CSC
OPI

Caldwell Sutter Capital’s Office Properties Income Trust OPI Stock Holding History

Caldwell Sutter Capital’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
-1,512
Closed -$498 – 898
2025
Q3 		$498 Hold
1,512
– – ﹤0.01% 829
2025
Q2 		$373 Sell
1,512
-1,750
-54% -$492 ﹤0.01% 810
2025
Q1 		$1.49K Sell
3,262
-500
-13% -$427 ﹤0.01% 761
2024
Q4 		$3.76K Sell
3,762
-900
-19% -$1.39K ﹤0.01% 673
2024
Q3 		$10.2K Hold
4,662
– – ﹤0.01% 554
2024
Q2 		$9.51K Hold
4,662
– – ﹤0.01% 559
2024
Q1 		$9.51K Sell
4,662
-625
-12% -$2.15K ﹤0.01% 553
2023
Q4 		$38.7K Hold
5,287
– – 0.02% 371
2023
Q3 		$21.7K Sell
5,287
-150
-3% -$1.04K 0.01% 431
2023
Q2 		$41.9K Hold
5,437
– – 0.02% 345
2023
Q1 		$66.9K Hold
5,437
– – 0.05% 222
2022
Q4 		$72.6K Buy
+5,437
New +$78.3K 0.06% 164

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

Caldwell Sutter Capital's OPI Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 1,512 shares — an estimated $498 sold.

Caldwell Sutter Capital first reported a position in OPI in Q4 2022 and held it in 12 quarters. The position peaked at $72.6K in Q4 2022. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,512 Office Properties Income Trust shares in Q4 2025, an estimated $498.
  • Caldwell Sutter Capital first reported a position in Office Properties Income Trust in Q4 2022 and held it in 12 quarters.
  • Caldwell Sutter Capital's Office Properties Income Trust position peaked at $72.6K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.