BRWA
OPI

B. Riley Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History

B. Riley Wealth Advisors’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
2024
Q1 		– Sell
-86,588
Closed -$634K – 1496
2023
Q4 		$634K Buy
+86,588
New +$460K 0.02% 700
2023
Q2 		– Sell
-67,735
Closed -$833K – 1615
2023
Q1 		$833K Sell
67,735
-5,432
-7% -$83.4K 0.02% 600
2022
Q4 		$977K Buy
73,167
+24,368
+50% +$351K 0.03% 544
2022
Q3 		$686K Buy
+48,799
New +$916K 0.02% 640

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

B. Riley Wealth Advisors's OPI Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 86,588 shares — an estimated $634K sold.

B. Riley Wealth Advisors first reported a position in OPI in Q3 2022 and held it in 4 quarters. The position peaked at $977K in Q4 2022. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 86,588 Office Properties Income Trust shares in Q1 2024, an estimated $634K.
  • B. Riley Wealth Advisors first reported a position in Office Properties Income Trust in Q3 2022 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Office Properties Income Trust position peaked at $977K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.