Mackenzie Financial
OPI

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

Mackenzie 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
2024
Q4 		– Sell
-24,467
Closed -$53.3K – 1768
2024
Q3 		$53.3K Buy
+24,467
New +$55.5K ﹤0.01% 1532
2024
Q1 		– Sell
-12,891
Closed -$94.4K – 1591
2023
Q4 		$94.4K Sell
12,891
-1,885
-13% -$10K ﹤0.01% 1414
2023
Q3 		$56.9K Buy
+14,776
New +$103K ﹤0.01% 1400
2022
Q1 		– Sell
-11,882
Closed -$295K – 1478
2021
Q4 		$295K Sell
11,882
-612
-5% -$15.7K ﹤0.01% 1155
2021
Q3 		$316K Buy
12,494
+2,077
+20% +$56.6K ﹤0.01% 1116
2021
Q2 		$305K Buy
10,417
+1,127
+12% +$32.3K ﹤0.01% 1067
2021
Q1 		$256K Buy
+9,290
New +$241K ﹤0.01% 1040
2019
Q3 		– Sell
-103,714
Closed -$2.73M – 1073
2019
Q2 		$2.73M Hold
103,714
– – 0.01% 568
2019
Q1 		$2.87M Buy
+103,714
New +$3.14M 0.01% 691

Other funds holding OPI

MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's OPI Position: Q4 2024 in Review

Mackenzie Financial sold out of Office Properties Income Trust (OPI) in Q4 2024, closing a stake of 24,467 shares — an estimated $53.3K sold.

Mackenzie Financial first reported a position in OPI in Q1 2019 and held it in 9 quarters. The position peaked at $2.87M in Q1 2019. 111 funds tracked by Wall St. Rank hold OPI as of Q4 2024.

  • Mackenzie Financial reported no remaining Office Properties Income Trust position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 24,467 Office Properties Income Trust shares in Q4 2024, an estimated $53.3K.
  • Mackenzie Financial first reported a position in Office Properties Income Trust in Q1 2019 and held it in 9 quarters.
  • Mackenzie Financial's Office Properties Income Trust position peaked at $2.87M in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.