Institutional Ownership Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $480,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
18,668
shares
|
$746
0.0% of portfolio
|
Q4 2023
Added 4.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,858
shares
|
$674
0.0% of portfolio
|
Q3 2025
Added 248.38%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
13,610
shares
|
$544
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
13,059
shares
|
$522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
12,372
shares
|
$494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,000
shares
|
$440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,330
shares
|
$413
0.0% of portfolio
|
Q2 2025
Reduced 63.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7,990
shares
|
$319
0.0% of portfolio
|
Q3 2025
Reduced 65.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,068
shares
|
$202
0.0% of portfolio
|
Q2 2025
Added 393.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,207
shares
|
$128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,833
shares
|
$113
0.0% of portfolio
|
Q3 2024
Added 54.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,472
shares
|
$98
0.0% of portfolio
|
Q3 2025
Reduced 53.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,691
shares
|
$67
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,512
shares
|
$60
0.0% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$48
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,059
shares
|
$42
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
928
shares
|
$37
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
827
shares
|
$33
0.0% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
815
shares
|
$32
0.0% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
806
shares
|
$32
0.0% of portfolio
|
Q4 2024
Reduced 35.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
506
shares
|
$20
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
464
shares
|
$18
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
291
shares
|
$11
0.0% of portfolio
|
Q1 2020
Reduced 48.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
201
shares
|
$8
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|