SS
OPI

Sunbelt Securities’s Office Properties Income Trust OPI Stock Holding History

Sunbelt Securities’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
-506
Closed -$166 – 2910
2025
Q3 		$166 Buy
506
+8
+2% +$2 ﹤0.01% 2441
2025
Q2 		$498 Sell
498
-2
-0.4% -$1 ﹤0.01% 1710
2025
Q1 		$228 Buy
500
+2
+0.4% +$2 ﹤0.01% 1737
2024
Q4 		$495 Buy
498
+1
+0.2% +$2 ﹤0.01% 1715
2024
Q3 		$1.08K Sell
497
-302
-38% -$685 ﹤0.01% 1675
2024
Q2 		$1.63K Buy
799
+1
+0.1% +$2 ﹤0.01% 1571
2024
Q1 		$1.63K Buy
798
+1
+0.1% +$3 ﹤0.01% 1540
2023
Q4 		$5.84K Buy
797
+15
+2% +$80 ﹤0.01% 1280
2023
Q3 		$3.21K Buy
782
+10
+1% +$69 ﹤0.01% 1391
2023
Q2 		$5.94K Sell
772
-67
-8% -$507 ﹤0.01% 1294
2023
Q1 		$9.92K Buy
+839
New +$12.9K ﹤0.01% 1131
2019
Q4 		– Sell
-7,008
Closed -$215K – 635
2019
Q3 		$215K Buy
+7,008
New +$196K 0.02% 500

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

Sunbelt Securities's OPI Position: Q4 2025 in Review

Sunbelt Securities sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 506 shares — an estimated $166 sold.

Sunbelt Securities first reported a position in OPI in Q3 2019 and held it in 12 quarters. The position peaked at $215K in Q3 2019. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.

  • Sunbelt Securities reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 506 Office Properties Income Trust shares in Q4 2025, an estimated $166.
  • Sunbelt Securities first reported a position in Office Properties Income Trust in Q3 2019 and held it in 12 quarters.
  • Sunbelt Securities's Office Properties Income Trust position peaked at $215K in Q3 2019.
  • 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.