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 $7.37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
500
shares
|
$125
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
461
shares
|
$115
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
448
shares
|
$112
0.0% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
291
shares
|
$72
0.0% of portfolio
|
Q1 2020
Reduced 48.45%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
277
shares
|
$69
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
248
shares
|
$62
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
201
shares
|
$50
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$50
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
160
shares
|
$40
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80
shares
|
$20
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
60
shares
|
$15
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
|
May 02, 2025 Q1 2025 |
31
shares
|
$7
0.0% of portfolio
|
Q2 2021
Reduced 78.32%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
25
shares
|
$6
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17
shares
|
$4
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11
shares
|
$2
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|