Steward Partners Investment Advisory’s Office Properties Income Trust OPI Stock Holding History

Steward Partners Investment Advisory’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	-1	Closed	–	–	4431
2025 Q3	$0	Buy	+1	New	–	﹤0.01%	4351
2022 Q1	–	Sell	-6	Closed	–	–	3346
2021 Q4	$0	Hold	6	–	–	﹤0.01%	3279
2021 Q3	$0	Hold	6	–	–	﹤0.01%	3278
2021 Q2	$0	Buy	+6	New	+$172	﹤0.01%	7312

Other funds holding OPI

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Steward Partners Investment Advisory's OPI Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 1 share.

Steward Partners Investment Advisory first reported a position in OPI in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2025. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1 Office Properties Income Trust share in Q4 2025.
Steward Partners Investment Advisory first reported a position in Office Properties Income Trust in Q2 2021 and held it in 4 quarters.
Steward Partners Investment Advisory's Office Properties Income Trust position peaked at $0 in Q3 2025.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.