Office Properties Income Trust Ownership | Who Owns Office Properties Income Trust?
Office Properties Income Trust Ownership Summary
Office Properties Income Trust is owned by 26.68% institutional investors, 1.67% insiders, and 71.65% retail investors. Vanguard group is the largest institutional shareholder, holding 9.64% of OPI shares. Invesco KBW Premium Yield Eq REIT ETF is the top mutual fund, with 2.49% of its assets in Office Properties Income Trust shares.
OPI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Office Properties Income Trust | 26.68% | 1.67% | 71.65% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Office REIT Stocks | 83.69% | 5.63% | 10.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.94M | 9.64% | $4.94M |
| D. e. shaw | 3.97M | 7.75% | $3.96M |
| Castleknight management lp | 3.46M | 4.86% | $855.31K |
| Blackrock | 2.24M | 4.62% | $4.57M |
| Delphi financial group | 1.40M | 1.96% | $345.75K |
| Geode capital management | 708.86K | 1.38% | $708.87K |
| Blackrock funding, inc. /de | 896.93K | 1.26% | $221.54K |
| Invesco | 642.74K | 1.26% | $642.61K |
| Householder group estate & retirement specialist | 547.94K | 1.07% | $547.00K |
| State street | 466.20K | 0.96% | $951.05K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Householder group estate & retirement specialist | 547.94K | 0.41% | $547.00K |
| Delphi financial group | 1.40M | 0.24% | $345.75K |
| Littlejohn | 230.90K | 0.03% | $57.03K |
| Castleknight management lp | 3.46M | 0.02% | $855.31K |
| Rbf capital | 590.37K | 0.01% | $145.82K |
| Two sigma securities | 114.69K | 0.00% | $28.33K |
| D. e. shaw | 3.97M | 0.00% | $3.96M |
| H&h retirement design & management | 18.67K | 0.00% | $4.58K |
| Savvy advisors | 126.50K | 0.00% | $31.25K |
| Whitebox advisors | 291.20K | 0.00% | $71.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 3.97M | 0.00% | 2.64M |
| Delphi financial group | 1.40M | 0.24% | 1.40M |
| Hrt financial lp | 417.03K | 0.00% | 417.03K |
| Vanguard group | 4.94M | 0.00% | 187.28K |
| Ubs group | 151.00K | - | 132.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Msd partners | - | - | -5.05M |
| Blackrock | 2.24M | 0.00% | -2.63M |
| Readystate asset management lp | - | - | -2.13M |
| Pacific ridge capital partners | - | - | -1.87M |
| Foursixthree capital lp | - | - | -1.58M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Delphi financial group | 1.40M | 0.24% | 1.40M | $345.75K |
| Hrt financial lp | 417.03K | 0.00% | 417.03K | $103.00K |
| Savvy advisors | 126.50K | 0.00% | 126.50K | $31.25K |
| Toroso investments | 30.09K | 0.00% | 30.09K | $30.08K |
| Virtu financial | 11.95K | 0.00% | 11.95K | $12.00K |
Sold Out
| Holder | Change |
|---|---|
| Oregon public employees retirement fund | -1.00 |
| Dunhill financial | -3.00 |
| Ronald blue trust | -3.00 |
| Zions bancorporation, national association /ut/ | -7.00 |
| Fifth third bancorp | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 64 | -31.18% | 19,016,914 | -32.88% | 26 | 1.59% | 28 | -6.67% | 20 | -33.33% |
| Mar 31, 2025 | 93 | -16.22% | 28,331,621 | -19.62% | 40 | 0.88% | 32 | -38.46% | 28 | - |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| 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 | 1.61M | 2.17% | -35.10K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 835.47K | 1.57% | 835.47K |
| Adara Smaller Companies | 717.71K | 1.03% | - |
| Vanguard Real Estate Index Investor | 689.08K | 0.97% | -1.45M |
| Vanguard Institutional Extnd Mkt Idx Tr | 714.62K | 0.97% | -29.07K |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | 643.16K | 0.92% | - |
| Schwab Fundamental U.S. Small CompanyETF | 431.31K | 0.62% | - |
| iShares U.S. Small-Cap Eq Fac ETF | 415.60K | 0.59% | - |
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
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