BWAM
OPI

Boyd Watterson Asset Management’s Office Properties Income Trust OPI Stock Holding History

Boyd Watterson Asset 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
2025
Q3 		– Sell
-25
Closed -$6 – 430
2025
Q2 		$6 Hold
25
– – ﹤0.01% 425
2025
Q1 		$11 Hold
25
– – ﹤0.01% 429
2024
Q4 		$25 Hold
25
– – ﹤0.01% 434
2024
Q3 		$54 Hold
25
– – ﹤0.01% 435
2024
Q2 		$51 Hold
25
– – ﹤0.01% 439
2024
Q1 		$51 Hold
25
– – ﹤0.01% 439
2023
Q4 		$183 Hold
25
– – ﹤0.01% 417
2023
Q3 		$102 Hold
25
– – ﹤0.01% 418
2023
Q2 		$192 Hold
25
– – ﹤0.01% 417
2023
Q1 		$308 Hold
25
– – ﹤0.01% 413
2022
Q4 		$334 Buy
+25
New +$360 ﹤0.01% 415

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return