Connor, Clark & Lunn Investment Management (CC&L)’s Office Properties Income Trust OPI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-593,233	Closed	-$593K	–	1550
2024 Q4	$593K	Buy	593,233 +36,126	+6%	+$55.7K	﹤0.01%	1099
2024 Q3	$1.21M	Buy	557,107 +167,031	+43%	+$379K	0.01%	821
2024 Q2	$796K	Sell	390,076 -8,227	-2%	-$17.9K	﹤0.01%	911
2024 Q1	$813K	Buy	398,303 +289,975	+268%	+$996K	﹤0.01%	943
2023 Q4	$793K	Sell	108,328 -32,272	-23%	-$172K	﹤0.01%	924
2023 Q3	$576K	Buy	+140,600	New	+$976K	﹤0.01%	980

Other funds holding OPI

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15.01% 1-Year Est. Return

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

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s OPI Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Office Properties Income Trust (OPI) in Q1 2025, closing a stake of 593,233 shares — an estimated $593K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OPI in Q3 2023 and held it in 6 quarters. The position peaked at $1.21M in Q3 2024. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Office Properties Income Trust position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 593,233 Office Properties Income Trust shares in Q1 2025, an estimated $593K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Office Properties Income Trust in Q3 2023 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Office Properties Income Trust position peaked at $1.21M in Q3 2024.
95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.