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

OverviewForecastRevenueFinancialsChartTranscripts

Office Properties Income Trust Ownership Summary

Office Properties Income Trust is owned by 40.91% institutional investors, 1.75% insiders, and 57.35% retail investors. Msd partners is the largest institutional shareholder, holding 9.87% of OPI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.02% of its assets in Office Properties Income Trust shares.

OPI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOffice Properties Income Trust40.91%1.75%57.35%
SectorReal Estate Stocks 46.97%8.43%44.59%
IndustryOffice REIT Stocks45.75%3.11%51.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Msd partners5.05M9.87%$5.05M
Vanguard group4.94M9.64%$4.94M
D. e. shaw3.97M7.75%$3.96M
Castleknight management lp3.31M6.46%$3.31M
Blackrock2.24M4.62%$4.57M
Readystate asset management lp2.13M4.15%$2.13M
Blackrock funding, inc. /de1.37M2.67%$1.37M
Marshall wace, llp841.99K1.64%$841.99K
Geode capital management708.86K1.38%$708.87K
Invesco642.74K1.26%$642.61K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Msd partners5.05M3.55%$5.05M
Householder group estate & retirement specialist547.94K0.41%$547.00K
Castleknight management lp3.31M0.10%$3.31M
Readystate asset management lp2.13M0.07%$2.13M
H&h retirement design & management18.67K0.03%$51.71K
Rbf capital590.37K0.03%$590.25K
Whitebox advisors291.20K0.01%$291.14K
Two sigma securities63.38K0.01%$63.37K
Aristeia capital156.12K0.01%$156.09K
Emc capital management9.10K0.01%$9.00K

Top Buyers

HolderShares% AssetsChange
Msd partners5.05M3.55%5.05M
D. e. shaw3.97M0.00%2.64M
Readystate asset management lp2.13M0.07%2.13M
Castleknight management lp3.31M0.10%1.08M
Marshall wace, llp841.99K0.00%487.96K

Top Sellers

HolderShares% AssetsChange
Blackrock2.24M0.00%-2.63M
Pacific ridge capital partners---1.87M
Foursixthree capital lp---1.58M
Mirae asset global investments---1.33M
Invesco642.74K0.00%-1.12M

New Positions

HolderShares% AssetsChangeValue
Msd partners5.05M3.55%5.05M$5.05M
Readystate asset management lp2.13M0.07%2.13M$2.13M
Susquehanna fundamental investments155.69K0.00%155.69K$155.66K
Toroso investments30.09K0.00%30.09K$30.08K
Virtu financial11.95K0.00%11.95K$12.00K

Sold Out

HolderChange
Oregon public employees retirement fund-1.00
Ronald blue trust-3.00
Fifth third bancorp-9.00
Rosenberg matthew hamilton-12.00
Nelson, van denburg & campbell wealth management group-14.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202593-16.22%28,331,621-19.62%400.88%32-38.46%28-
Dec 31, 202440-66.67%8,578,673-65.49%160.71%12-70.00%12-72.73%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.14M3.02%-32.15K
Invesco KBW Premium Yield Eq REIT ETF1.21M2.49%-
Vanguard US Total Market Shares ETF1.64M2.35%-
Vanguard Total Stock Mkt Idx Inv1.64M2.31%-
Pacific Ridge Capital Ptnrs Micro Cp Val835.47K1.57%835.47K
Vanguard Institutional Extnd Mkt Idx Tr743.69K1.05%-
Adara Smaller Companies717.71K1.03%-
Invesco FTSE RAFI US 1500 Small-Mid ETF643.16K0.92%-
Invesco RAFI US 1500 Small-Mid ETF466.10K0.66%-
Schwab Fundamental U.S. Small CompanyETF431.31K0.62%-

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 40.91%, followed by 1.75% insiders and 57.34% retail investors. The average institutional ownership in Office Properties Income Trust's industry, Office REIT Stocks, is 45.75%, 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 Msd partners (5.05M shares, 9.87%), Vanguard group (4.94M shares, 9.64%), and D. e. shaw (3.97M shares, 7.75%). Together, they hold 27.26% 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?

Msd partners is Office Properties Income Trust’s biggest shareholder by percentage of total assets invested, with 3.55% of its assets in 5.05M Office Properties Income Trust shares, valued at 5.05M$.

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 3.02% of its total shares outstanding invested in 2.14M Office Properties Income Trust shares.

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