Advisory Services Network’s Office Properties Income Trust OPI Stock Holding History

Advisory Services Network’s Portfolio OPI Stock Details OPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,207	Closed	-$1.05K	–	3493
2025 Q3	$1.05K	Buy	+3,207	New	+$949	﹤0.01%	3921
2024 Q1	–	Sell	-4,138	Closed	-$30.3K	–	2960
2023 Q4	$30.3K	Buy	+4,138	New	+$22K	﹤0.01%	2289
2023 Q2	–	Sell	-4,425	Closed	-$54.4K	–	2941
2023 Q1	$54.4K	Buy	4,425 +122	+3%	+$1.87K	﹤0.01%	1974
2022 Q4	$57.4K	Buy	+4,303	New	+$62K	﹤0.01%	1903
2021 Q3	–	Sell	-4,087	Closed	-$120K	–	2648
2021 Q2	$120K	Buy	+4,087	New	+$117K	﹤0.01%	1509
2021 Q1	–	Sell	-3,060	Closed	-$70K	–	2441
2020 Q4	$70K	Sell	3,060 -956	-24%	-$20.9K	﹤0.01%	1506
2020 Q3	$83K	Buy	+4,016	New	+$96.7K	﹤0.01%	1328
2020 Q2	–	Sell	-3,766	Closed	-$103K	–	2203
2020 Q1	$103K	Sell	3,766 -43	-1%	-$1.33K	0.01%	1062
2019 Q4	$123K	Buy	3,809 +62	+2%	+$1.99K	0.01%	1067
2019 Q3	$98K	Hold	3,747	–	–	0.01%	1084
2019 Q2	$98K	Buy	3,747 +3,693	+6,839%	+$97K	0.01%	1082
2019 Q1	$2K	Buy	+54	New	+$1.64K	﹤0.01%	2339

Other funds holding OPI

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Advisory Services Network's OPI Position: Q4 2025 in Review

Advisory Services Network sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 3,207 shares — an estimated $1.05K sold.

Advisory Services Network first reported a position in OPI in Q1 2019 and held it in 12 quarters. The position peaked at $123K in Q4 2019. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

Advisory Services Network reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 3,207 Office Properties Income Trust shares in Q4 2025, an estimated $1.05K.
Advisory Services Network first reported a position in Office Properties Income Trust in Q1 2019 and held it in 12 quarters.
Advisory Services Network's Office Properties Income Trust position peaked at $123K in Q4 2019.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.