HHRDM
OPI

H&H Retirement Design & Management’s Office Properties Income Trust OPI Stock Holding History

H&H Retirement Design & Management’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
Q4 		– Sell
-18,668
Closed -$373 – 84
2025
Q3 		$373 Hold
18,668
– – ﹤0.01% 82
2025
Q2 		$4.58K Hold
18,668
– – ﹤0.01% 81
2025
Q1 		$6.35K Hold
18,668
– – ﹤0.01% 76
2024
Q4 		$16.3K Hold
18,668
– – 0.01% 76
2024
Q3 		$37.5K Hold
18,668
– – 0.02% 76
2024
Q2 		$51.7K Hold
18,668
– – 0.03% 87
2024
Q1 		$37.9K Hold
18,668
– – 0.03% 84
2023
Q4 		$70.9K Buy
18,668
+796
+4% +$4.23K 0.04% 61
2023
Q3 		$79.5K Buy
17,872
+569
+3% +$3.95K 0.06% 58
2023
Q2 		$141K Hold
17,303
– – 0.09% 57
2023
Q1 		$141K Buy
17,303
+489
+3% +$7.51K 0.09% 53
2022
Q4 		$286K Buy
16,814
+582
+4% +$8.38K 0.24% 62
2022
Q3 		$229K Buy
16,232
+399
+3% +$7.49K 0.22% 66
2022
Q2 		$326K Buy
15,833
+374
+2% +$8.09K 0.24% 62
2022
Q1 		$372K Hold
15,459
– – 0.25% 43
2021
Q4 		$378K Buy
15,459
+334
+2% +$8.58K 0.24% 52
2021
Q3 		$400K Buy
15,125
+290
+2% +$7.9K 0.25% 33
2021
Q2 		$444K Buy
14,835
+269
+2% +$7.71K 0.27% 32
2021
Q1 		$411K Buy
+14,566
New +$377K 0.25% 34
2020
Q3 		$296K Sell
14,271
-269
-2% -$6.48K 0.23% 33
2020
Q2 		$378K Sell
14,540
-557
-4% -$14.5K 0.33% 37
2020
Q1 		$411K Buy
+15,097
New +$467K 0.39% 35

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

H&H Retirement Design & Management's OPI Position: Q4 2025 in Review

H&H Retirement Design & Management sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 18,668 shares — an estimated $373 sold.

H&H Retirement Design & Management first reported a position in OPI in Q1 2020 and held it in 22 quarters. The position peaked at $444K in Q2 2021. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • H&H Retirement Design & Management reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • H&H Retirement Design & Management sold 18,668 Office Properties Income Trust shares in Q4 2025, an estimated $373.
  • H&H Retirement Design & Management first reported a position in Office Properties Income Trust in Q1 2020 and held it in 22 quarters.
  • H&H Retirement Design & Management's Office Properties Income Trust position peaked at $444K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on H&H Retirement Design & Management's 13F filing for Q4 2025, filed 4 Feb 2026.