CAS
OPI

Coppell Advisory Solutions’s Office Properties Income Trust OPI Stock Holding History

Coppell Advisory Solutions’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
-331
Closed -$735 – 1380
2024
Q4 		$735 Hold
331
– – ﹤0.01% 1711
2024
Q3 		$735 Buy
+331
New +$751 ﹤0.01% 1614

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

Coppell Advisory Solutions's OPI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Office Properties Income Trust (OPI) in Q1 2025, closing a stake of 331 shares — an estimated $735 sold.

Coppell Advisory Solutions first reported a position in OPI in Q3 2024 and held it in 2 quarters. The position peaked at $735 in Q4 2024. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Office Properties Income Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 331 Office Properties Income Trust shares in Q1 2025, an estimated $735.
  • Coppell Advisory Solutions first reported a position in Office Properties Income Trust in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Office Properties Income Trust position peaked at $735 in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.