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 2025
Institutional positions in Office Properties Income Trust as of Jun 30, 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
- 68
- −26 vs. Q1 2025
- Shares held
- 19.0M
- −9.31M (−32.9%) vs. Q1 2025
- Total value
- $4.70M
- −$8.22M (−63.6%) vs. Q1 2025
- New holders
- 9
- 18 more added
- Sold out
- 35
- 22 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 597 | $0 | 0.00% | −1,040−63.5% | Reduced |
| Oregon Public Employees Retirement Fund | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 815 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $6 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $7 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $20 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 125 | $26 | 0.00% | −152−54.9% | Reduced |
| The PNC Financial Services Group, Inc. | 146 | $36 | 0.00% | +129+758.8% | Added |
| HM Payson & Co | 160 | $40 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 183 | $45 | 0.00% | +183 | New |
| North Star Investment Management Corp. | 200 | $49 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 201 | $50 | 0.00% | +201 | New |
| GWM Advisors LLC | 464 | $115 | 0.00% | +16+3.6% | Added |
| BNP Paribas Arbitrage, SA | 688 | $170 | 0.00% | +134+24.2% | Added |
| Main Street Group, LTD | 806 | $199 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 804 | $199 | 0.00% | +804 | New |
| Wells Fargo & Company | 1,060 | $262 | 0.00% | +1+0.1% | Added |
| Sound Income Strategies, LLC | 1,067 | $264 | 0.00% | +188+21.4% | Added |
| Harbour Investments, Inc. | 1,200 | $296 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,512 | $373 | 0.00% | −1,750−53.6% | Reduced |
| Allworth Financial LP | 2,833 | $700 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,839 | $1.16K | 0.00% | +475+10.9% | Added |
| Clearstead Advisors, LLC | 5,068 | $1.25K | 0.00% | +4,040+393.0% | Added |
| Bank of America Corp | 5,354 | $1.32K | 0.00% | −2,471−31.6% | Reduced |
| UBS Group AG | 5,791 | $1.43K | 0.00% | −193,077−97.1% | Reduced |
| Goldman Sachs Group Inc | 10,228 | $2.53K | 0.00% | −4,701−31.5% | Reduced |
| Nisa Investment Advisors, LLC | 13,610 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,899 | $3.68K | 0.00% | +14,899 | New |
| H&H Retirement Design & Management INC | 18,668 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,815 | $4.89K | 0.00% | +19,815 | New |
| Virtu Financial LLC | 20,297 | $5.00K | 0.00% | −2,922−12.6% | Reduced |
| Barclays PLC | 22,937 | $5.67K | 0.00% | −5,488−19.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 25,113 | $6.20K | 0.00% | −19,406−43.6% | Reduced |
| KLCM Advisors, Inc. | 28,200 | $6.96K | 0.00% | +300+1.1% | Added |
| Susquehanna International Group, LLP | 30,600 | $7.56K | 0.00% | −78,415−71.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,637 | $8.55K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 36,116 | $8.92K | 0.00% | −765−2.1% | Reduced |
| Kestra Advisory Services, LLC | 36,379 | $8.99K | 0.00% | +895+2.5% | Added |
| LPL Financial LLC | 40,785 | $10.1K | 0.00% | +4,063+11.1% | Added |
| Qube Research & Technologies Ltd | 59,906 | $14.8K | 0.00% | −91,802−60.5% | Reduced |
| LSV Asset Management | 78,237 | $19.0K | 0.00% | −181,278−69.9% | Reduced |
| Morgan Stanley | 91,100 | $22.5K | 0.00% | +15,545+20.6% | Added |
| XTX Topco Ltd | 92,642 | $22.9K | 0.00% | +49,879+116.6% | Added |
| Price T Rowe Associates Inc | 92,441 | $23.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 114,693 | $28.3K | 0.00% | +100,081+684.9% | Added |
| Toroso Investments, LLC | 122,785 | $30.3K | 0.00% | +92,699+308.1% | Added |
| Savvy Advisors, Inc. | 126,500 | $31.2K | 0.00% | +126,500 | New |
| Northern Trust Corp | 165,412 | $40.9K | 0.00% | −2,377−1.4% | Reduced |
| State Street Corp | 196,809 | $48.6K | 0.00% | −199−0.1% | Reduced |
| JPMorgan Chase & Co | 218,258 | $53.9K | 0.00% | −187,984−46.3% | Reduced |
| Renaissance Technologies LLC | 224,501 | $55.5K | 0.00% | +224,501 | New |
| Littlejohn & Co LLC | 230,897 | $57.0K | 0.03% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 291,197 | $71.9K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 311,769 | $77.0K | 0.00% | −178,193−36.4% | Reduced |
| HRT Financial LP | 417,027 | $103.0K | 0.00% | +417,027 | New |
| RBF Capital, LLC | 590,366 | $145.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 688,815 | $170.1K | 0.00% | +512,368+290.4% | Added |
| Geode Capital Management, LLC | 724,585 | $179.0K | 0.00% | −165,323−18.6% | Reduced |
| Two Sigma Investments, LP | 788,335 | $194.7K | 0.00% | +586,471+290.5% | Added |
| Citadel Advisors LLC | 840,765 | $207.7K | 0.00% | +541,783+181.2% | Added |
| BlackRock, Inc. | 896,928 | $221.5K | 0.00% | −661,603−42.5% | Reduced |
| Delphi Financial Group, Inc. | 1,399,800 | $345.8K | 0.24% | +1,399,800 | New |
| Two Sigma Advisers, LP | 1,405,027 | $347.0K | 0.00% | +1,200,600+587.3% | Added |
| Vanguard Group Inc | 2,402,564 | $593.4K | 0.00% | −2,636,396−52.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,596,642 | $641.4K | 0.00% | −1,217,870−31.9% | Reduced |
| CastleKnight Management LP | 3,462,801 | $855.3K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 498 | – | – | −2−0.4% | Reduced |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −5,052,548−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −2,126,241−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −459,724−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −360,014−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −266,774−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −87,640−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −79,675−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −71,394−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −62,633−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −59,619−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −54,495−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −51,800−100.0% | Sold out |
| Tiptree Advisors, LLC | 0 | $0 | 0.00% | −48,770−100.0% | Sold out |
| Smith Asset Management Co., LLC | 0 | $0 | 0.00% | −33,954−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −31,375−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,403−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −19,972−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −14,296−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −15,260−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,095−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −6,557−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |