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, Q3 2025
Institutional positions in Office Properties Income Trust as of Sep 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
- 59
- −9 vs. Q2 2025
- Shares held
- 10.4M
- −8.64M (−45.4%) vs. Q2 2025
- Total value
- $3.41M
- −$1.29M (−27.5%) vs. Q2 2025
- New holders
- 9
- 9 more added
- Sold out
- 18
- 19 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Office Properties Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,744,570 | $903.0K | 0.00% | +342,006+14.2% | Added |
| BlackRock, Inc. | 1,135,625 | $373.8K | 0.00% | +238,697+26.6% | Added |
| Two Sigma Advisers, LP | 904,327 | $297.7K | 0.00% | −500,700−35.6% | Reduced |
| Jane Street Group, LLC | 889,004 | $292.7K | 0.00% | +200,189+29.1% | Added |
| UBS Group AG | 767,476 | $252.5K | 0.00% | +761,685+13,152.9% | Added |
| Geode Capital Management, LLC | 724,585 | $238.6K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 590,366 | $194.3K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 544,761 | $179.3K | 0.02% | +544,761 | New |
| Two Sigma Investments, LP | 362,740 | $119.4K | 0.00% | −425,595−54.0% | Reduced |
| Littlejohn & Co LLC | 230,897 | $76.0K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 196,109 | $64.6K | 0.00% | −700−0.4% | Reduced |
| JPMorgan Chase & Co | 194,075 | $63.9K | 0.00% | −24,183−11.1% | Reduced |
| Northern Trust Corp | 165,212 | $54.4K | 0.00% | −200−0.1% | Reduced |
| Virtu Financial LLC | 159,775 | $53.0K | 0.00% | +139,478+687.2% | Added |
| Invesco Ltd. | 153,868 | $50.7K | 0.00% | −157,901−50.6% | Reduced |
| Savvy Advisors, Inc. | 124,750 | $41.1K | 0.00% | −1,750−1.4% | Reduced |
| Two Sigma Securities, LLC | 90,650 | $29.8K | 0.00% | −24,043−21.0% | Reduced |
| Morgan Stanley | 57,519 | $18.9K | 0.00% | −33,581−36.9% | Reduced |
| LPL Financial LLC | 39,567 | $13.0K | 0.00% | −1,218−3.0% | Reduced |
| Engineers Gate Manager LP | 36,116 | $11.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 30,934 | $10.2K | 0.00% | −61,708−66.6% | Reduced |
| Qube Research & Technologies Ltd | 30,835 | $10.2K | 0.00% | −29,071−48.5% | Reduced |
| Susquehanna International Group, LLP | 30,096 | $9.91K | 0.00% | −504−1.6% | Reduced |
| Change Path, LLC | 25,142 | $8.28K | 0.00% | +25,142 | New |
| Bank of New York Mellon Corp | 19,814 | $6.52K | 0.00% | −10.0% | Reduced |
| Nisa Investment Advisors, LLC | 13,610 | $4.48K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,059 | $4.30K | 0.00% | +13,059 | New |
| Beaumont Capital Management, LLC | 12,372 | $4.07K | 0.00% | +12,372 | New |
| Advisor Group Holdings, Inc. | 16,858 | $3.76K | 0.00% | +12,019+248.4% | Added |
| Legacy Financial Advisors, Inc. | 10,000 | $3.29K | 0.00% | +10,000 | New |
| Royal Bank of Canada | 10,330 | $3.00K | 0.00% | +9,733+1,630.3% | Added |
| Barclays PLC | 7,990 | $2.63K | 0.00% | −14,947−65.2% | Reduced |
| Clearstead Advisors, LLC | 5,068 | $1.67K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,207 | $1.05K | 0.00% | +3,207 | New |
| Allworth Financial LP | 2,833 | $933 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,472 | $814 | 0.00% | −2,882−53.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,512 | $498 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $395 | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 18,668 | $373 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,059 | $349 | 0.00% | −1−0.1% | Reduced |
| Main Street Group, LTD | 806 | $265 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 700 | $230 | 0.00% | +12+1.7% | Added |
| Sunbelt Securities, Inc. | 506 | $166 | 0.00% | +8+1.6% | Added |
| GWM Advisors LLC | 464 | $153 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 201 | $66 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $66 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 827 | $60 | 0.00% | −240−22.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 183 | $60 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $53 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 125 | $52 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 125 | $41 | 0.00% | +125 | New |
| Farther Finance Advisors, LLC | 80 | $26 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 23 | $8 | 0.00% | +23 | New |
| The PNC Financial Services Group, Inc. | 22 | $7 | 0.00% | −124−84.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 31 | $7 | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 1 | $0 | 0.00% | +1 | New |
| CastleKnight Management LP | 0 | $0 | 0.00% | −3,462,801−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,596,642−100.0% | Sold out |
| Delphi Financial Group, Inc. | 0 | $0 | 0.00% | −1,399,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −840,765−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −417,027−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −291,197−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −224,501−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −122,785−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −92,441−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −78,237−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −36,379−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −34,637−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −25,113−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14,899−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |