GWS
OPI

Glassman Wealth Services’s Office Properties Income Trust OPI Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-392
Closed -$2.87K – 1311
2023
Q4 		$2.87K Buy
392
+23
+6% +$122 ﹤0.01% 1238
2023
Q3 		$1.51K Buy
369
+166
+82% +$1.15K ﹤0.01% 1427
2023
Q2 		$1.56K Buy
+203
New +$1.54K ﹤0.01% 1325
2020
Q1 		– Sell
-24
Closed -$1K – 1437
2019
Q4 		$1K Hold
24
– – ﹤0.01% 991
2019
Q3 		$1K Buy
24
+10
+71% +$279 ﹤0.01% 890
2019
Q2 		$0 Sell
14
-10
-42% -$263 ﹤0.01% 1287
2019
Q1 		$1K Buy
+24
New +$727 ﹤0.01% 862

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return