HM Payson & Co’s Office Properties Income Trust OPI Stock Holding History

HM Payson & Co’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	-160	Closed	-$53	–	1190
2025 Q3	$53	Hold	160	–	–	﹤0.01%	1088
2025 Q2	$40	Hold	160	–	–	﹤0.01%	992
2025 Q1	$73	Hold	160	–	–	﹤0.01%	1031
2024 Q4	$160	Hold	160	–	–	﹤0.01%	1023
2024 Q3	$349	Hold	160	–	–	﹤0.01%	1081
2024 Q2	$327	Hold	160	–	–	﹤0.01%	976
2024 Q1	$327	Hold	160	–	–	﹤0.01%	945
2023 Q4	$1.17K	Buy	+160	New	+$851	﹤0.01%	924

Other funds holding OPI

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

HM Payson & Co's OPI Position: Q4 2025 in Review

HM Payson & Co sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 160 shares — an estimated $53 sold.

HM Payson & Co first reported a position in OPI in Q4 2023 and held it in 8 quarters. The position peaked at $1.17K in Q4 2023. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

HM Payson & Co reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 160 Office Properties Income Trust shares in Q4 2025, an estimated $53.
HM Payson & Co first reported a position in Office Properties Income Trust in Q4 2023 and held it in 8 quarters.
HM Payson & Co's Office Properties Income Trust position peaked at $1.17K in Q4 2023.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.