Office Properties Income Trust Ownership 2024 | Who Owns Office Properties Income Trust Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

56.15%

Insider Ownership

2.19%

Retail Ownership

41.66%

Institutional Holders

134.00

Office Properties Income Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.93%0.00%4,811,184-109,445-2.22%9,814,815Jun 30, 2024
CASTLEKNIGHT MANAGEMENT LP4.64%0.23%2,250,7061,480,106192.07%4,591,440Jun 30, 2024
BLACKROCK INC.4.62%0.00%2,239,257-2,625,070-53.97%4,568,085Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.74%0.00%1,810,780-822,502-31.23%3,693,991Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC3.05%0.00%1,478,700-203,994-12.12%3,016,548Jun 30, 2024
INVESCO LTD.2.67%0.00%1,292,43536,7702.93%2,636,567Jun 30, 2024
D. E. SHAW & CO., INC.2.59%0.00%1,256,090442,62554.41%2,562,423Jun 30, 2024
LSV ASSET MANAGEMENT2.32%0.01%1,124,792-566,874-33.51%2,295,000Jun 30, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC1.86%0.44%901,815-36,908-3.93%1,839,703Jun 30, 2024
GOLDMAN SACHS GROUP INC1.39%0.00%676,070271,41267.07%1,379,182Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.38%0.00%669,055-628,040-48.42%1,365,137Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.32%0.00%641,215610,1151961.78%1,308,079Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.24%0.00%599,154-53,861-8.25%1,222,238Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC1.14%0.32%552,44631,7376.09%1,126,000Jun 30, 2024
RBF CAPITAL, LLC1.05%0.06%507,494507,494100.00%1,035,288Jun 30, 2024
WHITEBOX ADVISORS LLC1.03%0.03%500,000--1,020,000Jun 30, 2024
REDWOOD CAPITAL MANAGEMENT, LLC1.01%0.15%489,684489,684100.00%998,955Jun 30, 2024
STATE STREET CORP0.96%-466,203-793,703-63.00%951,054,000Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.80%0.00%390,076-8,227-2.07%795,755Jun 30, 2024
NORTHERN TRUST CORP0.77%0.00%372,602-21,043-5.35%760,108,000Jun 30, 2024

Office Properties Income Trust's largest institutional shareholder is VANGUARD GROUP INC, holding 9.93% of the company's total share outstanding, currently valued at $9.81M. The top 10 institutional shareholders own together 36.81% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACIFIC RIDGE CAPITAL PARTNERS, LLC1.86%0.44%901,815-36,908-3.93%1,839,703Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC1.14%0.32%552,44631,7376.09%1,126,000Jun 30, 2024
CASTLEKNIGHT MANAGEMENT LP4.64%0.23%2,250,7061,480,106192.07%4,591,440Jun 30, 2024
REDWOOD CAPITAL MANAGEMENT, LLC1.01%0.15%489,684489,684100.00%998,955Jun 30, 2024
PRIVIUM FUND MANAGEMENT B.V.0.42%0.10%202,000--391,880Jun 30, 2024
RBF CAPITAL, LLC1.05%0.06%507,494507,494100.00%1,035,288Jun 30, 2024
H&H RETIREMENT DESIGN & MANAGEMENT INC0.04%0.03%18,668--51,710Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.15%0.03%71,12071,120100.00%145,084Jun 30, 2024
WHITEBOX ADVISORS LLC1.03%0.03%500,000--1,020,000Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.08%0.01%38,59738,597100.00%78,738Jun 30, 2024
EMC CAPITAL MANAGEMENT0.02%0.01%9,104--19,000Jun 30, 2024
CLEAR STREET MARKETS LLC0.06%0.01%27,00027,000100.00%55,000Jun 30, 2024
WHITEBOX ADVISORS LLC0.33%0.01%157,646157,646100.00%321,598Jun 30, 2024
OPTAS, LLC0.03%0.01%16,42916,429100.00%33,515Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.01%0.01%6,3566,356100.00%12,967Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.29%0.01%141,72672,530104.82%289,121Jun 30, 2024
DILIGENT INVESTORS, LLC0.02%0.01%12,018-3,604-23.07%24,517Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.26%0.01%125,99364,014103.28%257,026Jun 30, 2024
CALLAN CAPITAL, LLC0.06%0.01%31,250--63,750Jun 30, 2024
LSV ASSET MANAGEMENT2.32%0.01%1,124,792-566,874-33.51%2,295,000Jun 30, 2024

The largest Office Properties Income Trust shareholder by % of total assets is PACIFIC RIDGE CAPITAL PARTNERS, LLC. The company owns 901.82K shares of Office Properties Income Trust (OPI), representing 0.44% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CASTLEKNIGHT MANAGEMENT LP4.64%0.23%2,250,7061,480,106192.07%4,591,440Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.32%0.00%641,215610,1151961.78%1,308,079Jun 30, 2024
RBF CAPITAL, LLC1.05%0.06%507,494507,494100.00%1,035,288Jun 30, 2024
REDWOOD CAPITAL MANAGEMENT, LLC1.01%0.15%489,684489,684100.00%998,955Jun 30, 2024
D. E. SHAW & CO., INC.2.59%0.00%1,256,090442,62554.41%2,562,423Jun 30, 2024
GOLDMAN SACHS GROUP INC1.39%0.00%676,070271,41267.07%1,379,182Jun 30, 2024
WHITEBOX ADVISORS LLC0.33%0.01%157,646157,646100.00%321,598Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.21%0.00%100,100100,100100.00%204,204Jun 30, 2024
SQUAREPOINT OPS LLC0.18%0.00%87,77687,776100.00%179,063Jun 30, 2024
CENTIVA CAPITAL, LP0.17%0.00%83,57583,575100.00%170,493Jun 30, 2024
MARSHALL WACE, LLP0.16%0.00%78,95578,955100.00%161,069Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.29%0.01%141,72672,530104.82%289,121Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.15%0.03%71,12071,120100.00%145,084Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.26%0.01%125,99364,014103.28%257,026Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.12%0.00%56,79456,794100.00%115,860Jun 30, 2024
HRT FINANCIAL LP0.10%0.00%50,28950,289100.00%102,000Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.08%0.01%38,59738,597100.00%78,738Jun 30, 2024
INVESCO LTD.2.67%0.00%1,292,43536,7702.93%2,636,567Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.07%0.00%34,33534,335100.00%70,043Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC1.14%0.32%552,44631,7376.09%1,126,000Jun 30, 2024

As of Jun 30 2024, Office Properties Income Trust's largest institutional buyer is CASTLEKNIGHT MANAGEMENT LP. The company purchased 1.48M stocks of OPI, valued at $4.59M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.4.62%0.00%2,239,257-2,625,070-53.97%4,568,085Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----1,332,026-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC----1,066,411-100.00%-Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.74%0.00%1,810,780-822,502-31.23%3,693,991Jun 30, 2024
STATE STREET CORP0.96%-466,203-793,703-63.00%951,054,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.38%0.00%669,055-628,040-48.42%1,365,137Jun 30, 2024
FEDERATED HERMES, INC.0.01%-4,334-602,366-99.29%8,841,000Jun 30, 2024
LSV ASSET MANAGEMENT2.32%0.01%1,124,792-566,874-33.51%2,295,000Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.31%0.00%149,252-288,869-65.93%304,474Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA----273,700-100.00%-Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC3.05%0.00%1,478,700-203,994-12.12%3,016,548Jun 30, 2024
QUADRATURE CAPITAL LTD----179,163-100.00%-Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.07%-36,327-151,938-80.70%74,106Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC----132,710-100.00%-Jun 30, 2024
VANGUARD GROUP INC9.93%0.00%4,811,184-109,445-2.22%9,814,815Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----102,885-100.00%-Jun 30, 2024
FRANKLIN RESOURCES INC----89,564-100.00%-Jun 30, 2024
MORGAN STANLEY0.57%-275,233-86,345-23.88%561,476Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.24%0.00%599,154-53,861-8.25%1,222,238Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----51,814-100.00%-Jun 30, 2024

As of Jun 30 2024, Office Properties Income Trust's biggest institutional seller is BLACKROCK INC.. The company sold -2.63M shares of OPI, valued at $4.57M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RBF CAPITAL, LLC1.05%0.06%507,494507,494100.00%1,035,288Jun 30, 2024
REDWOOD CAPITAL MANAGEMENT, LLC1.01%0.15%489,684489,684100.00%998,955Jun 30, 2024
WHITEBOX ADVISORS LLC0.33%0.01%157,646157,646100.00%321,598Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.21%0.00%100,100100,100100.00%204,204Jun 30, 2024
CENTIVA CAPITAL, LP0.17%0.00%83,57583,575100.00%170,493Jun 30, 2024
MARSHALL WACE, LLP0.16%0.00%78,95578,955100.00%161,069Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.15%0.03%71,12071,120100.00%145,084Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.12%0.00%56,79456,794100.00%115,860Jun 30, 2024
HRT FINANCIAL LP0.10%0.00%50,28950,289100.00%102,000Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.08%0.01%38,59738,597100.00%78,738Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.07%0.00%34,33534,335100.00%70,043Jun 30, 2024
CLEAR STREET MARKETS LLC0.06%0.01%27,00027,000100.00%55,000Jun 30, 2024
ETHIC INC.0.05%0.00%25,21425,214100.00%51,437Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%24,40524,405100.00%49,786Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.05%0.00%22,50022,500100.00%45,900Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.04%0.00%21,26721,267100.00%43,385Jun 30, 2024
POINT72 (DIFC) LTD0.03%0.00%16,54516,545100.00%33,753Jun 30, 2024
OPTAS, LLC0.03%0.01%16,42916,429100.00%33,515Jun 30, 2024
GROUP ONE TRADING, L.P.0.03%0.00%15,87715,877100.00%32,389,000Jun 30, 2024
SEQUOIA FINANCIAL ADVISORS, LLC0.02%0.00%10,16510,165100.00%20,737Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.01%0.01%6,3566,356100.00%12,967Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC0.00%-2,0042,004100.00%4,088Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%-200200100.00%408Jun 30, 2024
FIFTH THIRD BANCORP--99100.00%18Jun 30, 2024

Office Properties Income Trust's largest new institutional shareholder by number of shares is RBF CAPITAL, LLC, purchased 507.49K shares, valued at $1.04M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----1,332,026-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC----1,066,411-100.00%-Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA----273,700-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----179,163-100.00%-Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC----132,710-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----102,885-100.00%-Jun 30, 2024
FRANKLIN RESOURCES INC----89,564-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----51,814-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.----51,399-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC----36,023-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----23,735-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----22,577-100.00%-Jun 30, 2024
ARROW INVESTMENT ADVISORS, LLC----20,718-100.00%-Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE----20,273-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC----18,000-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----16,381-100.00%-Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC----15,943-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----14,600-100.00%-Jun 30, 2024
PATHSTONE HOLDINGS, LLC----12,579-100.00%-Jun 30, 2024
ABEL HALL, LLC----10,764-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----10,536-100.00%-Jun 30, 2024
STRS OHIO----9,600-100.00%-Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM----4,842-100.00%-Jun 30, 2024
LEGAL & GENERAL GROUP PLC----4,166-100.00%-Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.----3,755-100.00%-Jun 30, 2024
AMALGAMATED BANK----1,658-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,505-100.00%-Jun 30, 2024
COVESTOR LTD----1,495-100.00%-Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC----1,019-100.00%-Jun 30, 2024
BANK OF NEW HAMPSHIRE----212-100.00%-Jun 30, 2024
MASSMUTUAL TRUST CO FSB/ADV----84-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----14-100.00%-Jun 30, 2024
ROSENBERG MATTHEW HAMILTON----12-100.00%-Jun 30, 2024

Office Properties Income Trust's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -1.33M shares, valued at -, as of undefined.

Office Properties Income Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DSS AMERICAFIRST QUANTITATIVE FUNDS1.22%8,032--Mar 31, 2021
THOMPSON IM FUNDS INC1.00%15,838,000--Feb 29, 2024
AMG Funds II0.85%380,000--Mar 28, 2024
THOMPSON IM FUNDS INC0.79%12,419,000--Feb 29, 2024
THOMPSON IM FUNDS INC0.75%11,767,000--Feb 29, 2024
Invesco High Income Trust II0.64%724,000724,000-Feb 29, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.45%200,000--Dec 31, 2023
Vanguard Montgomery Funds0.44%105,727--Mar 31, 2024
PIONEER REAL ESTATE SHARES0.30%11,625--Mar 31, 2023
DEUTSCHE DWS VARIABLE SERIES I0.22%80,000--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.22%80,000--Mar 31, 2024
COMMERCE FUNDS0.20%4,000,000--Jan 31, 2024
Northern Lights Fund Trust0.20%15,825,000--Jan 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.20%17,185,0008,054,00088.21%Feb 29, 2024
CORNERCAP GROUP OF FUNDS /VA/0.17%11,922-10,605-47.08%Sep 30, 2022
BlackRock Advantage SMID Cap Fund, Inc.0.16%30,125--Mar 28, 2024
Natixis ETF Trust0.15%30,000--Mar 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.15%1,350,000--Dec 31, 2023
DEUTSCHE DWS INCOME TRUST0.15%5,000,000--Jan 31, 2024
FIDELITY SECURITIES FUND0.14%13,162,000--Jan 31, 2024
Federated Hermes MDT Series0.12%286,132149,410109.28%Jan 31, 2024
Invesco Bond Fund0.10%192,000--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 160.10%25,409--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.09%13,065,000--Mar 31, 2024
WEITZ FUNDS0.09%2,733,000--Mar 31, 2024
WEITZ FUNDS0.09%2,731,000--Mar 31, 2024
DEUTSCHE DWS PORTFOLIO TRUST0.08%395,000--Jan 31, 2024
DEUTSCHE DWS PORTFOLIO TRUST0.08%395,000--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.08%333,666--Feb 29, 2024
Natixis ETF Trust0.07%15,000--Mar 31, 2024
VIRTUS OPPORTUNITIES TRUST0.07%19,825,000--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.07%36,326--Mar 31, 2024
Columbia Funds Variable Series Trust II0.06%2,095,000--Mar 31, 2024
FIDELITY SECURITIES FUND0.06%5,920,000--Jan 31, 2024
PFM Multi-Manager Series Trust0.06%52,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.06%8,317,000--Mar 31, 2024
Columbia Funds Variable Series Trust II0.06%1,851,000--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.06%61,715--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.05%469,000--Mar 31, 2024
Invesco Bond Fund0.05%99,00099,000-Feb 29, 2024
SYNTAX ETF TRUST0.05%1,655--Mar 31, 2024
Legg Mason ETF Investment Trust0.04%89,320-1,643-1.81%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.04%25,900--Mar 31, 2024
World Funds Trust0.04%500,000--Jan 31, 2024
JPMorgan Institutional Trust0.04%1,050,000--Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%97,000--Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.04%179,000--Mar 31, 2024
DEUTSCHE DWS INCOME TRUST0.04%1,330,000--Mar 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.04%1,340,000--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.04%1,970,777-25,276-1.27%Jan 31, 2024
Forethought Variable Insurance Trust0.03%147,000--Mar 28, 2024
IndexIQ Active ETF Trust0.03%535,000--Jan 31, 2024
Two Roads Shared Trust0.03%1,315,000--Jan 31, 2024
Invesco Bond Fund0.03%58,000--Feb 29, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.03%7,200,000--Feb 29, 2024
JPMorgan Institutional Trust0.03%784,000--Feb 29, 2024
DEUTSCHE DWS MARKET TRUST0.03%555,000--Jan 31, 2024
Cohen & Steers Real Assets Fund, Inc.0.03%100,000--Dec 31, 2023
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.03%2,428,000--Feb 29, 2024
Capitol Series Trust0.03%263,288--Jan 31, 2024
AdvisorShares Trust0.03%105,000--Mar 28, 2024
VIRTUS OPPORTUNITIES TRUST0.03%7,345,000--Feb 29, 2024
SARATOGA ADVANTAGE TRUST0.03%1,583--Feb 29, 2024
FLEXSHARES TRUST0.03%2,000,000400,00025.00%Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.02%60,000--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.02%55,000--Mar 31, 2024
DBX ETF TRUST0.02%1,626,000124,0008.26%Feb 29, 2024
Harbor ETF Trust0.02%100,000--Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.02%5,000,000--Jan 31, 2024
Brinker Capital Destinations Trust0.02%1,230,000--Feb 29, 2024
JPMorgan Institutional Trust0.02%519,000--Feb 29, 2024
Manager Directed Portfolios0.02%3,234--Jan 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%198,000--Jan 31, 2024
VIRTUS OPPORTUNITIES TRUST0.02%5,460,000--Mar 28, 2024
JPMORGAN INSURANCE TRUST0.02%255,000--Mar 31, 2023
Victory Portfolios II0.02%1,000,000--Mar 31, 2024
FIDELITY COVINGTON TRUST0.02%353,000--Jan 31, 2024
MAINSTAY VP FUNDS TRUST0.02%2,310,000--Mar 31, 2024
FLEXSHARES TRUST0.02%1,400,000--Jan 31, 2024
FLEXSHARES TRUST0.02%1,390,000-860,000-38.22%Jan 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.02%1,485,000--Feb 29, 2024
Arrow ETF Trust0.02%20,718-13,849-40.06%Jan 31, 2024
Columbia Funds Variable Series Trust II0.01%485,000--Mar 31, 2024
JPMORGAN TRUST II0.01%15,955,000--Feb 29, 2024
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST0.01%657,00055,0009.14%Jan 31, 2024
Columbia Funds Variable Series Trust II0.01%471,000--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%89,332--Mar 31, 2024
DEUTSCHE DWS MARKET TRUST0.01%260,000--Jan 31, 2024
BNY Mellon Investment Funds IV, Inc.0.01%200,000--Jan 31, 2024
RiverNorth Funds0.01%335,000--Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.01%43,5687131.66%Feb 29, 2024
Global X Funds0.01%607,416586,8742856.95%Jan 31, 2024
PACIFIC FUNDS SERIES TRUST0.01%4,000,000--Mar 31, 2023
EQ PREMIER VIP TRUST0.01%465,000--Sep 30, 2023
World Funds Trust0.01%158,143--Jan 31, 2024
RUSSELL INVESTMENT CO0.01%3,857,000--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%7,334--Mar 31, 2024
GraniteShares ETF Trust0.01%25,9831,9478.10%Sep 30, 2021
IndexIQ ETF Trust0.01%26,352-1,949-6.89%Jan 31, 2024
DEUTSCHE DWS MARKET TRUST0.01%210,000--Jan 31, 2024

Office Properties Income Trust's largest mutual fund holder by % of total assets is "DSS AMERICAFIRST QUANTITATIVE FUNDS", owning 8.03K shares, compromising 1.22% of its total assets.

Office Properties Income Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24134-4.29%
31 Mar, 24140-12.50%
31 Dec, 23160-13.51%
30 Sep, 23185-4.64%
30 Jun, 23194-
31 Mar, 23194-7.18%
31 Dec, 2220916.11%
30 Sep, 22180-6.25%
30 Jun, 22192-3.52%
31 Mar, 22199-1.00%
31 Dec, 212018.06%
30 Sep, 21186-5.58%
30 Jun, 211974.23%
31 Mar, 21189-4.55%
31 Dec, 20198-2.94%
30 Sep, 20204-6.85%
30 Jun, 202190.46%
31 Mar, 20218-6.03%
31 Dec, 192320.87%
30 Sep, 192308.49%
30 Jun, 19212-10.92%
31 Mar, 192385850.00%
31 Dec, 184-
30 Jun, 181-
31 Mar, 181-
31 Dec, 171-
30 Sep, 171-
30 Jun, 171-
31 Mar, 171-
31 Dec, 161-
30 Sep, 161-
30 Jun, 161-50.00%
31 Mar, 162-

As of 30 Jun 24, 134 institutions are holding Office Properties Income Trust's shares, representing a decrease of -4.29% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2427,214,023-16.98%
31 Mar, 2432,779,7144.57%
31 Dec, 2331,347,782-7.23%
30 Sep, 2333,791,189-8.12%
30 Jun, 2336,777,500-3.81%
31 Mar, 2338,235,238-1.03%
31 Dec, 2238,631,6723.65%
30 Sep, 2237,272,660-0.18%
30 Jun, 2237,341,4861.52%
31 Mar, 2236,783,9922.16%
31 Dec, 2136,007,8250.46%
30 Sep, 2135,841,187-3.33%
30 Jun, 2137,075,982-0.10%
31 Mar, 2137,111,8310.30%
31 Dec, 2037,000,1620.55%
30 Sep, 2036,798,512-1.31%
30 Jun, 2037,286,9110.36%
31 Mar, 2037,153,3092.14%
31 Dec, 1936,375,6764.10%
30 Sep, 1934,943,6271.66%
30 Jun, 1934,373,2745.70%
31 Mar, 1932,520,55611909.87%
31 Dec, 18270,782-
30 Jun, 181,69546.88%
31 Mar, 181,154-
31 Dec, 171,154-
30 Sep, 171,154-
30 Jun, 171,154-
31 Mar, 171,154-
31 Dec, 161,154-
30 Sep, 161,154-
30 Jun, 161,154-6.18%
31 Mar, 161,230-

Office Properties Income Trust (OPI) has 27.21M shares outstanding as of 30 Jun 24, down -16.98% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2456.15%1.23%
31 Mar, 2467.64%1.61%
31 Dec, 2364.78%1.33%
30 Sep, 2369.88%1.21%
30 Jun, 2376.09%1.22%
31 Mar, 2379.10%1.24%
31 Dec, 2280.02%1.34%
30 Sep, 2277.19%1.29%
30 Jun, 2277.39%1.33%
31 Mar, 2276.25%1.37%
31 Dec, 2174.71%1.35%
30 Sep, 2174.34%1.25%
30 Jun, 2176.98%1.30%
31 Mar, 2177.06%1.30%
31 Dec, 2076.89%1.32%
30 Sep, 2076.45%1.27%
30 Jun, 2077.51%1.30%
31 Mar, 2077.25%1.35%
31 Dec, 1975.68%1.43%
30 Sep, 1972.69%1.42%
30 Jun, 1971.54%1.56%
31 Mar, 1967.71%5783.60%
31 Dec, 181.08%-
30 Jun, 180.01%31246.81%
31 Mar, 180.00%21276.60%
31 Dec, 170.00%20379.17%
30 Sep, 170.00%11289.23%
30 Jun, 170.01%15383.08%
31 Mar, 170.01%15378.46%
31 Dec, 160.01%15386.15%
30 Sep, 160.01%15381.54%
30 Jun, 160.01%13595.65%
31 Mar, 160.01%-

As of 30 Jun 24, Office Properties Income Trust is held by 56.15% institutional shareholders, representing a 1.23% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2451-13.56%
31 Mar, 2459-26.25%
31 Dec, 2380-3.61%
30 Sep, 2383-8.79%
30 Jun, 239113.75%
31 Mar, 2380-36.51%
31 Dec, 2212657.50%
30 Sep, 2280-5.88%
30 Jun, 2285-14.14%
31 Mar, 22997.61%
31 Dec, 219241.54%
30 Sep, 2165-7.14%
30 Jun, 2170-11.39%
31 Mar, 2179-7.06%
31 Dec, 2085-14.14%
30 Sep, 20996.45%
30 Jun, 2093-8.82%
31 Mar, 20102-9.73%
31 Dec, 19113-4.24%
30 Sep, 1911822.92%
30 Jun, 1996-58.26%
31 Mar, 192305650.00%
31 Dec, 184-
30 Jun, 181-
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--
30 Sep, 16--
30 Jun, 16--100.00%
31 Mar, 162-

51 institutional shareholders have increased their position in OPI stock as of 30 Jun 24 compared to 59 in the previous quarter (a -13.56% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2445-
31 Mar, 2445-6.25%
31 Dec, 2348-20.00%
30 Sep, 23603.45%
30 Jun, 2358-10.77%
31 Mar, 236538.30%
31 Dec, 2247-12.96%
30 Sep, 2254-12.90%
30 Jun, 22621.64%
31 Mar, 2261-16.44%
31 Dec, 2173-1.35%
30 Sep, 2174-3.90%
30 Jun, 217716.67%
31 Mar, 2166-2.94%
31 Dec, 2068-13.92%
30 Sep, 2079-3.66%
30 Jun, 208213.89%
31 Mar, 2072-1.37%
31 Dec, 197315.87%
30 Sep, 1963-16.00%
30 Jun, 19752400.00%
31 Mar, 193-
31 Dec, 18--
30 Jun, 18--
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--
30 Sep, 16--
30 Jun, 16--
31 Mar, 16--

45 institutional shareholders have reduced their position in OPI stock as of 30 Jun 24 compared to 45 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24134-4.29%27,214,023-16.98%56.15%1.23%51-13.56%45-
31 Mar, 24140-12.50%32,779,7144.57%67.64%1.61%59-26.25%45-6.25%
31 Dec, 23160-13.51%31,347,782-7.23%64.78%1.33%80-3.61%48-20.00%
30 Sep, 23185-4.64%33,791,189-8.12%69.88%1.21%83-8.79%603.45%
30 Jun, 23194-36,777,500-3.81%76.09%1.22%9113.75%58-10.77%
31 Mar, 23194-7.18%38,235,238-1.03%79.10%1.24%80-36.51%6538.30%
31 Dec, 2220916.11%38,631,6723.65%80.02%1.34%12657.50%47-12.96%
30 Sep, 22180-6.25%37,272,660-0.18%77.19%1.29%80-5.88%54-12.90%
30 Jun, 22192-3.52%37,341,4861.52%77.39%1.33%85-14.14%621.64%
31 Mar, 22199-1.00%36,783,9922.16%76.25%1.37%997.61%61-16.44%
31 Dec, 212018.06%36,007,8250.46%74.71%1.35%9241.54%73-1.35%
30 Sep, 21186-5.58%35,841,187-3.33%74.34%1.25%65-7.14%74-3.90%
30 Jun, 211974.23%37,075,982-0.10%76.98%1.30%70-11.39%7716.67%
31 Mar, 21189-4.55%37,111,8310.30%77.06%1.30%79-7.06%66-2.94%
31 Dec, 20198-2.94%37,000,1620.55%76.89%1.32%85-14.14%68-13.92%
30 Sep, 20204-6.85%36,798,512-1.31%76.45%1.27%996.45%79-3.66%
30 Jun, 202190.46%37,286,9110.36%77.51%1.30%93-8.82%8213.89%
31 Mar, 20218-6.03%37,153,3092.14%77.25%1.35%102-9.73%72-1.37%
31 Dec, 192320.87%36,375,6764.10%75.68%1.43%113-4.24%7315.87%
30 Sep, 192308.49%34,943,6271.66%72.69%1.42%11822.92%63-16.00%
30 Jun, 19212-10.92%34,373,2745.70%71.54%1.56%96-58.26%752400.00%
31 Mar, 192385850.00%32,520,55611909.87%67.71%5783.60%2305650.00%3-
31 Dec, 184-270,782-1.08%-4---
30 Jun, 181-1,69546.88%0.01%31246.81%1---
31 Mar, 181-1,154-0.00%21276.60%----
31 Dec, 171-1,154-0.00%20379.17%----
30 Sep, 171-1,154-0.00%11289.23%----
30 Jun, 171-1,154-0.01%15383.08%----
31 Mar, 171-1,154-0.01%15378.46%----
31 Dec, 161-1,154-0.01%15386.15%----
30 Sep, 161-1,154-0.01%15381.54%----
30 Jun, 161-50.00%1,154-6.18%0.01%13595.65%--100.00%--
31 Mar, 162-1,230-0.01%-2---

Office Properties Income Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 02, 2024Duffy Yaelofficer President and COOSell---8,178
Oct 02, 2023Donley Brian E.officer CFO and TreasurerSell---7,544
Sep 20, 2023Brown Matthew C.officer CFO and TreasurerF-InKindSell2,053$5.79$11.89K24,288
Sep 20, 2023CLARK JENNIFER Bdirector-F-InKindSell7,112$5.79$41.18K85,116
Sep 20, 2023Bilotto Christopher J.officer President and COOF-InKindSell1,984$5.79$11.49K24,673
Jun 14, 2023HARRINGTON JOHN L.director-G-GiftSell3,500---
Jun 14, 2023LAMKIN WILLIAM A.director-G-GiftSell3,500---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 02, 2024Duffy Yaelofficer President and COOSell---8,178
Oct 02, 2023Donley Brian E.officer CFO and TreasurerSell---7,544
Sep 20, 2023Brown Matthew C.officer CFO and TreasurerF-InKindSell2,053$5.79$11.89K24,288
Sep 20, 2023CLARK JENNIFER Bdirector-F-InKindSell7,112$5.79$41.18K85,116
Sep 20, 2023Bilotto Christopher J.officer President and COOF-InKindSell1,984$5.79$11.49K24,673
Sep 15, 2023Brown Matthew C.officer CFO and TreasurerA-AwardBuy10,000--26,341
Sep 15, 2023CLARK JENNIFER Bdirector-A-AwardBuy25,000--92,228
Sep 15, 2023Bilotto Christopher J.officer President and COOA-AwardBuy10,000--26,657
Jun 14, 2023HARRINGTON JOHN L.director-G-GiftBuy3,500--22,562
Jun 14, 2023HARRINGTON JOHN L.director-A-AwardBuy3,500--3,500
Jun 14, 2023HARRINGTON JOHN L.director-G-GiftSell3,500---
Jun 14, 2023LAMKIN WILLIAM A.director-G-GiftBuy3,500--24,550
Jun 14, 2023LAMKIN WILLIAM A.director-A-AwardBuy3,500--3,500
Jun 14, 2023LAMKIN WILLIAM A.director-G-GiftSell3,500---
Jun 14, 2023GILMORE BARBARA D.director-A-AwardBuy3,500--22,562
Jun 14, 2023PORTNOY ADAM D.director-A-AwardBuy3,500--149,450
Jun 14, 2023Talley Mark A.director-A-AwardBuy3,500--7,960
Jun 14, 2023SOMERS JEFFREY P.director-A-AwardBuy3,500--27,112
Jun 14, 2023CLARK JENNIFER Bdirector-A-AwardBuy3,500--67,228
Jun 14, 2023Poptodorova Elenadirector-A-AwardBuy3,500--16,250

The last insider sell of Office Properties Income Trust's stock was made by Duffy Yael on Jan 02 2024, selling - shares at - per share (valued at -).

Office Properties Income Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024-1-
Q4 2023-1-
Q3 202333100.00%
Q2 2023113366.67%
Q3 202233100.00%
Q2 2022---
Q3 20213475.00%
Q2 2021104250.00%
Q3 202033100.00%
Q2 2020103333.33%
Q1 2020-1-
Q3 20192366.67%
Q2 201993300.00%
Q1 20193475.00%
Q4 201851500.00%
Q3 201822100.00%
Q2 201882400.00%
Q3 201722100.00%
Q2 201782400.00%
Q1 2017---

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Office Properties Income Trust's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q3 2022---
Q2 2022---
Q3 2021---
Q2 2021---
Q3 2020---
Q2 2020---
Q1 2020---
Q3 2019-1-
Q2 2019---
Q1 2019---
Q4 2018---
Q3 2018---
Q2 2018---
Q3 2017---
Q2 2017---
Q1 2017---

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Office Properties Income Trust's stocks.

Office Properties Income Trust Peer Ownership


TickerCompany
KRCKilroy Realty Corporation
CUZCousins Properties Incorporated
BXPBoston Properties, Inc.
SLGSL Green Realty Corp.
AREAlexandria Real Estate Equities, Inc.
DEIDouglas Emmett, Inc.
BDNBrandywine Realty Trust
PSTLPostal Realty Trust, Inc.
HIWHighwoods Properties, Inc.
PDMPiedmont Office Realty Trust, Inc.
HPPHudson Pacific Properties, Inc.
CIOCity Office REIT, Inc.

OPI Ownership FAQ


Office Properties Income Trust is owned by institutional shareholders (56.15%), insiders (2.19%), and public (41.66%). The largest institutional shareholder of Office Properties Income Trust is VANGUARD GROUP INC (9.93% of total shares) and the top mutual fund owner is DSS AMERICAFIRST QUANTITATIVE FUNDS (1.22% of total shares).

Office Properties Income Trust's major institutional shareholders are VANGUARD GROUP INC, CASTLEKNIGHT MANAGEMENT LP, BLACKROCK INC., CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and AQR CAPITAL MANAGEMENT LLC. The top five shareholders own together 25.98% of the company's share outstanding.

As of Jun 2024, there are 134 institutional shareholders of Office Properties Income Trust.

VANGUARD GROUP INC owns 4.81M shares of Office Properties Income Trust, representing 9.93% of the company's total shares outstanding, valued at $9.81M (as of Jun 2024).

As of Jun 2024, CASTLEKNIGHT MANAGEMENT LP holds 2.25M shares of Office Properties Income Trust (OPI), compromising 4.64% of the company, valued at $4.59M.

BLACKROCK INC is the third largest holder of Office Properties Income Trust. The company owns 2.24M of the company's shares outstanding (worth $4.57M).