SAI
OPI

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

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

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.