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 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $866,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
804
shares
|
$32
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
597
shares
|
$23
0.0% of portfolio
|
Q2 2025
Reduced 63.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
498
shares
|
$19
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 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%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
200
shares
|
$8
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
183
shares
|
$7
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
160
shares
|
$6
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
125
shares
|
$5
0.0% of portfolio
|
Q2 2025
Reduced 54.87%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
125
shares
|
$5
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
80
shares
|
$3
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
60
shares
|
$2
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
31
shares
|
$1
0.0% of portfolio
|
Q2 2021
Reduced 78.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
22
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 84.93%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|