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OPI

Office Properties Income Trust

Delisted

OPI was delisted on the 6th of October, 2025.

198 hedge funds and large institutions have $1.09B invested in Office Properties Income Trust in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

685% more call options, than puts

Call options by funds: $5.06M | Put options by funds: $644K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$65.2M)

4% more funds holding

Funds holding: 191198 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 76.89%76.82% (-0.08%)

37% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 79

Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
50
Reduced
79
Closed
12
Calls
$5.06M
Puts
$644K
Net Calls
+$4.41M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$35K
ECM
152
EII Capital Management
New York
$29K -$73.3K -2,557 -72%
WQ
153
Wealth Quarterback
New Jersey
$26K +$24.8K +866 New
APWA
154
Atlas Private Wealth Advisors
New Jersey
$24K -$9.72K -339 -29%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$24K
NFG
156
Next Financial Group
Texas
$22K
US Bancorp
157
US Bancorp
Minnesota
$22K +$21.5K +750 New
VI
158
Vestcor Inc
New Brunswick, Canada
$18K -$557K -19,437 -97%
JPLA
159
Joseph P. Lucia & Associates
New York
$17K
RCA
160
Ranch Capital Advisors
Florida
$16K -$5.13K -179 -24%
NSIM
161
North Star Investment Management
Illinois
$16K
CAM
162
Costello Asset Management
Pennsylvania
$13K
MAM
163
Meeder Asset Management
Ohio
$13K +$3.87K +135 +43%
TWA
164
TCI Wealth Advisors
Arizona
$13K +$10.7K +375 +441%
GWM
165
Geneos Wealth Management
Colorado
$12K +$2.64K +92 +29%
SIS
166
Sound Income Strategies
Florida
$11K -$14.8K -517 -58%
TFGT
167
TS Financial Group (TSFG)
Illinois
$11K
AWM
168
Avior Wealth Management
Nebraska
$11K +$229 +8 +2%
Loomis, Sayles & Company
169
Loomis, Sayles & Company
Massachusetts
$11K +$4.56K +159 +69%
SWA
170
Sutton Wealth Advisors
Florida
$10.5K +$10.3K +358 New
FHA
171
First Horizon Advisors
Tennessee
$9K
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$9K +$9.11K +318 New
VCM
173
Versant Capital Management
Arizona
$8K -$860 -30 -10%
NFSG
174
Newbridge Financial Services Group
Florida
$7K
ST
175
Sageworth Trust
Pennsylvania
$6K +$5.73K +200 New

OPI Hedge Fund Activity: Q2 2021 in Review

198 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Office Properties Income Trust (OPI) for Q2 2021, worth a combined $1.09B — up 6.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OPI positions and 12 closed out — a net gain of 8 holders — while 50 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.63M. The largest seller was Massachusetts Financial Services, cutting an estimated $3.88M.

  • 198 institutional investors held Office Properties Income Trust (OPI) as of Q2 2021, up from 191 in Q1 2021.
  • Funds reported $1.09B of Office Properties Income Trust stock for Q2 2021, up 6.4% quarter-over-quarter.
  • 20 funds opened new Office Properties Income Trust positions in Q2 2021 and 12 closed out, a net change of +8 holders.
  • The largest Office Properties Income Trust buyer in Q2 2021 was Morgan Stanley, an estimated $5.63M added.
  • The largest Office Properties Income Trust seller in Q2 2021 was Massachusetts Financial Services, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.