CAL
OPI

Capital Advisors Ltd’s Office Properties Income Trust OPI Stock Holding History

Capital Advisors Ltd’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 		– Sell
-197
Closed – – 1519
2024
Q4 		$0 Buy
+197
New +$304 ﹤0.01% 1521
2024
Q2 		– Sell
-1,019
Closed -$2K – 1577
2024
Q1 		$2K Buy
+1,019
New +$3.5K ﹤0.01% 1061
2022
Q3 		– Sell
-37
Closed -$1K – 1439
2022
Q2 		$1K Buy
+37
New +$801 ﹤0.01% 851

Other funds holding OPI

MP
MSD Partners New York $82.3M AUM 15.13% 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 $127B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return