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, Q1 2025
Institutional positions in Office Properties Income Trust as of Mar 31, 2025. 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
- 95
- −14 vs. Q4 2024
- Shares held
- 28.3M
- −6.40M (−18.4%) vs. Q4 2024
- Total value
- $12.9M
- −$21.8M (−62.8%) vs. Q4 2024
- New holders
- 15
- 18 more added
- Sold out
- 29
- 29 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MSD Partners, L.P. | 5,052,548 | $2.30M | 1.71% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,038,960 | $2.30M | 0.00% | +102,576+2.1% | Added |
| D. E. Shaw & Co., Inc. | 3,814,512 | $1.74M | 0.00% | −151,108−3.8% | Reduced |
| CastleKnight Management LP | 3,462,801 | $1.58M | 0.17% | +153,069+4.6% | Added |
| Readystate Asset Management LP | 2,126,241 | $969.6K | 0.05% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,558,531 | $710.7K | 0.00% | +193,204+14.2% | Added |
| Geode Capital Management, LLC | 889,908 | $405.9K | 0.00% | +181,046+25.5% | Added |
| RBF Capital, LLC | 590,366 | $269.2K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 489,962 | $223.4K | 0.00% | −152,777−23.8% | Reduced |
| Dimensional Fund Advisors LP | 459,724 | $209.7K | 0.00% | −73,433−13.8% | Reduced |
| JPMorgan Chase & Co | 406,242 | $185.2K | 0.00% | +140,417+52.8% | Added |
| Aristeia Capital LLC | 360,014 | $164.2K | 0.01% | +203,898+130.6% | Added |
| Citadel Advisors LLC | 298,982 | $136.3K | 0.00% | +298,982 | New |
| Whitebox Advisors LLC | 291,197 | $132.8K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 266,774 | $122.7K | 0.00% | −575,219−68.3% | Reduced |
| LSV Asset Management | 259,515 | $118.0K | 0.00% | −5,400−2.0% | Reduced |
| Littlejohn & Co LLC | 230,897 | $105.3K | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 204,427 | $93.2K | 0.00% | −89,700−30.5% | Reduced |
| Two Sigma Investments, LP | 201,864 | $92.0K | 0.00% | −106,036−34.4% | Reduced |
| UBS Group AG | 198,868 | $90.7K | 0.00% | +47,865+31.7% | Added |
| State Street Corp | 197,008 | $89.8K | 0.00% | −3,100−1.5% | Reduced |
| Jane Street Group, LLC | 176,447 | $80.5K | 0.00% | −184,343−51.1% | Reduced |
| Northern Trust Corp | 167,789 | $76.5K | 0.00% | +57,026+51.5% | Added |
| Qube Research & Technologies Ltd | 151,708 | $69.2K | 0.00% | +151,708 | New |
| Susquehanna International Group, LLP | 109,015 | $49.7K | 0.00% | −264,496−70.8% | Reduced |
| Price T Rowe Associates Inc | 92,441 | $43.0K | 0.00% | +41,400+81.1% | Added |
| FMR LLC | 87,640 | $40.0K | 0.00% | +13,474+18.2% | Added |
| Susquehanna Fundamental Investments, LLC | 79,675 | $36.3K | 0.00% | −76,019−48.8% | Reduced |
| Morgan Stanley | 75,555 | $34.5K | 0.00% | −10,073−11.8% | Reduced |
| Asset Management One Co.,Ltd. | 71,394 | $32.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 62,633 | $29.0K | 0.00% | +62,633 | New |
| JustInvest LLC | 59,619 | $27.2K | 0.00% | +17,602+41.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,495 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 51,800 | $23.6K | 0.00% | 00.0% | Unchanged |
| Tiptree Advisors, LLC | 48,770 | $22.2K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 44,519 | $20.3K | 0.01% | +44,519 | New |
| XTX Topco Ltd | 42,763 | $19.5K | 0.00% | +42,763 | New |
| Engineers Gate Manager LP | 36,881 | $16.8K | 0.00% | −18,999−34.0% | Reduced |
| LPL Financial LLC | 36,722 | $16.7K | 0.00% | −813−2.2% | Reduced |
| Kestra Advisory Services, LLC | 35,484 | $16.2K | 0.00% | −7,428−17.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,637 | $15.8K | 0.00% | +34,637 | New |
| Smith Asset Management Co., LLC | 33,954 | $15.5K | 0.01% | −1,226−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,375 | $14.3K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 30,086 | $13.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 28,425 | $13.0K | 0.00% | −71,936−71.7% | Reduced |
| KLCM Advisors, Inc. | 27,900 | $12.7K | 0.00% | +27,900 | New |
| Millennium Management LLC | 25,403 | $11.6K | 0.00% | −215,779−89.5% | Reduced |
| Virtu Financial LLC | 23,219 | $11.0K | 0.00% | +11,265+94.2% | Added |
| Resona Asset Management Co.,Ltd. | 19,972 | $9.53K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 14,296 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 15,260 | $6.96K | 0.00% | +15,260 | New |
| Goldman Sachs Group Inc | 14,929 | $6.81K | 0.00% | −115,130−88.5% | Reduced |
| Two Sigma Securities, LLC | 14,612 | $6.66K | 0.00% | −48,768−76.9% | Reduced |
| H&H Retirement Design & Management INC | 18,668 | $6.35K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,610 | $6.21K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,989 | $5.47K | 0.00% | +11,989 | New |
| HSBC Holdings PLC | 11,080 | $5.12K | 0.00% | 00.0% | Unchanged |
| Callan Capital, LLC | 11,000 | $5.02K | 0.00% | +11,000 | New |
| Capital Investment Advisors, LLC | 10,095 | $4.60K | 0.00% | −5,715−36.1% | Reduced |
| Legacy Financial Advisors, Inc. | 10,000 | $4.56K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 9,104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,825 | $3.57K | 0.00% | −3,387−30.2% | Reduced |
| Coldstream Capital Management Inc | 6,557 | $2.99K | 0.00% | +6,557 | New |
| Advisor Group Holdings, Inc. | 4,364 | $2.00K | 0.00% | −3,171−42.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,262 | $1.49K | 0.00% | −500−13.3% | Reduced |
| Allworth Financial LP | 2,833 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,284 | $1.04K | 0.00% | +2,284 | New |
| MetLife Investment Management | 1,994 | $909 | 0.00% | +357+21.8% | Added |
| Harbour Investments, Inc. | 1,200 | $547 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,059 | $483 | 0.00% | −301−22.1% | Reduced |
| Clearstead Advisors, LLC | 1,028 | $469 | 0.00% | +12+1.2% | Added |
| Sound Income Strategies, LLC | 879 | $401 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 806 | $368 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 554 | $253 | 0.00% | −175−24.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 248 | $248 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $228 | 0.00% | +2+0.4% | Added |
| CGC Financial Services, LLC | 461 | $210 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 448 | $204 | 0.00% | +5+1.1% | Added |
| Jones Financial Companies LLLP | 277 | $133 | 0.00% | −123−30.8% | Reduced |
| North Star Investment Management Corp. | 200 | $91 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $73 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $73 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $36 | 0.00% | −64−44.4% | Reduced |
| Capital A Wealth Management, LLC | 50 | $23 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $13 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $11 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17 | $8 | 0.00% | +17 | New |
| Northwestern Mutual Wealth Management Co | 11 | $5 | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 7 | $3 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 3 | $1 | 0.00% | −1−25.0% | Reduced |
| CWM, LLC | 815 | $0 | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,637 | $0 | 0.00% | +962+142.5% | Added |
| TSFG, LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Hemington Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −1,866,238−100.0% | Sold out |
| Foursixthree Capital LP | 0 | $0 | 0.00% | −1,578,701−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −593,233−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −548,817−100.0% | Sold out |