LPL Financial
OPI

LPL Financial’s Office Properties Income Trust OPI Stock Holding History

LPL Financial’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
2026
Q2 		$287K Buy
+16,884
New +$292K ﹤0.01% 5489

Other funds holding OPI

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial's OPI Position: Q2 2026 in Review

LPL Financial opened a new position in Office Properties Income Trust (OPI) in Q2 2026: 16,884 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #5489 among its holdings.

8 funds tracked by Wall St. Rank hold OPI as of Q2 2026.

  • LPL Financial held 16,884 shares of Office Properties Income Trust worth $287K as of Q2 2026.
  • Office Properties Income Trust was a new LPL Financial position in Q2 2026.
  • Office Properties Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5489 holding.
  • 8 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.