Office Properties Income Trust Ownership | Who Owns Office Properties Income Trust?
Office Properties Income Trust Ownership Summary
Office Properties Income Trust is owned by 16.76% institutional investors, 1.84% insiders, and 81.40% retail investors. Msd partners is the largest institutional shareholder, holding 9.87% of OPI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 2.99% of its assets in Office Properties Income Trust shares.
OPI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Office Properties Income Trust | 16.76% | 1.84% | 81.40% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Office REIT Stocks | 64.79% | 3.19% | 32.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Msd partners | 5.05M | 9.87% | $5.05M |
| Vanguard group | 4.94M | 9.64% | $4.94M |
| D. e. shaw | 3.97M | 7.75% | $3.96M |
| Castleknight management lp | 3.31M | 6.46% | $3.31M |
| Blackrock | 2.24M | 4.62% | $4.57M |
| Readystate asset management lp | 2.13M | 4.15% | $2.13M |
| Pacific ridge capital partners | 1.87M | 3.65% | $1.87M |
| Foursixthree capital lp | 1.58M | 3.08% | $1.58M |
| Blackrock funding, inc. /de | 1.37M | 2.67% | $1.37M |
| Marshall wace, llp | 841.99K | 1.64% | $841.99K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Msd partners | 5.05M | 3.55% | $5.05M |
| Foursixthree capital lp | 1.58M | 0.55% | $1.58M |
| Pacific ridge capital partners | 1.87M | 0.43% | $1.87M |
| Householder group estate & retirement specialist | 547.94K | 0.41% | $547.00K |
| Aryeh capital management | 364.37K | 0.22% | $364.30K |
| Castleknight management lp | 3.31M | 0.10% | $3.31M |
| Readystate asset management lp | 2.13M | 0.07% | $2.13M |
| H&h retirement design & management | 18.67K | 0.03% | $51.71K |
| Rbf capital | 590.37K | 0.03% | $590.25K |
| Cambria investment management | 286.68K | 0.02% | $286.62K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Msd partners | 5.05M | 3.55% | 5.05M |
| D. e. shaw | 3.97M | 0.00% | 2.64M |
| Readystate asset management lp | 2.13M | 0.07% | 2.13M |
| Foursixthree capital lp | 1.58M | 0.55% | 1.58M |
| Castleknight management lp | 3.31M | 0.10% | 1.08M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 2.24M | 0.00% | -2.63M |
| Mirae asset global investments | - | - | -1.33M |
| Invesco | 642.74K | 0.00% | -1.12M |
| Prudential financial | - | - | -1.07M |
| State street | 466.20K | - | -793.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Msd partners | 5.05M | 3.55% | 5.05M | $5.05M |
| Readystate asset management lp | 2.13M | 0.07% | 2.13M | $2.13M |
| Foursixthree capital lp | 1.58M | 0.55% | 1.58M | $1.58M |
| Aryeh capital management | 364.37K | 0.22% | 364.37K | $364.30K |
| Susquehanna fundamental investments | 155.69K | 0.00% | 155.69K | $155.66K |
Sold Out
| Holder | Change |
|---|---|
| Ronald blue trust | -3.00 |
| Fifth third bancorp | -9.00 |
| Rosenberg matthew hamilton | -12.00 |
| Nelson, van denburg & campbell wealth management group | -14.00 |
| Central pacific bank - trust division | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 40 | -66.67% | 8,578,673 | -65.49% | 16 | 0.71% | 12 | -70.00% | 12 | -72.73% |
| Sep 30, 2024 | 120 | -12.41% | 24,860,871 | -8.69% | 48 | 1.54% | 41 | -22.64% | 44 | -2.22% |
| Jun 30, 2024 | 136 | -2.86% | 27,226,052 | -16.94% | 56 | 1.23% | 52 | -11.86% | 45 | - |
| Mar 31, 2024 | 140 | -12.50% | 32,779,714 | 4.57% | 67 | 1.61% | 59 | -26.25% | 45 | -6.25% |
| Dec 31, 2023 | 160 | -13.51% | 31,347,782 | -7.23% | 64 | 1.33% | 80 | -3.61% | 48 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.09M | 2.99% | -13.20K |
| Invesco KBW Premium Yield Eq REIT ETF | 1.21M | 2.49% | - |
| Vanguard US Total Market Shares ETF | 1.64M | 2.35% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.64M | 2.35% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 835.47K | 1.57% | 835.47K |
| Vanguard Institutional Extnd Mkt Idx Tr | 743.69K | 1.07% | - |
| Adara Smaller Companies | 717.71K | 1.03% | - |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | 643.16K | 0.92% | - |
| Invesco RAFI US 1500 Small-Mid ETF | 489.96K | 0.70% | - |
| iShares U.S. Small-Cap Eq Fac ETF | 443.42K | 0.64% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2022 | Talley Mark A. | - | Buy | $7.92K |
| Jul 29, 2014 | PORTNOY ADAM | - | Buy | $8.46M |
| Jul 29, 2014 | PORTNOY BARRY M | - | Buy | $10.34M |
| Mar 11, 2013 | CommonWealth REIT | - | Sell | $250.74M |
| Aug 15, 2011 | GILMORE BARBARA D | - | Buy | $2.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | - | - |
| 2022 Q3 | - | - |
OPI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools