Office Properties Income TruOPITQ
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 111 institutions reported holding Office Properties Income Tru (OPITQ) in their 13F filings, down 6 from Q3 2024. 14 opened new positions and 26 sold out. The largest holders were MSD Partners, L.P. ($5.1M), Vanguard Group Inc. ($4.9M) and D. E. Shaw & Co. ($4.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Office Properties Income Tru
- CUSIP
- 67623C109
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.0M |
| Exits | 26 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 14,229,162 shares bought and 5,711,564 shares sold, net +8,517,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| MSD Partners, L.P. | 3.55% | New | 5,052,548 | $5.1M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 4,936,384 | $4.9M |
| D. E. Shaw & Co. | 0.00% | Add +198.4% | 3,965,620 | $4.0M |
| CastleKnight Management LP | 0.39% | Add +48.6% | 3,309,732 | $3.3M |
| Readystate Asset Management LP | 0.16% | New | 2,126,241 | $2.1M |
| Pacific Ridge Capital Partners, LLC | 0.43% | Add +50.5% | 1,866,238 | $1.9M |
| Foursixthree Capital LP | 1.38% | — | 1,578,701 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -27.5% | 1,365,327 | $1.4M |
| Marshall Wace, LLP | 0.00% | Add +137.8% | 841,993 | $842K |
| Geode Capital Management, LLC | 0.00% | Add +8.3% | 708,862 | $709K |
| Invesco Ltd. | 0.00% | Reduce -63.5% | 642,739 | $643K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +6.5% | 593,233 | $593K |
| RBF Capital, LLC | 0.03% | No change | 590,366 | $590K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -48.0% | 548,817 | $549K |
| Householder Group Estate & Retirement Specialist, LLC | 0.41% | Reduce -1.5% | 547,941 | $547K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -12.7% | 533,157 | $533K |
| Kore Advisors LP | 0.33% | New | 391,827 | $392K |
| Susquehanna International Group, LLP | 0.00% | Add +38.4% | 373,511 | $373K |
| Aryeh Capital Management Ltd. | 0.22% | New | 364,368 | $364K |
| Jane Street Group, LLC | 0.00% | Add +5.6% | 360,790 | $361K |
| Two Sigma Investments, LP | 0.00% | Add +39.3% | 307,900 | $308K |
| Two Sigma Advisers, LP | 0.00% | Reduce -8.7% | 294,127 | $294K |
| Whitebox Advisors LLC | 0.05% | Add +84.7% | 291,197 | $291K |
| Cambria Investment Management, L.P. | 0.02% | Add +145.3% | 286,679 | $287K |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.8% | 265,825 | $266K |
| LSV Asset Management | 0.00% | Reduce -51.6% | 264,915 | $265K |
| Millennium Management | 0.00% | Reduce -37.8% | 241,182 | $241K |
| Littlejohn & Co. LLC | 0.12% | Add +154.0% | 230,897 | $231K |
| State Street Corp. | 0.00% | Add +6.3% | 200,108 | $200K |
| AQR Capital Management | 0.00% | Reduce -77.7% | 198,170 | $198K |
| Aristeia Capital, L.L.C. | 0.01% | Reduce -49.0% | 156,116 | $156K |
| Susquehanna Fundamental Investments, LLC | 0.00% | — | 155,694 | $156K |
| UBS Group AG | 0.00% | Add +730.5% | 151,003 | $151K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.4% | 130,059 | $130K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +1172.0% | 122,116 | $122K |
| Northern Trust Corp. | 0.00% | Add +6.3% | 110,763 | $111K |
| Barclays PLC | 0.00% | Add +20.6% | 100,361 | $100K |
| Morgan Stanley | 0.00% | Reduce -39.8% | 85,628 | $86K |
| FMR LLC | 0.00% | Add +169.9% | 74,166 | $74K |
| Asset Management One Co., Ltd. | 0.00% | No change | 71,394 | $71K |
| Quadrature Capital Ltd | 0.00% | Add +122.4% | 66,713 | $67K |
| Two Sigma Securities, LLC | 0.01% | Add +10.2% | 63,380 | $63K |
| Engineers Gate Manager LP | 0.00% | Add +35.3% | 55,880 | $56K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 54,495 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 51,800 | $52K |
| T. Rowe Price Associates Inc. | 0.00% | Add +40.8% | 51,041 | $51K |
| Tiptree Advisors, LLC | 0.05% | — | 48,770 | $49K |
| Kestra Advisory Services, LLC | 0.00% | New | 42,912 | $43K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +57.2% | 42,017 | $42K |
| LPL Financial LLC | 0.00% | Add +11.7% | 37,535 | $38K |
| Smith Asset Management Co., LLC | 0.03% | — | 35,180 | $35K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 31,375 | $31K |
| Tidal Investments LLC | 0.00% | New | 30,086 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Add +38.7% | 20,497 | $20K |
| Gsa Capital Partners LLP | 0.00% | Reduce -93.7% | 20,230 | $20K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 19,972 | $20K |
| One Wealth Map LLC | 0.01% | No change | 18,668 | $16K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -31.2% | 15,810 | $16K |
| Daiwa Securities Group Inc. | 0.00% | No change | 14,296 | $14K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.7% | 13,610 | $14K |
| Virtu Financial LLC | 0.00% | New | 11,954 | $12K |
| Bank of America Corp. | 0.00% | Add +192.4% | 11,212 | $11K |
| HSBC Holdings PLC | 0.00% | No change | 11,080 | $11K |
| Legacy Financial Advisors, Inc. | 0.00% | No change | 10,000 | $10K |
| EMC Capital Management | 0.01% | Add +4.5% | 9,104 | $9K |
| Simplex Trading, LLC | 0.00% | New | 9,955 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.7% | 8,333 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +4.9% | 7,535 | $8K |
| Rhumbline Advisers | 0.00% | No change | 4,258 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,895 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -19.3% | 3,762 | $4K |
| Allworth Financial LP | 0.00% | No change | 2,833 | $3K |
| Federated Hermes, Inc. | 0.00% | Reduce -55.9% | 1,910 | $2K |
| MetLife Investment Management, LLC | 0.00% | Add +7.3% | 1,637 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -38.7% | 1,360 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 1,200 | $1K |
| Clearstead Advisors, LLC | 0.00% | Add +0.8% | 1,016 | $1K |
| Cwm, LLC | 0.00% | Reduce -10.9% | 815 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Add +111.1% | 950 | $950 |
| Sound Income Strategies, LLC | 0.00% | No change | 879 | $879 |
| Main Street Group, LTD | 0.00% | Reduce -35.5% | 806 | $806 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 331 | $735 |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.3% | 729 | $729 |
| American National Bank & Trust | 0.00% | New | 690 | $690 |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 498 | $495 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 502 | $480 |
| CGC Financial Services, LLC | 0.00% | No change | 461 | $461 |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 443 | $443 |
| Huntington National Bank | 0.00% | New | 400 | $400 |
| Jones Financial Companies LLLP | 0.00% | New | 400 | $400 |
| Transce3nd, LLC | 0.00% | — | 327 | $327 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 248 | $248 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 244 | $244 |
| Global Retirement Partners, LLC | 0.00% | No change | 201 | $201 |
| North Star Investment Management Corp. | 0.00% | Reduce -63.6% | 200 | $200 |
| CENTRAL TRUST Co | 0.00% | New | 163 | $163 |
| HM Payson & Co. | 0.00% | No change | 160 | $160 |
| Versant Capital Management, Inc | 0.00% | No change | 159 | $159 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -59.3% | 144 | $144 |
| Citigroup Inc. | 0.00% | Reduce -99.9% | 115 | $115 |
| Menard Financial Group LLC | 0.00% | New | 55 | $55 |
| Capital A Wealth Management, LLC | 0.00% | — | 50 | $50 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 31 | $30 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 25 | $25 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 21 | $21 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $4 |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 1 | $1 |
| Royal Bank of Canada | 0.00% | Reduce -94.9% | 675 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 197 | $0 |
| Tsfg, LLC | 0.00% | Reduce -97.7% | 1 | $0 |
| Hemington Wealth Management | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is OPITQ's weight in each manager's 13F, not the share of Office Properties Income Tru the manager owns.