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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 2024

Institutional positions in Office Properties Income Trust as of Jun 30, 2024. 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
135
+1 vs. Q1 2024
Shares held
27.3M
−5.56M (−17.0%) vs. Q1 2024
Total value
$55.6M
−$8.74M (−13.6%) vs. Q1 2024
New holders
32
23 more added
Sold out
31
46 more reduced

Compare with Q1 2024: 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 2024: 135 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 2024: $55.6M
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 2024

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2024.

Institutions holding OPI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Centiva Capital, LP83,575$170.5K0.01%+83,575New
Squarepoint Ops LLC87,776$179.1K0.00%+87,776New
Citigroup Inc96,358$196.6K0.00%−9,272−8.8%Reduced
Kestra Advisory Services, LLC100,100$204.2K0.00%+100,100New
Alps Advisors Inc115,342$235.3K0.00%−585−0.5%Reduced
Graham Capital Management, L.P.125,993$257.0K0.01%+64,014+103.3%Added
Los Angeles Capital Management LLC128,600$262.3K0.00%−17,188−11.8%Reduced
Susquehanna Fundamental Investments, LLC141,726$289.1K0.01%+72,530+104.8%Added
Two Sigma Investments, LP149,252$304.5K0.00%−288,869−65.9%Reduced
Whitebox Advisors LLC157,646$321.6K0.01%+157,646New
Susquehanna International Group, LLP170,417$347.7K0.00%+127,748+299.4%Added
Privium Fund Management B.V.202,000$391.9K0.10%00.0%Unchanged
Jane Street Group, LLC232,311$473.9K0.00%+10,367+4.7%Added
Morgan Stanley275,233$561.5K0.00%−86,345−23.9%Reduced
Northern Trust Corp372,602$760.1K0.00%−21,043−5.3%Reduced
Two Sigma Advisers, LP379,627$774.4K0.00%−73,800−16.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.390,076$795.8K0.00%−8,227−2.1%Reduced
Citadel Advisors LLC462,243$943.0K0.00%+194,638+72.7%Added
State Street Corp466,203$951.1K0.00%−793,703−63.0%Reduced
Redwood Capital Management, LLC489,684$999.0K0.15%+489,684New
RBF Capital, LLC507,494$1.04M0.06%+507,494New
Householder Group Estate & Retirement Specialist, LLC552,446$1.13M0.32%+31,737+6.1%Added
Dimensional Fund Advisors LP599,154$1.22M0.00%−53,861−8.2%Reduced
Millennium Management LLC641,215$1.31M0.00%+610,115+1,961.8%Added
Geode Capital Management, LLC669,055$1.37M0.00%−628,040−48.4%Reduced
Goldman Sachs Group Inc676,070$1.38M0.00%+271,412+67.1%Added
Pacific Ridge Capital Partners, LLC901,815$1.84M0.44%−36,908−3.9%Reduced
LSV Asset Management1,124,792$2.29M0.01%−566,874−33.5%Reduced
D. E. Shaw & Co., Inc.1,256,090$2.56M0.00%+442,625+54.4%Added
Invesco Ltd.1,292,435$2.64M0.00%+36,770+2.9%Added
AQR Capital Management LLC1,478,700$3.02M0.00%−203,994−12.1%Reduced
Charles Schwab Investment Management Inc1,810,780$3.69M0.00%−822,502−31.2%Reduced
BlackRock Inc.2,239,257$4.57M0.00%−2,625,070−54.0%Reduced
CastleKnight Management LP2,250,706$4.59M0.62%+1,480,106+192.1%Added
Vanguard Group Inc4,811,184$9.81M0.00%−109,445−2.2%Reduced
Prudential Financial Inc0$00.00%−1,066,411−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−273,700−100.0%Sold out
Quadrature Capital Ltd0$00.00%−179,163−100.0%Sold out
Penserra Capital Management LLC0$00.00%−132,710−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−102,885−100.0%Sold out
Franklin Resources Inc0$00.00%−89,564−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−10,536−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−51,814−100.0%Sold out
Alliancebernstein L.P.0$00.00%−51,399−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−36,023−100.0%Sold out
American International Group, Inc.0$00.00%−23,735−100.0%Sold out
Corton Capital Inc.0$00.00%−22,577−100.0%Sold out
Arrow Investment Advisors, LLC0$00.00%−20,718−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−20,273−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−18,000−100.0%Sold out
SG Americas Securities, LLC0$00.00%−16,381−100.0%Sold out
Voya Investment Management LLC0$00.00%−15,943−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−12,579−100.0%Sold out
Abel Hall, LLC0$00.00%−10,764−100.0%Sold out
STRS Ohio0$00.00%−9,600−100.0%Sold out
California State Teachers Retirement System0$00.00%−4,842−100.0%Sold out
Legal & General Group Plc0$00.00%−4,166−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−3,755−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,505−100.0%Sold out
Amalgamated Bank0$00.00%−1,658−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−1,019−100.0%Sold out
Bank of New Hampshire0$00.00%−212−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−84−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−14−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−12−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−1,332,026−100.0%Sold out