FMII
OPI

Farmers & Merchants Investments Inc’s Office Properties Income Trust OPI Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q3 		– Sell
-32
Closed -$246 – 1796
2023
Q2 		$246 Hold
32
– – ﹤0.01% 1707
2023
Q1 		$394 Hold
32
– – ﹤0.01% 1625
2022
Q4 		$427 Hold
32
– – ﹤0.01% 1634
2022
Q3 		$0 Buy
+32
New +$601 ﹤0.01% 1690

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Farmers & Merchants Investments Inc's OPI Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of Office Properties Income Trust (OPI) in Q3 2023, closing a stake of 32 shares — an estimated $246 sold.

Farmers & Merchants Investments Inc first reported a position in OPI in Q3 2022 and held it in 4 quarters. The position peaked at $427 in Q4 2022. 175 funds tracked by Wall St. Rank hold OPI as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining Office Properties Income Trust position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 32 Office Properties Income Trust shares in Q3 2023, an estimated $246.
  • Farmers & Merchants Investments Inc first reported a position in Office Properties Income Trust in Q3 2022 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Office Properties Income Trust position peaked at $427 in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.