Stifel Financial
OPI

Stifel Financial’s Office Properties Income Trust OPI Stock Holding History

Stifel Financial’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
Q4 		– Sell
-10,285
Closed -$22.4K – 3462
2024
Q3 		$22.4K Sell
10,285
-150
-1% -$340 ﹤0.01% 3338
2024
Q2 		$21.3K Sell
10,435
-6,897
-40% -$15K ﹤0.01% 3325
2024
Q1 		$35.4K Buy
17,332
+6,845
+65% +$23.5K ﹤0.01% 3276
2023
Q4 		$76.8K Sell
10,487
-583
-5% -$3.1K ﹤0.01% 3188
2023
Q3 		$45.4K Hold
11,070
– – ﹤0.01% 3191
2023
Q2 		$85.2K Buy
11,070
+30
+0.3% +$227 ﹤0.01% 3190
2023
Q1 		$136K Sell
11,040
-1,079
-9% -$16.6K ﹤0.01% 3125
2022
Q4 		$162K Sell
12,119
-1,183
-9% -$17K ﹤0.01% 3032
2022
Q3 		$187K Sell
13,302
-331
-2% -$6.21K ﹤0.01% 2976
2022
Q2 		$272K Sell
13,633
-96
-0.7% -$2.08K ﹤0.01% 2806
2022
Q1 		$353K Buy
13,729
+526
+4% +$13.4K ﹤0.01% 2776
2021
Q4 		$328K Buy
13,203
+761
+6% +$19.6K ﹤0.01% 2858
2021
Q3 		$315K Sell
12,442
-440
-3% -$12K ﹤0.01% 2874
2021
Q2 		$378K Sell
12,882
-626
-5% -$17.9K ﹤0.01% 2742
2021
Q1 		$372K Buy
13,508
+68
+0.5% +$1.76K ﹤0.01% 2662
2020
Q4 		$305K Buy
13,440
+1,214
+10% +$26.5K ﹤0.01% 2584
2020
Q3 		$253K Buy
12,226
+526
+4% +$12.7K ﹤0.01% 2497
2020
Q2 		$304K Sell
11,700
-763
-6% -$19.9K ﹤0.01% 2350
2020
Q1 		$339K Sell
12,463
-296
-2% -$9.15K ﹤0.01% 2105
2019
Q4 		$413K Sell
12,759
-1,246
-9% -$39.9K ﹤0.01% 2378
2019
Q3 		$428K Sell
14,005
-33
-0.2% -$922 ﹤0.01% 2248
2019
Q2 		$370K Sell
14,038
-3,467
-20% -$91.1K ﹤0.01% 2370
2019
Q1 		$480K Buy
+17,505
New +$530K ﹤0.01% 2092

Other funds holding OPI

MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's OPI Position: Q4 2024 in Review

Stifel Financial sold out of Office Properties Income Trust (OPI) in Q4 2024, closing a stake of 10,285 shares — an estimated $22.4K sold.

Stifel Financial first reported a position in OPI in Q1 2019 and held it in 23 quarters. The position peaked at $480K in Q1 2019. 111 funds tracked by Wall St. Rank hold OPI as of Q4 2024.

  • Stifel Financial reported no remaining Office Properties Income Trust position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 10,285 Office Properties Income Trust shares in Q4 2024, an estimated $22.4K.
  • Stifel Financial first reported a position in Office Properties Income Trust in Q1 2019 and held it in 23 quarters.
  • Stifel Financial's Office Properties Income Trust position peaked at $480K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.