AF
OPI

Allworth Financial’s Office Properties Income Trust OPI Stock Holding History

Allworth Financial’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
-2,833
Closed -$933 – 5210
2025
Q3 		$933 Hold
2,833
– – ﹤0.01% 4275
2025
Q2 		$700 Hold
2,833
– – ﹤0.01% 4050
2025
Q1 		$1.13K Hold
2,833
– – ﹤0.01% 3428
2024
Q4 		$2.71K Hold
2,833
– – ﹤0.01% 3038
2024
Q3 		$6.18K Buy
2,833
+1,000
+55% +$2.27K ﹤0.01% 2473
2024
Q2 		$4.49K Hold
1,833
– – ﹤0.01% 2567
2024
Q1 		$3.74K Sell
1,833
-2,837
-61% -$9.75K ﹤0.01% 2533
2023
Q4 		$34.2K Buy
4,670
+4,524
+3,099% +$24.1K ﹤0.01% 1354
2023
Q3 		$598 Sell
146
-2,098
-93% -$14.6K ﹤0.01% 3001
2023
Q2 		$17.3K Buy
2,244
+2,098
+1,437% +$15.9K ﹤0.01% 1628
2023
Q1 		$1.79K Buy
+146
New +$2.24K ﹤0.01% 2450
2022
Q4 		– Sell
-33
Closed – – 3141
2022
Q3 		$0 Buy
+33
New +$620 ﹤0.01% 2972

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Allworth Financial's OPI Position: Q4 2025 in Review

Allworth Financial sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 2,833 shares — an estimated $933 sold.

Allworth Financial first reported a position in OPI in Q3 2022 and held it in 12 quarters. The position peaked at $34.2K in Q4 2023. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Allworth Financial reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 2,833 Office Properties Income Trust shares in Q4 2025, an estimated $933.
  • Allworth Financial first reported a position in Office Properties Income Trust in Q3 2022 and held it in 12 quarters.
  • Allworth Financial's Office Properties Income Trust position peaked at $34.2K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.