KAS
OPI

Kestra Advisory Services’s Office Properties Income Trust OPI Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-36,379
Closed -$8.99K – 2992
2025
Q2 		$8.99K Buy
36,379
+895
+3% +$252 ﹤0.01% 2811
2025
Q1 		$16.2K Sell
35,484
-7,428
-17% -$6.34K ﹤0.01% 2697
2024
Q4 		$42.9K Buy
+42,912
New +$66.2K ﹤0.01% 2616
2024
Q3 		– Sell
-100,100
Closed -$204K – 2688
2024
Q2 		$204K Buy
+100,100
New +$218K ﹤0.01% 2398

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return

Kestra Advisory Services's OPI Position: Q3 2025 in Review

Kestra Advisory Services sold out of Office Properties Income Trust (OPI) in Q3 2025, closing a stake of 36,379 shares — an estimated $8.99K sold.

Kestra Advisory Services first reported a position in OPI in Q2 2024 and held it in 4 quarters. The position peaked at $204K in Q2 2024. 59 funds tracked by Wall St. Rank hold OPI as of Q3 2025.

  • Kestra Advisory Services reported no remaining Office Properties Income Trust position as of Q3 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 36,379 Office Properties Income Trust shares in Q3 2025, an estimated $8.99K.
  • Kestra Advisory Services first reported a position in Office Properties Income Trust in Q2 2024 and held it in 4 quarters.
  • Kestra Advisory Services's Office Properties Income Trust position peaked at $204K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2025.

Based on Kestra Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.