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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 18,060 | $139.1K | 0.00% | +16,631+1,163.8% | Added |
| Alberta Investment Management Corp | 17,490 | $134.7K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 16,494 | $127.0K | 0.04% | −3,195−16.2% | Reduced |
| Mariner, LLC | 16,457 | $126.7K | 0.00% | +16,457 | New |
| 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 |
| Russell Investments Group, Ltd. | 16,001 | $123.2K | 0.00% | +15,898+15,435.0% | Added |
| Everence Capital Management Inc | 16,590 | $120.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,177 | $116.9K | 0.00% | −500−3.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,013 | $115.6K | 0.02% | +15,013 | New |
| Daiwa Securities Group Inc. | 14,854 | $114.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 14,312 | $110.2K | 0.01% | +14,312 | New |
| Captrust Financial Advisors | 13,899 | $107.0K | 0.00% | +13,899 | New |
| State Board of Administration of Florida Retirement System | 13,676 | $105.3K | 0.00% | +3,140+29.8% | Added |
| Arizona State Retirement System | 13,641 | $105.0K | 0.00% | −431−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,563 | $104.0K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 13,437 | $103.5K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,357 | $102.8K | 0.02% | +13,357 | New |
| Squarepoint Ops LLC | 11,831 | $91.1K | 0.00% | +1,682+16.6% | Added |
| Corton Capital Inc. | 11,669 | $89.9K | 0.04% | +11,669 | New |
| Regent Peak Wealth Advisors LLC | 11,458 | $88.2K | 0.03% | +11,458 | New |
| Schonfeld Strategic Advisors LLC | 11,283 | $86.9K | 0.00% | +11,283 | New |
| Guggenheim Capital LLC | 11,140 | $85.8K | 0.00% | −2,142−16.1% | Reduced |
| Stifel Financial Corp | 11,070 | $85.2K | 0.00% | +30+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 10,582 | $81.5K | 0.00% | −13,321−55.7% | Reduced |
| STRS Ohio | 10,200 | $78.0K | 0.00% | −24,624−70.7% | Reduced |
| Advisor Group Holdings, Inc. | 10,107 | $77.8K | 0.00% | −1,711−14.5% | Reduced |
| CWM, LLC | 7,900 | $61.0K | 0.00% | +4,808+155.5% | Added |
| Amundi | 6,654 | $52.4K | 0.00% | −31,489−82.6% | Reduced |
| State of Wyoming | 6,540 | $50.4K | 0.01% | −1,271−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 6,414 | $49.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,437 | $41.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,247 | $40.4K | 0.00% | −8,356−61.4% | Reduced |
| Metropolitan Life Insurance Co | 4,136 | $31.8K | 0.00% | +463+12.6% | Added |
| Wolverine Asset Management LLC | 4,022 | $31.0K | 0.00% | −4,848−54.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,895 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,755 | $28.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,460 | $26.6K | 0.00% | +2,737+378.6% | Added |
| Lindbrook Capital, LLC | 3,342 | $25.7K | 0.00% | +3,304+8,694.7% | Added |
| Quadrant Capital Group LLC | 2,924 | $22.5K | 0.00% | +1,021+53.7% | Added |
| US Bancorp | 2,510 | $19.3K | 0.00% | +2,252+872.9% | Added |
| Clear Street Markets LLC | 1,500 | $18.0K | 0.01% | +1,500 | New |
| Signaturefd, LLC | 2,304 | $17.7K | 0.00% | +2,297+32,814.3% | Added |
| Versant Capital Management, Inc | 2,286 | $17.6K | 0.01% | +1,965+612.1% | Added |
| Allworth Financial LP | 2,244 | $17.3K | 0.00% | +2,098+1,437.0% | Added |
| Harbour Investments, Inc. | 1,385 | $10.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,017 | $7.83K | 0.00% | −16−1.5% | Reduced |
| ICA Group Wealth Management, LLC | 928 | $7.15K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 914 | $7.04K | 0.00% | +914 | New |
| Sound Income Strategies, LLC | 829 | $6.38K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 712 | $6.00K | 0.00% | +705+10,071.4% | Added |
| Parallel Advisors, LLC | 773 | $5.95K | 0.00% | +773 | New |
| Sunbelt Securities, Inc. | 772 | $5.94K | 0.00% | −67−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 701 | $5.40K | 0.00% | +498+245.3% | Added |
| Proequities, Inc. | 578 | $4.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 550 | $4.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 547 | $4.21K | 0.00% | +485+782.3% | Added |
| Red Tortoise LLC | 470 | $3.62K | 0.00% | +299+174.9% | Added |
| CGC Financial Services, LLC | 461 | $3.55K | 0.00% | +461 | New |
| Cary Street Partner Investment Advisory LLC | 441 | $3.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $3.08K | 0.00% | +15+3.9% | Added |
| First Horizon Advisors, Inc. | 350 | $2.69K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $1.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 249 | $1.92K | 0.00% | +249 | New |
| Glass Jacobson Investment Advisors llc | 248 | $1.91K | 0.00% | +248 | New |
| Bank of New Hampshire | 212 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 203 | $1.56K | 0.00% | +203 | New |
| Prestige Wealth Management Group LLC | 150 | $1.16K | 0.00% | +150 | New |
| Beacon Capital Management, LLC | 136 | $1.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 118 | $1.00K | 0.00% | +4+3.5% | Added |
| Farther Finance Advisors, LLC | 114 | $878 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 93 | $716 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 75 | $578 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $467 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $370 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46 | $354 | 0.00% | +46 | New |
| Federated Hermes, Inc. | 33 | $254 | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 32 | $246 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $238 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $192 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $92 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 50,469 | $10 | 0.00% | +50,469 | New |
| TSFG, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | – | – | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −137,693−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −125,522−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −114,890−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −67,735−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −65,455−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −61,545−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −50,720−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −36,755−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −34,577−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −29,232−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −27,654−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −24,430−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,066−100.0% | Sold out |