn Co | 14,312 | $110.2K | 0.01% | +14,312 | New |
| Daiwa Securities Group Inc. | 14,854 | $114.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,013 | $115.6K | 0.02% | +15,013 | New |
| Oregon Public Employees Retirement Fund | 15,177 | $116.9K | 0.00% | −500−3.2% | Reduced |
| Everence Capital Management Inc | 16,590 | $120.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,001 | $123.2K | 0.00% | +15,898+15,435.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,285 | $125.0K | 0.00% | +850+5.5% | Added |
| EMC Capital Management | 3,752 | $125.0K | 0.25% | −3,761−50.1% | Reduced |
| Mariner, LLC | 16,457 | $126.7K | 0.00% | +16,457 | New |
| Diligent Investors, LLC | 16,494 | $127.0K | 0.04% | −3,195−16.2% | Reduced |
| Alberta Investment Management Corp | 17,490 | $134.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,060 | $139.1K | 0.00% | +16,631+1,163.8% | Added |
| H&H Retirement Design & Management INC | 17,303 | $140.8K | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 19,482 | $150.0K | 0.00% | −753−3.7% | Reduced |
| DuPont Capital Management Corp | 19,671 | $151.5K | 0.01% | +19,671 | New |
| New York State Common Retirement Fund | 19,711 | $151.8K | 0.00% | −8,517−30.2% | Reduced |
| Manufacturers Life Insurance Company, The | 20,273 | $156.1K | 0.00% | +725+3.7% | Added |
| HBK Investments L P | 20,280 | $156.2K | 0.00% | +20,280 | New |
| Nisa Investment Advisors, LLC | 20,542 | $158.2K | 0.00% | +3,295+19.1% | Added |
| Teacher Retirement System of Texas | 20,835 | $160.0K | 0.00% | −1,906−8.4% | Reduced |
| Janus Henderson Group PLC | 21,182 | $162.9K | 0.00% | −26−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,130 | $170.4K | 0.00% | −1,312,003−98.3% | Reduced |
| FMR LLC | 22,821 | $175.7K | 0.00% | −337−1.5% | Reduced |
| Centiva Capital, LP | 23,699 | $182.5K | 0.01% | +23,699 | New |
| O'Shaughnessy Asset Management, LLC | 24,018 | $184.9K | 0.00% | −143,622−85.7% | Reduced |
| Camelot Portfolios, LLC | 24,387 | $187.8K | 0.12% | −16,830−40.8% | Reduced |