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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| FMR LLC | 23 | $8 | 0.00% | +23 | New |
| Farther Finance Advisors, LLC | 80 | $26 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 125 | $41 | 0.00% | +125 | New |
| Jones Financial Companies LLLP | 125 | $52 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $53 | 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 |
| Global Retirement Partners, LLC | 201 | $66 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $66 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 464 | $153 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 506 | $166 | 0.00% | +8+1.6% | Added |
| BNP Paribas Arbitrage, SA | 700 | $230 | 0.00% | +12+1.7% | Added |
| Main Street Group, LTD | 806 | $265 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,059 | $349 | 0.00% | −1−0.1% | Reduced |
| H&H Retirement Design & Management INC | 18,668 | $373 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $395 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,512 | $498 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,472 | $814 | 0.00% | −2,882−53.8% | Reduced |
| Allworth Financial LP | 2,833 | $933 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,207 | $1.05K | 0.00% | +3,207 | New |
| Clearstead Advisors, LLC | 5,068 | $1.67K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,990 | $2.63K | 0.00% | −14,947−65.2% | Reduced |
| Royal Bank of Canada | 10,330 | $3.00K | 0.00% | +9,733+1,630.3% | Added |
| Legacy Financial Advisors, Inc. | 10,000 | $3.29K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 16,858 | $3.76K | 0.00% | +12,019+248.4% | Added |
| Beaumont Capital Management, LLC | 12,372 | $4.07K | 0.00% | +12,372 | New |
| Coldstream Capital Management Inc | 13,059 | $4.30K | 0.00% | +13,059 | New |
| Nisa Investment Advisors, LLC | 13,610 | $4.48K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,814 | $6.52K | 0.00% | −10.0% | Reduced |
| Change Path, LLC | 25,142 | $8.28K | 0.00% | +25,142 | New |
| Susquehanna International Group, LLP | 30,096 | $9.91K | 0.00% | −504−1.6% | Reduced |
| Qube Research & Technologies Ltd | 30,835 | $10.2K | 0.00% | −29,071−48.5% | Reduced |
| XTX Topco Ltd | 30,934 | $10.2K | 0.00% | −61,708−66.6% | Reduced |
| Engineers Gate Manager LP | 36,116 | $11.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 39,567 | $13.0K | 0.00% | −1,218−3.0% | Reduced |
| Morgan Stanley | 57,519 | $18.9K | 0.00% | −33,581−36.9% | Reduced |
| Two Sigma Securities, LLC | 90,650 | $29.8K | 0.00% | −24,043−21.0% | Reduced |
| Savvy Advisors, Inc. | 124,750 | $41.1K | 0.00% | −1,750−1.4% | Reduced |
| Invesco Ltd. | 153,868 | $50.7K | 0.00% | −157,901−50.6% | Reduced |
| Virtu Financial LLC | 159,775 | $53.0K | 0.00% | +139,478+687.2% | Added |
| Northern Trust Corp | 165,212 | $54.4K | 0.00% | −200−0.1% | Reduced |
| JPMorgan Chase & Co | 194,075 | $63.9K | 0.00% | −24,183−11.1% | Reduced |
| State Street Corp | 196,109 | $64.6K | 0.00% | −700−0.4% | Reduced |
| Littlejohn & Co LLC | 230,897 | $76.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 362,740 | $119.4K | 0.00% | −425,595−54.0% | Reduced |
| Gateway Wealth Partners, LLC | 544,761 | $179.3K | 0.02% | +544,761 | New |
| RBF Capital, LLC | 590,366 | $194.3K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 724,585 | $238.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 767,476 | $252.5K | 0.00% | +761,685+13,152.9% | Added |
| Jane Street Group, LLC | 889,004 | $292.7K | 0.00% | +200,189+29.1% | Added |
| Two Sigma Advisers, LP | 904,327 | $297.7K | 0.00% | −500,700−35.6% | Reduced |
| BlackRock, Inc. | 1,135,625 | $373.8K | 0.00% | +238,697+26.6% | Added |
| Vanguard Group Inc | 2,744,570 | $903.0K | 0.00% | +342,006+14.2% | Added |
| 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 |