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 $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

Capital Advisors Ltd's OPI Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Office Properties Income Trust (OPI) in Q1 2025, closing a stake of 197 shares.

Capital Advisors Ltd first reported a position in OPI in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2024. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Office Properties Income Trust position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 197 Office Properties Income Trust shares in Q1 2025.
  • Capital Advisors Ltd first reported a position in Office Properties Income Trust in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Office Properties Income Trust position peaked at $2K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.