MassMutual Private Wealth & Trust’s Office Properties Income Trust OPI Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-84	Closed	-$171	–	2206
2024 Q1	$171	Buy	+84	New	+$289	﹤0.01%	2007
2023 Q4	–	Sell	-267	Closed	-$1.09K	–	2049
2023 Q3	$1.09K	Sell	267 -280	-51%	-$1.94K	﹤0.01%	1667
2023 Q2	$4.21K	Buy	547 +485	+782%	+$3.67K	﹤0.01%	1263
2023 Q1	$763	Buy	+62	New	+$952	﹤0.01%	1612
2022 Q4	–	Sell	-26	Closed	–	–	1786
2022 Q3	$0	Buy	+26	New	+$488	﹤0.01%	1754

Other funds holding OPI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's OPI Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Office Properties Income Trust (OPI) in Q2 2024, closing a stake of 84 shares — an estimated $171 sold.

MassMutual Private Wealth & Trust first reported a position in OPI in Q3 2022 and held it in 5 quarters. The position peaked at $4.21K in Q2 2023. 135 funds tracked by Wall St. Rank hold OPI as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining Office Properties Income Trust position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 84 Office Properties Income Trust shares in Q2 2024, an estimated $171.
MassMutual Private Wealth & Trust first reported a position in Office Properties Income Trust in Q3 2022 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Office Properties Income Trust position peaked at $4.21K in Q2 2023.
135 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.