RCA
OPI

Ranch Capital Advisors’s Office Properties Income Trust OPI Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-560
Closed -$14K – 431
2021
Q3 		$14K Hold
560
– – 0.01% 423
2021
Q2 		$16K Sell
560
-179
-24% -$5.13K 0.01% 532
2021
Q1 		$20K Sell
739
-99
-12% -$2.56K 0.01% 471
2020
Q4 		$19K Sell
838
-418
-33% -$9.13K 0.01% 487
2020
Q3 		$26K Buy
1,256
+1
+0.1% +$24 0.02% 391
2020
Q2 		$32K Sell
1,255
-119
-9% -$3.1K 0.03% 378
2020
Q1 		$37K Sell
1,374
-233
-14% -$7.2K 0.04% 323
2019
Q4 		$52K Buy
+1,607
New +$51.5K 0.04% 327

Other funds holding OPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ranch Capital Advisors's OPI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Office Properties Income Trust (OPI) in Q4 2021, closing a stake of 560 shares — an estimated $14K sold.

Ranch Capital Advisors first reported a position in OPI in Q4 2019 and held it in 8 quarters. The position peaked at $52K in Q4 2019. 204 funds tracked by Wall St. Rank hold OPI as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Office Properties Income Trust position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 560 Office Properties Income Trust shares in Q4 2021, an estimated $14K.
  • Ranch Capital Advisors first reported a position in Office Properties Income Trust in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Office Properties Income Trust position peaked at $52K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.