BRWM
OPI

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

B. Riley Wealth Management’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
2022
Q2 		$870K Buy
43,603
+29,146
+202% +$631K 0.09% 203
2022
Q1 		$372K Buy
14,457
+920
+7% +$23.4K 0.03% 396
2021
Q4 		$336K Buy
+13,537
New +$348K 0.02% 444

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Management's OPI Position: Q2 2022 in Review

B. Riley Wealth Management increased its Office Properties Income Trust (OPI) stake by 202% in Q2 2022, buying an estimated $631K and bringing the position to 43,603 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #203.

B. Riley Wealth Management first reported a position in OPI in Q4 2021 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold OPI as of Q2 2022.

  • B. Riley Wealth Management held 43,603 shares of Office Properties Income Trust worth $870K as of Q2 2022.
  • B. Riley Wealth Management bought 29,146 Office Properties Income Trust shares in Q2 2022, an estimated $631K.
  • Office Properties Income Trust made up 0.09% of B. Riley Wealth Management's portfolio in Q2 2022, its #203 holding.
  • B. Riley Wealth Management first reported a position in Office Properties Income Trust in Q4 2021 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.