EWA
OPI

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 – 4140
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 – 2967
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 – 1845
2022
Q1 		$7K Hold
278
– – ﹤0.01% 1142
2021
Q4 		$7K Buy
+278
New +$7.14K ﹤0.01% 1126

Other funds holding OPI

MP
MSD Partners New York $82.3M AUM 15.13% 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 $127B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return