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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, Q4 2024

Institutional positions in Office Properties Income Trust as of Dec 31, 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
111
−6 vs. Q3 2024
Shares held
35.3M
+10.3M (+41.4%) vs. Q3 2024
Total value
$35.3M
−$19.1M (−35.1%) vs. Q3 2024
New holders
20
35 more added
Sold out
26
27 more reduced

Compare with Q3 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 holdersQ4 2024: 111 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 heldQ4 2024: $35.3M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q3 2024.

Institutions holding OPI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.642,739$642.6K0.00%−1,119,201−63.5%Reduced
Geode Capital Management, LLC708,862$708.9K0.00%+54,217+8.3%Added
Marshall Wace, LLP841,993$842.0K0.00%+487,958+137.8%Added
BlackRock, Inc.1,365,327$1.37M0.00%−517,671−27.5%Reduced
Foursixthree Capital LP1,578,701$1.58M1.38%+1,578,701New
Pacific Ridge Capital Partners, LLC1,866,238$1.87M0.43%+626,339+50.5%Added
Readystate Asset Management LP2,126,241$2.13M0.09%+2,126,241New
CastleKnight Management LP3,309,732$3.31M0.36%+1,081,931+48.6%Added
D. E. Shaw & Co., Inc.3,965,620$3.96M0.00%+2,636,589+198.4%Added
Vanguard Group Inc4,936,384$4.94M0.00%+187,281+3.9%Added
MSD Partners, L.P.5,052,548$5.05M3.55%+5,052,548New
Citadel Advisors LLC0$00.00%−398,841−100.0%Sold out
Privium Fund Management B.V.0$00.00%−164,820−100.0%Sold out
Alps Advisors Inc0$00.00%−149,774−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−102,186−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−68,442−100.0%Sold out
Marex Group plc0$00.00%−65,608−100.0%Sold out
Squarepoint Ops LLC0$00.00%−47,398−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−37,719−100.0%Sold out
Callan Capital, LLC0$00.00%−31,250−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−29,950−100.0%Sold out
Mackenzie Financial Corp0$00.00%−24,467−100.0%Sold out
Deutsche Bank AG0$00.00%−20,535−100.0%Sold out
Group One Trading, L.P.0$00.00%−13,848−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−12,686−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−11,600−100.0%Sold out
Man Group plc0$00.00%−11,194−100.0%Sold out
Stifel Financial Corp0$00.00%−10,285−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−10,165−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−5,074−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−5,036−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,881−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−500−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−136−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−3−100.0%Sold out
Avion Wealth0$00.00%−234−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−218−100.0%Sold out