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 77 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,200
shares
|
$288
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,067
shares
|
$256
0.0% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,060
shares
|
$254
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
928
shares
|
$222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
815
shares
|
$195
0.0% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
806
shares
|
$193
0.0% of portfolio
|
Q4 2024
Reduced 35.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
804
shares
|
$192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
597
shares
|
$143
0.0% of portfolio
|
Q2 2025
Reduced 63.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
498
shares
|
$119
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
464
shares
|
$111
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
291
shares
|
$69
0.0% of portfolio
|
Q1 2020
Reduced 48.45%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
201
shares
|
$48
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$48
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
183
shares
|
$43
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
160
shares
|
$38
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
146
shares
|
$35
0.0% of portfolio
|
Q2 2025
Added 758.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
125
shares
|
$30
0.0% of portfolio
|
Q2 2025
Reduced 54.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80
shares
|
$19
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
60
shares
|
$14
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
50
shares
|
$12
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
31
shares
|
$7
0.0% of portfolio
|
Q2 2021
Reduced 78.32%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$6
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 99.99%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2020
New holding
|