Western Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-15,870	Closed	-$224K	–	747
2022 Q3	$224K	Sell	15,870 -1,062	-6%	-$19.9K	0.01%	719
2022 Q2	$339K	Sell	16,932 -600	-3%	-$13K	0.02%	578
2022 Q1	$452K	Buy	17,532 +9,014	+106%	+$229K	0.02%	555
2021 Q4	$211K	Buy	+8,518	New	+$219K	0.02%	573
2021 Q2	$255K	Sell	8,731 -240	-3%	-$6.88K	0.03%	541
2021 Q1	$247K	Sell	8,971 -851	-9%	-$22K	0.03%	452
2020 Q4	$223K	Sell	9,822 -1,024	-9%	-$22.4K	0.03%	424
2020 Q3	$225K	Sell	10,846 -157	-1%	-$3.78K	0.04%	387
2020 Q2	$286K	Hold	11,003	–	–	0.05%	326
2020 Q1	$300K	Buy	11,003 +128	+1%	+$3.96K	0.07%	271
2019 Q4	$350K	Buy	10,875 +462	+4%	+$14.8K	0.05%	284
2019 Q3	$318K	Buy	10,413 +32	+0.3%	+$894	0.07%	279
2019 Q2	$270K	Sell	10,381 -419	-4%	-$11K	0.04%	323
2019 Q1	$298K	Buy	+10,800	New	+$327K	0.07%	289

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Western Wealth Management's OPI Position: Q4 2022 in Review

Western Wealth Management sold out of Office Properties Income Trust (OPI) in Q4 2022, closing a stake of 15,870 shares — an estimated $224K sold.

Western Wealth Management first reported a position in OPI in Q1 2019 and held it in 14 quarters. The position peaked at $452K in Q1 2022. 204 funds tracked by Wall St. Rank hold OPI as of Q4 2022.

Western Wealth Management reported no remaining Office Properties Income Trust position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 15,870 Office Properties Income Trust shares in Q4 2022, an estimated $224K.
Western Wealth Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 14 quarters.
Western Wealth Management's Office Properties Income Trust position peaked at $452K in Q1 2022.
204 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.