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

Coldstream Capital 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 Q4	–	Sell	-13,059	Closed	-$4.3K	–	1229
2025 Q3	$4.3K	Buy	+13,059	New	+$3.86K	﹤0.01%	1214
2025 Q2	–	Sell	-6,557	Closed	-$2.99K	–	2633
2025 Q1	$2.99K	Buy	+6,557	New	+$5.6K	﹤0.01%	2879

Other funds holding OPI

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Coldstream Capital Management's OPI Position: Q4 2025 in Review

Coldstream Capital Management sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 13,059 shares — an estimated $4.3K sold.

Coldstream Capital Management first reported a position in OPI in Q1 2025 and held it in 2 quarters. The position peaked at $4.3K in Q3 2025. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

Coldstream Capital Management reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
Coldstream Capital Management sold 13,059 Office Properties Income Trust shares in Q4 2025, an estimated $4.3K.
Coldstream Capital Management first reported a position in Office Properties Income Trust in Q1 2025 and held it in 2 quarters.
Coldstream Capital Management's Office Properties Income Trust position peaked at $4.3K in Q3 2025.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.