CGC Financial Services’s Office Properties Income Trust OPI Stock Holding History

CGC Financial Services’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	-461	Closed	-$210	–	342
2025 Q1	$210	Hold	461	–	–	﹤0.01%	320
2024 Q4	$461	Hold	461	–	–	﹤0.01%	319
2024 Q3	$1K	Hold	461	–	–	﹤0.01%	300
2024 Q2	$940	Hold	461	–	–	﹤0.01%	301
2024 Q1	$940	Hold	461	–	–	﹤0.01%	307
2023 Q4	$3.38K	Hold	461	–	–	﹤0.01%	275
2023 Q3	$1.89K	Hold	461	–	–	﹤0.01%	254
2023 Q2	$3.55K	Buy	+461	New	+$3.49K	﹤0.01%	239

Other funds holding OPI

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CGC Financial Services's OPI Position: Q2 2025 in Review

CGC Financial Services sold out of Office Properties Income Trust (OPI) in Q2 2025, closing a stake of 461 shares — an estimated $210 sold.

CGC Financial Services first reported a position in OPI in Q2 2023 and held it in 8 quarters. The position peaked at $3.55K in Q2 2023. 68 funds tracked by Wall St. Rank hold OPI as of Q2 2025.

CGC Financial Services reported no remaining Office Properties Income Trust position as of Q2 2025 after selling out during the quarter.
CGC Financial Services sold 461 Office Properties Income Trust shares in Q2 2025, an estimated $210.
CGC Financial Services first reported a position in Office Properties Income Trust in Q2 2023 and held it in 8 quarters.
CGC Financial Services's Office Properties Income Trust position peaked at $3.55K in Q2 2023.
68 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2025.

Based on CGC Financial Services's 13F filing for Q2 2025, filed 28 Jul 2025.