Mercer Global Advisors
OPI

Mercer Global Advisors’s Office Properties Income Trust OPI Stock Holding History

Mercer Global 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
2023
Q4 		– Sell
-19,258
Closed -$79K – 2068
2023
Q3 		$79K Sell
19,258
-34,863
-64% -$242K ﹤0.01% 1869
2023
Q2 		$417K Buy
54,121
+11,372
+27% +$86.1K ﹤0.01% 1323
2023
Q1 		$526K Buy
42,749
+1,543
+4% +$23.7K ﹤0.01% 1179
2022
Q4 		$550K Buy
41,206
+4,361
+12% +$62.8K ﹤0.01% 1155
2022
Q3 		$518K Buy
36,845
+5,163
+16% +$96.9K ﹤0.01% 1123
2022
Q2 		$632K Buy
31,682
+5,138
+19% +$111K ﹤0.01% 1036
2022
Q1 		$683K Buy
26,544
+11,676
+79% +$297K ﹤0.01% 1073
2021
Q4 		$369K Buy
14,868
+164
+1% +$4.21K ﹤0.01% 1360
2021
Q3 		$372K Buy
14,704
+712
+5% +$19.4K ﹤0.01% 1325
2021
Q2 		$410K Buy
13,992
+85
+0.6% +$2.44K ﹤0.01% 1237
2021
Q1 		$383K Sell
13,907
-281
-2% -$7.28K ﹤0.01% 1203
2020
Q4 		$322K Buy
14,188
+357
+3% +$7.8K ﹤0.01% 1048
2020
Q3 		$287K Buy
+13,831
New +$333K ﹤0.01% 987

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Mercer Global Advisors's OPI Position: Q4 2023 in Review

Mercer Global Advisors sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 19,258 shares — an estimated $79K sold.

Mercer Global Advisors first reported a position in OPI in Q3 2020 and held it in 13 quarters. The position peaked at $683K in Q1 2022. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Mercer Global Advisors reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 19,258 Office Properties Income Trust shares in Q4 2023, an estimated $79K.
  • Mercer Global Advisors first reported a position in Office Properties Income Trust in Q3 2020 and held it in 13 quarters.
  • Mercer Global Advisors's Office Properties Income Trust position peaked at $683K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.