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OPI

Office Properties Income Trust

Delisted

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

200 hedge funds and large institutions have $945M invested in Office Properties Income Trust in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $867K

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

6% more capital invested

Capital invested by funds: $892M → $945M (+$53.1M)

1.65% more ownership

Funds ownership: 74.35%76% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 204200 (-4)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
75
Reduced
61
Closed
27
Calls
$2.46M
Puts
$867K
Net Calls
+$1.59M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$36K +$9.84K +387 +39%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$31K +$30.6K +1,202 +40,067%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$6.61K -260 -20%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$21K -$5.26K -207 -20%
CFGS
155
Concourse Financial Group Securities
Alabama
$19K
PFS
156
Prospera Financial Services
Texas
$16K +$15.9K +625 New
JPLA
157
Joseph P. Lucia & Associates
New York
$15K +$14.7K +578 New
NSIM
158
North Star Investment Management
Illinois
$14K
SWA
159
Sutton Wealth Advisors
Florida
$13.2K
TPCW
160
TD Private Client Wealth
New York
$13K +$12.9K +507 New
MAM
161
Meeder Asset Management
Ohio
$12K -$1.45K -57 -11%
SIS
162
Sound Income Strategies
Florida
$12K +$636 +25 +6%
TFGT
163
TS Financial Group (TSFG)
Illinois
$11K
GWM
164
Geneos Wealth Management
Colorado
$11K +$153 +6 +1%
FHA
165
First Horizon Advisors
Tennessee
$9K +$1.27K +50 +17%
US Bancorp
166
US Bancorp
Minnesota
$9K +$5.82K +229 +214%
APA
167
American Portfolios Advisors
New York
$7.49K
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$7.49K
EWA
169
EverSource Wealth Advisors
Alabama
$7K
NFSG
170
Newbridge Financial Services Group
Florida
$6K
S
171
SignatureFD
Georgia
$6K +$5.95K +234 New
SA
172
SRH Advisors
Kansas
$5K -$28.6K -1,125 -85%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$5K -$25.4K -1,000 -83%
Simplex Trading
174
Simplex Trading
Illinois
$5K -$10.3K -405 -67%
SWM
175
Spire Wealth Management
Virginia
$5K -$1.32K -52 -22%

OPI Hedge Fund Activity: Q1 2022 in Review

200 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Office Properties Income Trust (OPI) for Q1 2022, worth a combined $945M — up 6% from $892M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of OPI and 25 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Invesco, adding an estimated $10.8M. The largest seller was LDR Capital Management, exiting entirely with an estimated $6.53M sold.

  • 200 institutional investors held Office Properties Income Trust (OPI) as of Q1 2022, down from 204 in Q4 2021.
  • Funds reported $945M of Office Properties Income Trust stock for Q1 2022, up 6% quarter-over-quarter.
  • 25 funds opened new Office Properties Income Trust positions in Q1 2022 and 27 closed out, a net change of -2 holders.
  • The largest Office Properties Income Trust buyer in Q1 2022 was Invesco, an estimated $10.8M added.
  • The largest Office Properties Income Trust seller in Q1 2022 was LDR Capital Management, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2022.