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

OverviewRevenueFinancialsChartTranscripts

Office Properties Income Trust Ownership Summary

Office Properties Income Trust is owned by 48.56% institutional investors, 2.30% insiders, and 49.14% retail investors. Vanguard group is the largest institutional shareholder, holding 9.93% of OPI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.46% of its assets in Office Properties Income Trust shares.

OPI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOffice Properties Income Trust48.56%2.30%49.14%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryOffice REIT Stocks78.89%4.14%16.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.81M9.93%$9.81M
Castleknight management lp2.25M4.64%$4.59M
Blackrock2.24M4.62%$4.57M
Charles schwab investment management1.81M3.74%$3.69M
Aqr capital management1.48M3.05%$3.02M
Invesco1.29M2.67%$2.64M
D. e. shaw1.26M2.59%$2.56M
Lsv asset management1.12M2.32%$2.29M
Pacific ridge capital partners901.82K1.86%$1.84M
Goldman sachs group676.07K1.39%$1.38M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pacific ridge capital partners901.82K0.44%$1.84M
Householder group estate & retirement specialist552.45K0.32%$1.13M
Castleknight management lp2.25M0.23%$4.59M
Privium fund management b.v.202.00K0.10%$391.88K
Rbf capital507.49K0.06%$1.04M
H&h retirement design & management18.67K0.03%$51.71K
Point72 asia (singapore) pte.71.12K0.03%$145.08K
Emc capital management9.10K0.01%$19.00K
Whitebox advisors157.65K0.01%$321.60K
Susquehanna fundamental investments141.73K0.01%$289.12K

Top Buyers

HolderShares% AssetsChange
Castleknight management lp2.25M0.23%1.48M
Millennium management641.22K0.00%610.12K
Rbf capital507.49K0.06%507.49K
D. e. shaw1.26M0.00%442.63K
Goldman sachs group676.07K0.00%271.41K

Top Sellers

HolderShares% AssetsChange
Blackrock2.24M0.00%-2.63M
Mirae asset global investments---1.33M
Prudential financial---1.07M
Charles schwab investment management1.81M0.00%-822.50K
State street466.20K--793.70K

New Positions

HolderShares% AssetsChangeValue
Rbf capital507.49K0.06%507.49K$1.04M
Whitebox advisors157.65K0.01%157.65K$321.60K
Marshall wace, llp78.95K0.00%78.95K$161.07K
Point72 asia (singapore) pte.71.12K0.03%71.12K$145.08K
Two sigma securities21.27K0.00%21.27K$43.38K

Sold Out

HolderChange
Fifth third bancorp-9.00
Rosenberg matthew hamilton-12.00
Nelson, van denburg & campbell wealth management group-14.00
Massmutual trust co fsb/adv-84.00
Gradient investments-93.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024120-12.41%24,860,871-8.69%481.54%41-22.64%44-2.22%
Jun 30, 2024136-2.86%27,226,052-16.94%561.23%52-11.86%45-
Mar 31, 2024140-12.50%32,779,7144.57%671.61%59-26.25%45-6.25%
Dec 31, 2023160-13.51%31,347,782-7.23%641.33%80-3.61%48-20.00%
Sep 30, 2023185-4.64%33,791,189-8.12%691.21%83-8.79%603.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor1.93M3.46%912.00
Vanguard Total Stock Mkt Idx Inv1.64M2.94%-
Invesco KBW Premium Yield Eq REIT ETF1.17M2.09%-
Pacific Ridge Capital Ptnrs Micro Cp Val835.47K1.57%835.47K
Schwab Fundamental U.S. Small CompanyETF846.84K1.52%-
Vanguard Institutional Extnd Mkt Idx Tr743.69K1.33%-
Invesco FTSE RAFI US 1500 Small-Mid ETF647.46K1.16%-
Adara Smaller Companies466.05K0.84%-5.55K
Vanguard Real Estate II Index314.54K0.56%-
Fidelity Extended Market Index299.63K0.54%43.43K

Recent Insider Transactions

DateNameRoleActivityValue
May 11, 2022Talley Mark A.-Buy$7.92K
Jul 29, 2014PORTNOY ADAM-Buy$8.46M
Jul 29, 2014PORTNOY BARRY M-Buy$10.34M
Mar 11, 2013CommonWealth REIT-Sell$250.74M
Aug 15, 2011GILMORE BARBARA D-Buy$2.24K

Insider Transactions Trends

DateBuySell
2024 Q1--
2023 Q4--
2023 Q3--
2023 Q2--
2022 Q3--

OPI Ownership FAQ

Who Owns Office Properties Income Trust?

Office Properties Income Trust shareholders are primarily institutional investors at 48.56%, followed by 2.30% insiders and 49.14% retail investors. The average institutional ownership in Office Properties Income Trust's industry, Office REIT Stocks, is 78.89%, which Office Properties Income Trust falls below.

Who owns the most shares of Office Properties Income Trust?

Office Properties Income Trust’s largest shareholders are Vanguard group (4.81M shares, 9.93%), Castleknight management lp (2.25M shares, 4.64%), and Blackrock (2.24M shares, 4.62%). Together, they hold 19.19% of Office Properties Income Trust’s total shares outstanding.

Does Blackrock own Office Properties Income Trust?

Yes, BlackRock owns 4.62% of Office Properties Income Trust, totaling 2.24M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 4.57M$. In the last quarter, BlackRock decreased its holdings by -2.625M shares, a -53.97% change.

Who is Office Properties Income Trust’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Office Properties Income Trust’s biggest shareholder by percentage of total assets invested, with 0.44% of its assets in 901.82K Office Properties Income Trust shares, valued at 1.84M$.

Who is the top mutual fund holder of Office Properties Income Trust shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Office Properties Income Trust shares, with 3.46% of its total shares outstanding invested in 1.93M Office Properties Income Trust shares.

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