LPL Financial’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-39,567
| Closed | -$13K | – | 6015 |
|
|
2025
Q3 | $13K | Sell |
39,567
-1,218
| -3% | -$360 | ﹤0.01% | 5765 |
|
|
2025
Q2 | $10.1K | Buy |
40,785
+4,063
| +11% | +$1.14K | ﹤0.01% | 5522 |
|
|
2025
Q1 | $16.7K | Sell |
36,722
-813
| -2% | -$694 | ﹤0.01% | 5274 |
|
|
2024
Q4 | $37.5K | Buy |
37,535
+3,943
| +12% | +$6.08K | ﹤0.01% | 5138 |
|
|
2024
Q3 | $73.2K | Sell |
33,592
-560
| -2% | -$1.27K | ﹤0.01% | 4948 |
|
|
2024
Q2 | $69.7K | Buy |
34,152
+2,442
| +8% | +$5.31K | ﹤0.01% | 4799 |
|
|
2024
Q1 | $64.7K | Sell |
31,710
-8,260
| -21% | -$28.4K | ﹤0.01% | 4738 |
|
|
2023
Q4 | $293K | Buy |
39,970
+2,018
| +5% | +$10.7K | ﹤0.01% | 4106 |
|
|
2023
Q3 | $156K | Sell |
37,952
-1,192
| -3% | -$8.27K | ﹤0.01% | 4317 |
|
|
2023
Q2 | $301K | Sell |
39,144
-4,048
| -9% | -$30.6K | ﹤0.01% | 3848 |
|
|
2023
Q1 | $531K | Buy |
43,192
+779
| +2% | +$12K | ﹤0.01% | 3270 |
|
|
2022
Q4 | $566K | Buy |
42,413
+5,612
| +15% | +$80.8K | ﹤0.01% | 3140 |
|
|
2022
Q3 | $517K | Buy |
36,801
+1,093
| +3% | +$20.5K | ﹤0.01% | 3123 |
|
|
2022
Q2 | $712K | Buy |
35,708
+591
| +2% | +$12.8K | ﹤0.01% | 2875 |
|
|
2022
Q1 | $904K | Sell |
35,117
-1,436
| -4% | -$36.5K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $908K | Sell |
36,553
-1,496
| -4% | -$38.4K | ﹤0.01% | 2741 |
|
|
2021
Q3 | $964K | Buy |
38,049
+1,467
| +4% | +$40K | ﹤0.01% | 2642 |
|
|
2021
Q2 | $1.07M | Buy |
36,582
+1,573
| +4% | +$45.1K | ﹤0.01% | 2503 |
|
|
2021
Q1 | $963K | Sell |
35,009
-1,377
| -4% | -$35.7K | ﹤0.01% | 2424 |
|
|
2020
Q4 | $827K | Sell |
36,386
-4,237
| -10% | -$92.6K | ﹤0.01% | 2338 |
|
|
2020
Q3 | $842K | Sell |
40,623
-10,355
| -20% | -$249K | ﹤0.01% | 2075 |
|
|
2020
Q2 | $1.32M | Sell |
50,978
-2,031
| -4% | -$52.9K | ﹤0.01% | 1621 |
|
|
2020
Q1 | $1.44M | Sell |
53,009
-3,091
| -6% | -$95.5K | ﹤0.01% | 1383 |
|
|
2019
Q4 | $1.8M | Sell |
56,100
-4,715
| -8% | -$151K | ﹤0.01% | 1425 |
|
|
2019
Q3 | $1.86M | Buy |
60,815
+708
| +1% | +$19.8K | ﹤0.01% | 1303 |
|
|
2019
Q2 | $1.58M | Sell |
60,107
-7,950
| -12% | -$209K | ﹤0.01% | 1385 |
|
|
2019
Q1 | $1.88M | Buy |
+68,057
| New | +$2.06M | ﹤0.01% | 1221 |
|
Other funds holding OPI
CW
XT
LPL Financial's OPI Position: Q4 2025 in Review
LPL Financial sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 39,567 shares — an estimated $13K sold.
LPL Financial first reported a position in OPI in Q1 2019 and held it in 27 quarters. The position peaked at $1.88M in Q1 2019. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.
- LPL Financial reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 39,567 Office Properties Income Trust shares in Q4 2025, an estimated $13K.
- LPL Financial first reported a position in Office Properties Income Trust in Q1 2019 and held it in 27 quarters.
- LPL Financial's Office Properties Income Trust position peaked at $1.88M in Q1 2019.
- 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.