LFA
OPI

Legacy Financial Advisors’s Office Properties Income Trust OPI Stock Holding History

Legacy Financial Advisors’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
-10,000
Closed -$3.29K – 434
2025
Q3 		$3.29K Buy
+10,000
New +$2.96K ﹤0.01% 416
2025
Q2 		– Sell
-10,000
Closed -$4.56K – 392
2025
Q1 		$4.56K Hold
10,000
– – ﹤0.01% 362
2024
Q4 		$10K Hold
10,000
– – ﹤0.01% 345
2024
Q3 		$21.8K Hold
10,000
– – ﹤0.01% 358
2024
Q2 		$20.4K Hold
10,000
– – ﹤0.01% 334
2024
Q1 		$20.4K Buy
+10,000
New +$34.4K ﹤0.01% 324

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Legacy Financial Advisors's OPI Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 10,000 shares — an estimated $3.29K sold.

Legacy Financial Advisors first reported a position in OPI in Q1 2024 and held it in 6 quarters. The position peaked at $21.8K in Q3 2024. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,000 Office Properties Income Trust shares in Q4 2025, an estimated $3.29K.
  • Legacy Financial Advisors first reported a position in Office Properties Income Trust in Q1 2024 and held it in 6 quarters.
  • Legacy Financial Advisors's Office Properties Income Trust position peaked at $21.8K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.