CC
OPI

Callan Capital’s Office Properties Income Trust OPI Stock Holding History

Callan 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
Q1 		$5.02K Buy
+11,000
New +$9.39K ﹤0.01% 368
2024
Q4 		– Sell
-31,250
Closed -$68.1K – 367
2024
Q3 		$68.1K Hold
31,250
– – ﹤0.01% 344
2024
Q2 		$63.8K Hold
31,250
– – 0.01% 310
2024
Q1 		$63.8K Buy
+31,250
New +$107K 0.01% 293

Other funds holding OPI

MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Callan Capital's OPI Position: Q1 2025 in Review

Callan Capital opened a new position in Office Properties Income Trust (OPI) in Q1 2025: 11,000 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Callan Capital previously reported a position in OPI as recently as Q3 2024.

Callan Capital first reported a position in OPI in Q1 2024 and has held it in 4 quarters since. The position peaked at $68.1K in Q3 2024. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

  • Callan Capital held 11,000 shares of Office Properties Income Trust worth $5.02K as of Q1 2025.
  • Office Properties Income Trust was a new Callan Capital position in Q1 2025.
  • Office Properties Income Trust made up ﹤0.01% of Callan Capital's portfolio in Q1 2025, its #368 holding.
  • Callan Capital first reported a position in Office Properties Income Trust in Q1 2024 and has held it in 4 quarters since.
  • Callan Capital's Office Properties Income Trust position peaked at $68.1K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.