Office Properties Income TruOPITQ

13F holders, Q1 2025 (March 31)
95holders −16
14new positions
28sold out
3famous investors
$0.46avg. 13F price*

At the end of Q1 2025, 95 institutions reported holding Office Properties Income Tru (OPITQ) in their 13F filings, down 16 from Q4 2024. 14 opened new positions and 28 sold out. The largest holders were MSD Partners, L.P. ($2.3M), Vanguard Group Inc. ($2.3M) and D. E. Shaw & Co. ($1.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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

050100150 Q1 2024: 134Q1 2024Q2 2024: 135Q2 2024Q3 2024: 117Q3 2024Q4 2024: 111Q4 2024Q1 2025: 95Q1 2025Q2 2025: 68Q2 2025Q3 2025: 59Q3 2025Q4 2025: 5Q4 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$324K
Exits28$6.1M

All 13F filers, Q4 2024 → Q1 2025: 1,874,441 shares bought and 8,274,653 shares sold, net −6,400,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

MSD Partners, L.P. 1.71% No change 5,052,548 $2.3M
Vanguard Group Inc. 0.00% Add +2.1% 5,038,960 $2.3M
D. E. Shaw & Co. 0.00% Reduce -3.8% 3,814,512 $1.7M
CastleKnight Management LP 0.18% Add +4.6% 3,462,801 $1.6M
Readystate Asset Management LP 0.09% No change 2,126,241 $970K
BlackRock, Inc. 0.00% Add +14.2% 1,558,531 $711K
Geode Capital Management, LLC 0.00% Add +25.5% 889,908 $406K
RBF Capital, LLC 0.02% No change 590,366 $269K
Invesco Ltd. 0.00% Reduce -23.8% 489,962 $223K
Dimensional Fund Advisors LP 0.00% Reduce -13.8% 459,724 $210K
JPMorgan Chase & Co. 0.00% Add +52.8% 406,242 $185K
Aristeia Capital, L.L.C. 0.01% Add +130.6% 360,014 $164K
Citadel Advisors 0.00% New 298,982 $136K
Whitebox Advisors LLC 0.01% No change 291,197 $133K
Marshall Wace, LLP 0.00% Reduce -68.3% 266,774 $123K
LSV Asset Management 0.00% Reduce -2.0% 259,515 $118K
Littlejohn & Co. LLC 0.05% No change 230,897 $105K
Two Sigma Advisers, LP 0.00% Reduce -30.5% 204,427 $93K
Two Sigma Investments, LP 0.00% Reduce -34.4% 201,864 $92K
UBS Group AG 0.00% Add +31.7% 198,868 $91K
State Street Corp. 0.00% Reduce -1.6% 197,008 $90K
Jane Street Group, LLC 0.00% Reduce -51.1% 176,447 $80K
Northern Trust Corp. 0.00% Add +51.5% 167,789 $77K
Qube Research & Technologies Ltd 0.00% New 151,708 $69K
Susquehanna International Group, LLP 0.00% Reduce -70.8% 109,015 $50K
T. Rowe Price Associates Inc. 0.00% Add +81.1% 92,441 $43K
FMR LLC 0.00% Add +18.2% 87,640 $40K
Susquehanna Fundamental Investments, LLC 0.00% Reduce -48.8% 79,675 $36K
Morgan Stanley 0.00% Reduce -11.8% 75,555 $34K
Asset Management One Co., Ltd. 0.00% No change 71,394 $33K
SG Americas Securities, LLC 0.00% New 62,633 $29K
Vanguard Personalized Indexing Management, LLC 0.00% Add +41.9% 59,619 $27K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 54,495 $25K
Nomura Asset Management Co. Ltd. 0.00% No change 51,800 $24K
Tiptree Advisors, LLC 0.02% No change 48,770 $22K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 44,519 $20K
XTX Topco Ltd 0.00% New 42,763 $20K
Engineers Gate Manager LP 0.00% Reduce -34.0% 36,881 $17K
LPL Financial LLC 0.00% Reduce -2.2% 36,722 $17K
Kestra Advisory Services, LLC 0.00% Reduce -17.3% 35,484 $16K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 34,637 $16K
Smith Asset Management Co., LLC 0.01% Reduce -3.5% 33,954 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 31,375 $14K
Tidal Investments LLC 0.00% No change 30,086 $14K
Barclays PLC 0.00% Reduce -71.7% 28,425 $13K
KLCM Advisors, Inc. 0.00% New 27,900 $13K
Millennium Management 0.00% Reduce -89.5% 25,403 $12K
Virtu Financial LLC 0.00% Add +94.2% 23,219 $11K
Resona Asset Management Co.,Ltd. 0.00% No change 19,972 $10K
Daiwa Securities Group Inc. 0.00% No change 14,296 $7K
Hudson Bay Capital Management LP 0.00% New 15,260 $7K
Goldman Sachs Group Inc. 0.00% Reduce -88.5% 14,929 $7K
Two Sigma Securities, LLC 0.00% Reduce -77.0% 14,612 $7K
One Wealth Map LLC 0.00% No change 18,668 $6K
Nisa Investment Advisors, LLC 0.00% No change 13,610 $6K
HBK Sorce Advisory LLC 0.00% New 11,989 $5K
HSBC Holdings PLC 0.00% No change 11,080 $5K
Callan Capital, LLC 0.00% New 11,000 $5K
Capital Investment Advisors, LLC 0.00% Reduce -36.1% 10,095 $5K
Legacy Financial Advisors, Inc. 0.00% No change 10,000 $5K
EMC Capital Management 0.00% No change 9,104 $4K
Bank of America Corp. 0.00% Reduce -30.2% 7,825 $4K
Coldstream Capital Management Inc. 0.00% New 6,557 $3K
Osaic Holdings, Inc. 0.00% Reduce -42.1% 4,364 $2K
Caldwell Sutter Capital, Inc. 0.00% Reduce -13.3% 3,262 $1K
Allworth Financial LP 0.00% No change 2,833 $1K
Rise Advisors, LLC 0.00% New 2,284 $1K
MetLife Investment Management, LLC 0.00% Add +21.8% 1,994 $909
Harbour Investments, Inc. 0.00% No change 1,200 $547
Wells Fargo & Company 0.00% Reduce -22.1% 1,059 $483
Clearstead Advisors, LLC 0.00% Add +1.2% 1,028 $469
Sound Income Strategies, LLC 0.00% No change 879 $401
Main Street Group, LTD 0.00% No change 806 $368
BNP Paribas Financial Markets 0.00% Reduce -24.0% 554 $253
Glass Jacobson Investment Advisors llc 0.00% No change 248 $248
Sunbelt Securities, Inc. 0.00% Add +0.4% 500 $228
CGC Financial Services, LLC 0.00% No change 461 $210
NewEdge Advisors, LLC 0.00% Add +1.1% 448 $204
Jones Financial Companies LLLP 0.00% Reduce -30.8% 277 $133
North Star Investment Management Corp. 0.00% No change 200 $91
HM Payson & Co. 0.00% No change 160 $73
Versant Capital Management, Inc 0.00% No change 159 $73
Farther Finance Advisors, LLC 0.00% Reduce -44.4% 80 $36
Capital A Wealth Management, LLC 0.00% No change 50 $23
Whittier Trust Co. of Nevada Inc. 0.00% No change 31 $13
Boyd Watterson Asset Management LLC 0.00% No change 25 $11
PNC Financial Services Group, Inc. 0.00% New 17 $8
Northwestern Mutual Wealth Management Co. 0.00% New 11 $5
Zions Bancorporation, National Association 0.00% — 7 $3
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $1
Royal Bank of Canada 0.00% Add +142.5% 1,637 $0
Oregon Public Employees Retirement Fund 0.00% No change 1 $0
Cwm, LLC 0.00% No change 815 $0
Tsfg, LLC 0.00% Add +100.0% 2 $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.