CAWM
OPI

Capital A Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Capital A 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
2025
Q2 		– Sell
-50
Closed -$23 – 722
2025
Q1 		$23 Hold
50
– – ﹤0.01% 706
2024
Q4 		$50 Buy
+50
New +$77 ﹤0.01% 823

Other funds holding OPI

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital A Wealth Management's OPI Position: Q2 2025 in Review

Capital A Wealth Management sold out of Office Properties Income Trust (OPI) in Q2 2025, closing a stake of 50 shares — an estimated $23 sold.

Capital A Wealth Management first reported a position in OPI in Q4 2024 and held it in 2 quarters. The position peaked at $50 in Q4 2024. 68 funds tracked by Wall St. Rank hold OPI as of Q2 2025.

  • Capital A Wealth Management reported no remaining Office Properties Income Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 50 Office Properties Income Trust shares in Q2 2025, an estimated $23.
  • Capital A Wealth Management first reported a position in Office Properties Income Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Office Properties Income Trust position peaked at $50 in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.