CA
OPI

Clearstead Advisors’s Office Properties Income Trust OPI Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-5,068
Closed -$1.67K – 3110
2025
Q3 		$1.67K Hold
5,068
– – ﹤0.01% 2506
2025
Q2 		$1.25K Buy
5,068
+4,040
+393% +$1.14K ﹤0.01% 2406
2025
Q1 		$469 Buy
1,028
+12
+1% +$10 ﹤0.01% 2076
2024
Q4 		$1.02K Buy
1,016
+8
+0.8% +$12 ﹤0.01% 1917
2024
Q3 		$2.2K Buy
1,008
+505
+100% +$1.15K ﹤0.01% 1824
2024
Q2 		$1.03K Buy
503
+2
+0.4% +$4 ﹤0.01% 1894
2024
Q1 		$1.16K Buy
+501
New +$1.72K ﹤0.01% 1385

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Clearstead Advisors's OPI Position: Q4 2025 in Review

Clearstead Advisors sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 5,068 shares — an estimated $1.67K sold.

Clearstead Advisors first reported a position in OPI in Q1 2024 and held it in 7 quarters. The position peaked at $2.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Clearstead Advisors reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 5,068 Office Properties Income Trust shares in Q4 2025, an estimated $1.67K.
  • Clearstead Advisors first reported a position in Office Properties Income Trust in Q1 2024 and held it in 7 quarters.
  • Clearstead Advisors's Office Properties Income Trust position peaked at $2.2K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.