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

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

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.