QWM
OPI

Quadcap Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Quadcap Wealth 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
-20,726
Closed -$152K – 349
2023
Q4 		$152K Buy
+20,726
New +$110K 0.04% 321

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Quadcap Wealth Management's OPI Position: Q1 2024 in Review

Quadcap Wealth Management sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 20,726 shares — an estimated $152K sold.

Quadcap Wealth Management first reported a position in OPI in Q4 2023 and held it in 1 quarter. The position peaked at $152K in Q4 2023. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

  • Quadcap Wealth Management reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 20,726 Office Properties Income Trust shares in Q1 2024, an estimated $152K.
  • Quadcap Wealth Management first reported a position in Office Properties Income Trust in Q4 2023 and held it in 1 quarter.
  • Quadcap Wealth Management's Office Properties Income Trust position peaked at $152K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on Quadcap Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.