II
OPI

Inspire Investing’s Office Properties Income Trust OPI Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-13,992
Closed -$410K – 896
2021
Q2 		$410K Buy
13,992
+424
+3% +$12.2K 0.05% 438
2021
Q1 		$373K Sell
13,568
-878
-6% -$22.7K 0.06% 441
2020
Q4 		$328K Buy
+14,446
New +$316K 0.07% 394
2020
Q2 		– Sell
-7,117
Closed -$194K – 648
2020
Q1 		$194K Buy
+7,117
New +$220K 0.08% 453

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Inspire Investing's OPI Position: Q3 2021 in Review

Inspire Investing sold out of Office Properties Income Trust (OPI) in Q3 2021, closing a stake of 13,992 shares — an estimated $410K sold.

Inspire Investing first reported a position in OPI in Q1 2020 and held it in 4 quarters. The position peaked at $410K in Q2 2021. 188 funds tracked by Wall St. Rank hold OPI as of Q3 2021.

  • Inspire Investing reported no remaining Office Properties Income Trust position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 13,992 Office Properties Income Trust shares in Q3 2021, an estimated $410K.
  • Inspire Investing first reported a position in Office Properties Income Trust in Q1 2020 and held it in 4 quarters.
  • Inspire Investing's Office Properties Income Trust position peaked at $410K in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.