New York Life Investment Management’s Office Properties Income Trust OPI Stock Holding History

New York Life Investment Management’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 Q1	–	Sell	-28,186	Closed	-$206K	–	1473
2023 Q4	$206K	Sell	28,186 -760	-3%	-$4.04K	﹤0.01%	1292
2023 Q3	$119K	Sell	28,946 -4,561	-14%	-$31.7K	﹤0.01%	1288
2023 Q2	$258K	Sell	33,507 -7,219	-18%	-$54.6K	﹤0.01%	1267
2023 Q1	$501K	Buy	40,726 +18,681	+85%	+$287K	0.01%	673
2022 Q4	$294K	Buy	22,045 +2,484	+13%	+$35.8K	﹤0.01%	1126
2022 Q3	$275K	Sell	19,561 -12,723	-39%	-$239K	﹤0.01%	1127
2022 Q2	$644K	Buy	+32,284	New	+$699K	0.01%	663

Other funds holding OPI

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

New York Life Investment Management's OPI Position: Q1 2024 in Review

New York Life Investment Management sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 28,186 shares — an estimated $206K sold.

New York Life Investment Management first reported a position in OPI in Q2 2022 and held it in 7 quarters. The position peaked at $644K in Q2 2022. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

New York Life Investment Management reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 28,186 Office Properties Income Trust shares in Q1 2024, an estimated $206K.
New York Life Investment Management first reported a position in Office Properties Income Trust in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Office Properties Income Trust position peaked at $644K in Q2 2022.
134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.