OFFICE PROPERTIES INCOME TRUST - OPITQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 2,744,570 | 902 | 0.0% | 0.0% | 1 | +342,006 | 14.24% | Q3 2025 | Nov 07, 2025 |
| BlackRock, Inc. | History | Added to | 1,135,625 | 373 | 0.0% | 0.0% | 2 | +238,697 | 26.61% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 924,304 | 304 | 0.0% | 0.0% | 3 | +235,489 | 34.19% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 904,327 | 297 | 0.0% | 0.0% | 5 | -500,700 | -35.64% | Q3 2025 | Nov 14, 2025 |
| NBC SECURITIES, INC. | History | Added to | 70,029 | 297 | 0.02% | 0.03% | 4 | +5,176 | 7.98% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Added to | 767,476 | 252 | 0.0% | 0.0% | 6 | +761,685 | 13152.91% | Q3 2025 | Nov 13, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 724,585 | 238 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| RBF Capital, LLC | History | No change | 590,366 | 194 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| IAT REINSURANCE CO LTD. | History | No change | 40,000 | 186 | 0.04% | 0.06% | 9 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Gateway Wealth Partners, LLC | History | New | 544,761 | 179 | 0.02% | — | 10 | +544,761 | New | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 362,740 | 119 | 0.0% | 0.0% | 11 | -425,595 | -53.99% | Q3 2025 | Nov 14, 2025 |
| LITTLEJOHN & CO LLC | History | No change | 230,897 | 76 | 0.04% | 0.03% | 12 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| STATE STREET CORP | History | Reduced | 196,109 | 64 | 0.0% | 0.0% | 13 | -700 | -0.36% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 194,075 | 63 | 0.0% | 0.0% | 14 | -24,183 | -11.08% | Q3 2025 | Nov 26, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 165,212 | 54 | 0.0% | 0.0% | 15 | -200 | -0.12% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Added to | 159,775 | 53 | 0.0% | 0.0% | 16 | +139,478 | 687.19% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Reduced | 153,868 | 50 | 0.0% | 0.0% | 17 | -157,901 | -50.65% | Q3 2025 | Nov 13, 2025 |
| Savvy Advisors, Inc. | History | Reduced | 124,750 | 41 | 0.0% | 0.0% | 18 | -1,750 | -1.38% | Q3 2025 | Nov 06, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 118,200 | 38 | 0.0% | 0.0% | 19 | -745,965 | -86.32% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 107,996 | 35 | 0.0% | 0.0% | 20 | +77,396 | 252.93% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | New | 89,500 | 29 | 0.0% | — | 21 | +89,500 | New | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 90,650 | 29 | 0.0% | 0.0% | 22 | -24,043 | -20.96% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Reduced | 57,519 | 18 | 0.0% | 0.0% | 23 | -33,581 | -36.86% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Reduced | 39,567 | 13 | 0.0% | 0.0% | 24 | -1,218 | -2.99% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | No change | 36,116 | 11 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Reduced | 30,934 | 10 | 0.0% | 0.0% | 27 | -61,708 | -66.61% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 30,835 | 10 | 0.0% | 0.0% | 26 | -29,071 | -48.53% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | New | 25,142 | 8 | 0.0% | — | 28 | +25,142 | New | Q3 2025 | Nov 13, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 19,814 | 6 | 0.0% | 0.0% | 29 | -1 | -0.01% | Q3 2025 | Nov 03, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | New | 25,000 | 5 | 0.0% | — | 30 | +25,000 | New | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 13,059 | 4 | 0.0% | — | 32 | +13,059 | New | Q3 2025 | Nov 19, 2025 |
| Algorithmic Investment Models, LLC | History | New | 12,372 | 4 | 0.0% | — | 33 | +12,372 | New | Q3 2025 | Nov 10, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13,610 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,858 | 3 | 0.0% | 0.0% | 34 | +12,019 | 248.38% | Q3 2025 | Nov 14, 2025 |
| Legacy Financial Advisors, Inc. | History | New | 10,000 | 3 | 0.0% | — | 35 | +10,000 | New | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Reduced | 7,990 | 2 | 0.0% | 0.0% | 36 | -14,947 | -65.17% | Q3 2025 | Mar 31, 2026 |
| Advisory Services Network, LLC | History | New | 3,207 | 1 | 0.0% | — | 38 | +3,207 | New | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | No change | 5,068 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,462,801 | -100.0% | Q2 2025 | Aug 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,596,642 | -100.0% | Q2 2025 | Aug 14, 2025 |
| DELPHI FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -1,399,800 | -100.0% | Q2 2025 | Aug 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -417,027 | -100.0% | Q2 2025 | Aug 14, 2025 |
| WHITEBOX ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -291,197 | -100.0% | Q2 2025 | Aug 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224,501 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122,785 | -100.0% | Q2 2025 | Aug 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -92,441 | -100.0% | Q2 2025 | Aug 14, 2025 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -78,237 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,379 | -100.0% | Q2 2025 | Aug 15, 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -34,637 | -100.0% | Q2 2025 | Aug 11, 2025 |
| KLCM Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,200 | -100.0% | Q2 2025 | Aug 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -14,899 | -100.0% | Q2 2025 | Aug 15, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,228 | -100.0% | Q2 2025 | Aug 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,472 | 0 | — | 0.0% | — | -2,882 | -53.83% | Q3 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -2,833 | -100.0% | Q2 2025 | Aug 07, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | — | — | -804 | -100.0% | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | — | — | -597 | -100.0% | Q2 2025 | Nov 21, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 827 | 0 | — | — | — | -240 | -22.49% | Q3 2025 | Oct 10, 2025 |
| Atlantic Union Bankshares Corp | History | New | 125 | 0 | — | — | — | +125 | New | Q3 2025 | Nov 04, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 22 | 0 | — | — | — | -124 | -84.93% | Q3 2025 | Nov 07, 2025 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2025 | Aug 01, 2025 |
| FMR LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2025 | Nov 13, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 700 | 0 | — | — | — | +12 | 1.74% | Q3 2025 | Nov 13, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 506 | 0 | — | — | — | +8 | 1.61% | Q3 2025 | Nov 19, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,059 | 0 | — | — | — | -1 | -0.09% | Q3 2025 | Nov 13, 2025 |
| Steward Partners Investment Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2025 | Nov 12, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,512 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,200 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| HM PAYSON & CO | History | No change | 160 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 31, 2025 |
| North Star Investment Management Corp. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| CWM, LLC | History | No change | 815 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| NewEdge Advisors, LLC | History | No change | 464 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| Global Retirement Partners, LLC | History | No change | 201 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| TSFG, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| One Wealth Map LLC | History | No change | 18,668 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | No change | 806 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 07, 2025 |
| Farther Finance Advisors, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |