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 100 institutions that hold shares in the stock, with a total of 29.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
15,260
shares
|
$3,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
14,929
shares
|
$3,732
0.0% of portfolio
|
Q1 2025
Reduced 88.52%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,612
shares
|
$3,653
0.0% of portfolio
|
Q1 2025
Reduced 76.95%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
14,296
shares
|
$3,574
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,610
shares
|
$3,402
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,989
shares
|
$2,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
11,080
shares
|
$2,770
0.0% of portfolio
|
Q3 2024
Reduced 56.3%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,000
shares
|
$2,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$2,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
9,104
shares
|
$2,276
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,825
shares
|
$1,956
0.0% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,557
shares
|
$1,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,364
shares
|
$1,091
0.0% of portfolio
|
Q4 2024
Added 72.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,833
shares
|
$708
0.0% of portfolio
|
Q3 2024
Added 54.56%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
1,994
shares
|
$498
0.0% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,691
shares
|
$422
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,637
shares
|
$409
0.0% of portfolio
|
Q1 2025
Added 142.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,512
shares
|
$378
0.0% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,200
shares
|
$300
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,067
shares
|
$266
0.0% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,059
shares
|
$264
0.0% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,028
shares
|
$257
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
928
shares
|
$232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
815
shares
|
$203
0.0% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
806
shares
|
$201
0.0% of portfolio
|
Q4 2024
Reduced 35.47%
|