Integrated Wealth Concepts LLC
Position in OPI — Office Properties Income Trust
CIK 1737109
WALTHAM, MA
Position in OPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$85
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 33 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Office
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $4,078,132 across 18 REIT - Office names. OPI ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
48,771 | $1,916,700 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
20,732 | $1,095,686 | |
| 3 | BXP |
BXP, Inc.
|
2,946 | $195,349 | |
| 4 | CUZ |
Cousins Properties Inc
|
5,885 | $176,432 | |
| 5 | FSP |
Franklin Street Properties Corp /Ma/
|
296,214 | $154,031 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
7,810 | $118,633 | |
| 7 | KRC |
Kilroy Realty Corp
|
2,809 | $105,253 | |
| 8 | DEI |
Douglas Emmett Inc
|
6,168 | $72,782 |
All Filings in OPI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85 | 5 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||