EverSource Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History

EverSource Wealth 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 Q1	–	Sell	-244	Closed	-$244	–	4134
2024 Q4	$244	Hold	244	–	–	﹤0.01%	3390
2024 Q3	$532	Hold	244	–	–	﹤0.01%	2866
2024 Q2	$608	Buy	+244	New	+$531	﹤0.01%	2846
2024 Q1	–	Sell	-199	Closed	-$1.46K	–	2960
2023 Q4	$1.46K	Hold	199	–	–	﹤0.01%	2273
2023 Q3	$816	Sell	199 -502	-72%	-$3.48K	﹤0.01%	2298
2023 Q2	$5.4K	Buy	701 +498	+245%	+$3.77K	﹤0.01%	1700
2023 Q1	$2.5K	Sell	203 -1,000	-83%	-$15.4K	﹤0.01%	1867
2022 Q4	$16.1K	Buy	1,203 +1,001	+496%	+$14.4K	﹤0.01%	1137
2022 Q3	$3K	Buy	+202	New	+$3.79K	﹤0.01%	1563
2022 Q2	–	Sell	-278	Closed	-$7K	–	1843
2022 Q1	$7K	Hold	278	–	–	﹤0.01%	1142
2021 Q4	$7K	Buy	+278	New	+$7.14K	﹤0.01%	1126

Other funds holding OPI

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

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

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

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 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 $2.41B AUM 39.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EverSource Wealth Advisors's OPI Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q1 2025, closing a stake of 244 shares — an estimated $244 sold.

EverSource Wealth Advisors first reported a position in OPI in Q4 2021 and held it in 11 quarters. The position peaked at $16.1K in Q4 2022. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

EverSource Wealth Advisors reported no remaining Office Properties Income Trust position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 244 Office Properties Income Trust shares in Q1 2025, an estimated $244.
EverSource Wealth Advisors first reported a position in Office Properties Income Trust in Q4 2021 and held it in 11 quarters.
EverSource Wealth Advisors's Office Properties Income Trust position peaked at $16.1K in Q4 2022.
95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.