NA
OPI

NewEdge Advisors’s Office Properties Income Trust OPI Stock Holding History

NewEdge 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
2025
Q4 		– Sell
-464
Closed -$153 – 4341
2025
Q3 		$153 Hold
464
– – ﹤0.01% 4019
2025
Q2 		$115 Buy
464
+16
+4% +$4 ﹤0.01% 3900
2025
Q1 		$204 Buy
448
+5
+1% +$4 ﹤0.01% 3800
2024
Q4 		$443 Buy
443
+5
+1% +$8 ﹤0.01% 3671
2024
Q3 		$955 Buy
438
+2
+0.5% +$5 ﹤0.01% 3519
2024
Q2 		$890 Sell
436
-48
-10% -$104 ﹤0.01% 3492
2024
Q1 		$988 Buy
484
+1
+0.2% +$3 ﹤0.01% 3502
2023
Q4 		$3.54K Buy
483
+69
+17% +$367 ﹤0.01% 3214
2023
Q3 		$1.7K Buy
414
+14
+4% +$97 ﹤0.01% 3085
2023
Q2 		$3.08K Buy
400
+15
+4% +$114 ﹤0.01% 2966
2023
Q1 		$4.73K Buy
385
+12
+3% +$184 ﹤0.01% 2795
2022
Q4 		$5 Buy
+373
New +$5.37K ﹤0.01% 3811

Other funds holding OPI

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

NewEdge Advisors's OPI Position: Q4 2025 in Review

NewEdge Advisors sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 464 shares — an estimated $153 sold.

NewEdge Advisors first reported a position in OPI in Q4 2022 and held it in 12 quarters. The position peaked at $4.73K in Q1 2023. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • NewEdge Advisors reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 464 Office Properties Income Trust shares in Q4 2025, an estimated $153.
  • NewEdge Advisors first reported a position in Office Properties Income Trust in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Office Properties Income Trust position peaked at $4.73K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.