HBK Sorce Advisory’s Office Properties Income Trust OPI Stock Holding History

HBK Sorce Advisory’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 Q2	–	Sell	-11,989	Closed	-$5.47K	–	619
2025 Q1	$5.47K	Buy	+11,989	New	+$10.2K	﹤0.01%	590
2023 Q1	–	Sell	-210,000	Closed	-$225K	–	772
2022 Q4	$225K	Buy	210,000 +105,000	+100%	+$1.51M	0.01%	625
2022 Q3	$110K	Buy	+105,000	New	+$1.97M	0.01%	485

Other funds holding OPI

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HBK Sorce Advisory's OPI Position: Q2 2025 in Review

HBK Sorce Advisory sold out of Office Properties Income Trust (OPI) in Q2 2025, closing a stake of 11,989 shares — an estimated $5.47K sold.

HBK Sorce Advisory first reported a position in OPI in Q3 2022 and held it in 3 quarters. The position peaked at $225K in Q4 2022. 68 funds tracked by Wall St. Rank hold OPI as of Q2 2025.

HBK Sorce Advisory reported no remaining Office Properties Income Trust position as of Q2 2025 after selling out during the quarter.
HBK Sorce Advisory sold 11,989 Office Properties Income Trust shares in Q2 2025, an estimated $5.47K.
HBK Sorce Advisory first reported a position in Office Properties Income Trust in Q3 2022 and held it in 3 quarters.
HBK Sorce Advisory's Office Properties Income Trust position peaked at $225K in Q4 2022.
68 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.