Savvy Advisors Inc’s Office Properties Income Trust OPI Stock Holding History

Savvy Advisors Inc’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	-124,750	Closed	-$41.1K	–	1065
2025 Q3	$41.1K	Sell	124,750 -1,750	-1%	-$518	﹤0.01%	816
2025 Q2	$31.2K	Buy	+126,500	New	+$35.6K	﹤0.01%	644

Other funds holding OPI

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Savvy Advisors Inc's OPI Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 124,750 shares — an estimated $41.1K sold.

Savvy Advisors Inc first reported a position in OPI in Q2 2025 and held it in 2 quarters. The position peaked at $41.1K in Q3 2025. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

Savvy Advisors Inc reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 124,750 Office Properties Income Trust shares in Q4 2025, an estimated $41.1K.
Savvy Advisors Inc first reported a position in Office Properties Income Trust in Q2 2025 and held it in 2 quarters.
Savvy Advisors Inc's Office Properties Income Trust position peaked at $41.1K in Q3 2025.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.