Office Properties Income Trust Ownership | Who Owns Office Properties Income Trust?
Office Properties Income Trust Ownership Summary
Office Properties Income Trust is owned by 56.18% institutional investors, 2.30% insiders, and 41.52% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Office Properties Income Trust | 56.18% | 2.30% | 41.52% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Office REIT Stocks | 74.74% | 3.81% | 21.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.81M | 9.93% | $9.81M |
| Castleknight management lp | 2.25M | 4.64% | $4.59M |
| Blackrock | 2.24M | 4.62% | $4.57M |
| Charles schwab investment management | 1.81M | 3.74% | $3.69M |
| Aqr capital management | 1.48M | 3.05% | $3.02M |
| Invesco | 1.29M | 2.67% | $2.64M |
| D. e. shaw | 1.26M | 2.59% | $2.56M |
| Lsv asset management | 1.12M | 2.32% | $2.29M |
| Pacific ridge capital partners | 901.82K | 1.86% | $1.84M |
| Goldman sachs group | 676.07K | 1.39% | $1.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 901.82K | 0.44% | $1.84M |
| Householder group estate & retirement specialist | 552.45K | 0.32% | $1.13M |
| Castleknight management lp | 2.25M | 0.23% | $4.59M |
| Privium fund management b.v. | 202.00K | 0.10% | $391.88K |
| Rbf capital | 507.49K | 0.06% | $1.04M |
| H&h retirement design & management | 18.67K | 0.03% | $51.71K |
| Point72 asia (singapore) pte. | 71.12K | 0.03% | $145.08K |
| Emc capital management | 9.10K | 0.01% | $19.00K |
| Whitebox advisors | 157.65K | 0.01% | $321.60K |
| Susquehanna fundamental investments | 141.73K | 0.01% | $289.12K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 2.25M | 0.23% | 1.48M |
| Millennium management | 641.22K | 0.00% | 610.12K |
| Rbf capital | 507.49K | 0.06% | 507.49K |
| D. e. shaw | 1.26M | 0.00% | 442.63K |
| Goldman sachs group | 676.07K | 0.00% | 271.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 2.24M | 0.00% | -2.63M |
| Mirae asset global investments | - | - | -1.33M |
| Prudential financial | - | - | -1.07M |
| Charles schwab investment management | 1.81M | 0.00% | -822.50K |
| State street | 466.20K | - | -793.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rbf capital | 507.49K | 0.06% | 507.49K | $1.04M |
| Whitebox advisors | 157.65K | 0.01% | 157.65K | $321.60K |
| Marshall wace, llp | 78.95K | 0.00% | 78.95K | $161.07K |
| Point72 asia (singapore) pte. | 71.12K | 0.03% | 71.12K | $145.08K |
| Two sigma securities | 21.27K | 0.00% | 21.27K | $43.38K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 185 | -4.64% | 33,791,189 | -8.12% | 69 | 1.21% | 83 | -8.79% | 60 | 3.45% |
| Jun 30, 2023 | 194 | - | 36,777,500 | -3.81% | 76 | 1.22% | 91 | 13.75% | 58 | -10.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 1.93M | 3.46% | 912.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.64M | 2.94% | - |
| Invesco KBW Premium Yield Eq REIT ETF | 1.17M | 2.09% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 835.47K | 1.57% | 835.47K |
| Schwab Fundamental U.S. Small CompanyETF | 846.84K | 1.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 743.69K | 1.33% | - |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | 647.46K | 1.16% | - |
| Adara Smaller Companies | 466.05K | 0.84% | -5.55K |
| Vanguard Real Estate II Index | 314.54K | 0.56% | - |
| Fidelity Extended Market Index | 299.63K | 0.54% | 43.43K |
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 | - | - |
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