Strategic Wealth Partners’s Office Properties Income Trust OPI Stock Holding History

Strategic Wealth Partners’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	-183	Closed	-$60	–	1536
2025 Q3	$60	Hold	183	–	–	﹤0.01%	1289
2025 Q2	$45	Buy	+183	New	+$51	﹤0.01%	1120
2019 Q2	–	Sell	-94	Closed	-$3K	–	798
2019 Q1	$3K	Buy	+94	New	+$2.85K	﹤0.01%	704

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 $27B AUM 24.49% 1-Year Est. Return

Strategic Wealth Partners's OPI Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 183 shares — an estimated $60 sold.

Strategic Wealth Partners first reported a position in OPI in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

Strategic Wealth Partners reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 183 Office Properties Income Trust shares in Q4 2025, an estimated $60.
Strategic Wealth Partners first reported a position in Office Properties Income Trust in Q1 2019 and held it in 3 quarters.
Strategic Wealth Partners's Office Properties Income Trust position peaked at $3K in Q1 2019.
5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.