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 |
|---|---|---|---|---|---|
| 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 |
| Dunhill Financial, LLC | 3 | $1 | 0.00% | −1−25.0% | Reduced |
| Zions Bancorporation, National Association | 7 | $3 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 11 | $5 | 0.00% | +11 | New |
| The PNC Financial Services Group, Inc. | 17 | $8 | 0.00% | +17 | New |
| Boyd Watterson Asset Management LLC | 25 | $11 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $13 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 50 | $23 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $36 | 0.00% | −64−44.4% | Reduced |
| HM Payson & Co | 160 | $73 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $73 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $91 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 277 | $133 | 0.00% | −123−30.8% | Reduced |
| GWM Advisors LLC | 448 | $204 | 0.00% | +5+1.1% | Added |
| CGC Financial Services, LLC | 461 | $210 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $228 | 0.00% | +2+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 248 | $248 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 554 | $253 | 0.00% | −175−24.0% | Reduced |
| Main Street Group, LTD | 806 | $368 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 879 | $401 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,028 | $469 | 0.00% | +12+1.2% | Added |
| Wells Fargo & Company | 1,059 | $483 | 0.00% | −301−22.1% | Reduced |
| Harbour Investments, Inc. | 1,200 | $547 | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,994 | $909 | 0.00% | +357+21.8% | Added |
| Rise Advisors, LLC | 2,284 | $1.04K | 0.00% | +2,284 | New |
| Allworth Financial LP | 2,833 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,262 | $1.49K | 0.00% | −500−13.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,364 | $2.00K | 0.00% | −3,171−42.1% | Reduced |
| Coldstream Capital Management Inc | 6,557 | $2.99K | 0.00% | +6,557 | New |
| Bank of America Corp | 7,825 | $3.57K | 0.00% | −3,387−30.2% | Reduced |
| EMC Capital Management | 9,104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,000 | $4.56K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,095 | $4.60K | 0.00% | −5,715−36.1% | Reduced |
| Callan Capital, LLC | 11,000 | $5.02K | 0.00% | +11,000 | New |
| HSBC Holdings PLC | 11,080 | $5.12K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,989 | $5.47K | 0.00% | +11,989 | New |
| Nisa Investment Advisors, LLC | 13,610 | $6.21K | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 18,668 | $6.35K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,612 | $6.66K | 0.00% | −48,768−76.9% | Reduced |
| Goldman Sachs Group Inc | 14,929 | $6.81K | 0.00% | −115,130−88.5% | Reduced |
| Hudson Bay Capital Management LP | 15,260 | $6.96K | 0.00% | +15,260 | New |
| Daiwa Securities Group Inc. | 14,296 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 19,972 | $9.53K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 23,219 | $11.0K | 0.00% | +11,265+94.2% | Added |
| Millennium Management LLC | 25,403 | $11.6K | 0.00% | −215,779−89.5% | Reduced |
| KLCM Advisors, Inc. | 27,900 | $12.7K | 0.00% | +27,900 | New |
| Barclays PLC | 28,425 | $13.0K | 0.00% | −71,936−71.7% | Reduced |
| Toroso Investments, LLC | 30,086 | $13.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,375 | $14.3K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 33,954 | $15.5K | 0.01% | −1,226−3.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,637 | $15.8K | 0.00% | +34,637 | New |
| Kestra Advisory Services, LLC | 35,484 | $16.2K | 0.00% | −7,428−17.3% | Reduced |
| LPL Financial LLC | 36,722 | $16.7K | 0.00% | −813−2.2% | Reduced |
| Engineers Gate Manager LP | 36,881 | $16.8K | 0.00% | −18,999−34.0% | Reduced |
| XTX Topco Ltd | 42,763 | $19.5K | 0.00% | +42,763 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 44,519 | $20.3K | 0.01% | +44,519 | New |
| Tiptree Advisors, LLC | 48,770 | $22.2K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 51,800 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,495 | $24.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 59,619 | $27.2K | 0.00% | +17,602+41.9% | Added |
| SG Americas Securities, LLC | 62,633 | $29.0K | 0.00% | +62,633 | New |
| Asset Management One Co.,Ltd. | 71,394 | $32.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 75,555 | $34.5K | 0.00% | −10,073−11.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 79,675 | $36.3K | 0.00% | −76,019−48.8% | Reduced |
| FMR LLC | 87,640 | $40.0K | 0.00% | +13,474+18.2% | Added |
| Price T Rowe Associates Inc | 92,441 | $43.0K | 0.00% | +41,400+81.1% | Added |
| Susquehanna International Group, LLP | 109,015 | $49.7K | 0.00% | −264,496−70.8% | Reduced |
| Qube Research & Technologies Ltd | 151,708 | $69.2K | 0.00% | +151,708 | New |
| Northern Trust Corp | 167,789 | $76.5K | 0.00% | +57,026+51.5% | Added |
| Jane Street Group, LLC | 176,447 | $80.5K | 0.00% | −184,343−51.1% | Reduced |
| State Street Corp | 197,008 | $89.8K | 0.00% | −3,100−1.5% | Reduced |
| UBS Group AG | 198,868 | $90.7K | 0.00% | +47,865+31.7% | Added |
| Two Sigma Investments, LP | 201,864 | $92.0K | 0.00% | −106,036−34.4% | Reduced |
| Two Sigma Advisers, LP | 204,427 | $93.2K | 0.00% | −89,700−30.5% | Reduced |
| Littlejohn & Co LLC | 230,897 | $105.3K | 0.05% | 00.0% | Unchanged |
| LSV Asset Management | 259,515 | $118.0K | 0.00% | −5,400−2.0% | Reduced |
| Marshall Wace, LLP | 266,774 | $122.7K | 0.00% | −575,219−68.3% | Reduced |
| Whitebox Advisors LLC | 291,197 | $132.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 298,982 | $136.3K | 0.00% | +298,982 | New |
| Aristeia Capital LLC | 360,014 | $164.2K | 0.01% | +203,898+130.6% | Added |
| JPMorgan Chase & Co | 406,242 | $185.2K | 0.00% | +140,417+52.8% | Added |
| Dimensional Fund Advisors LP | 459,724 | $209.7K | 0.00% | −73,433−13.8% | Reduced |
| Invesco Ltd. | 489,962 | $223.4K | 0.00% | −152,777−23.8% | Reduced |
| RBF Capital, LLC | 590,366 | $269.2K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 889,908 | $405.9K | 0.00% | +181,046+25.5% | Added |
| BlackRock, Inc. | 1,558,531 | $710.7K | 0.00% | +193,204+14.2% | Added |
| Readystate Asset Management LP | 2,126,241 | $969.6K | 0.05% | 00.0% | Unchanged |
| CastleKnight Management LP | 3,462,801 | $1.58M | 0.17% | +153,069+4.6% | Added |
| D. E. Shaw & Co., Inc. | 3,814,512 | $1.74M | 0.00% | −151,108−3.8% | Reduced |
| Vanguard Group Inc | 5,038,960 | $2.30M | 0.00% | +102,576+2.1% | Added |
| MSD Partners, L.P. | 5,052,548 | $2.30M | 1.71% | 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 |