OPI · Office Properties Income Trust · Holdings

$15.79 +0.43 (+2.80%) At close · Oct 2

Market Cap

$364.43M

21.95M

Volume · Oct 2 102.52K Avg daily vol (3M) 359.74K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 35

Total Value: $320,809,924

Total Shares: 18,871,172

Institutional Ownership Trend

26 quarters

Superinvestors Holding OPI

All superinvestors →

Howard Marks $184,467

Holder Concentration

Across 35 13F filers

Top Holder

29.4%

of institutional value

Top 5

74.7%

of institutional value

Top 10

91.7%

of institutional value

HHI

1,638

Moderately concentrated

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +34

Institutional value: —

Shares held: +47077.9%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small IAT REINSURANCE CO LTD.	−37,168	2,832

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Helix Partners Management LP	5,551,715	$94,379,155
Small REDWOOD CAPITAL MANAGEMENT, LLC	4,327,521	$73,567,857
Mid WHITEBOX ADVISORS LLC	1,748,605	$29,726,285
Mid Liberty Mutual Group Asset Management Inc.	1,311,341	$22,292,797
Small VALUEWORKS LLC	1,162,310	$19,759,270

Top Sold-Out Positions

vs Mar 31, 2026

No fully closed positions this quarter.

Filter: New 34 Increased 0 Reduced 1 Sold out 0 Unchanged 0

Showing 35 of 35

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Helix Partners Management LP

$94,379,155

29.42%

5,551,715

REDWOOD CAPITAL MANAGEMENT, LLC

$73,567,857

22.93%

4,327,521

WHITEBOX ADVISORS LLC

$29,726,285

9.27%

1,748,605

Liberty Mutual Group Asset Management Inc.

$22,292,797

6.95%

1,311,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Liberty Mutual Insurance Company	379,055	$6,443,935	28.9%	Defined
PEERLESS INSURANCE COMPANY	404,928	$6,883,776	30.9%	Defined
Held directly	527,358	$8,965,086	40.2%	Defined

VALUEWORKS LLC

$19,759,270

6.16%

1,162,310

ExodusPoint Capital Management, LP

$18,325,983

5.71%

1,077,999

Cygnus Capital Advisors, LLC

$12,593,651

3.93%

740,803

Apollo Management Holdings, L.P.

$8,785,668

2.74%

516,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Apollo Capital Management, L.P.	516,804	$8,785,668	100.0%	Defined

JANE STREET GROUP, LLC

$7,795,520

2.43%

458,560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	456,905	$7,767,385	99.6%	Defined
Jane Street Global Trading, LLC	1,655	$28,135	0.4%	Defined

BARCLAYS PLC

$7,087,657

2.21%

416,921

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	416,921	$7,087,657	100.0%	Defined

LITTLEJOHN & CO LLC

$5,558,677

1.73%

326,981

AVIVA PLC

$3,999,573

1.25%

235,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AVIVA INVESTORS GLOBAL SERVICES LTD	235,269	$3,999,573	100.0%	Defined

Nuveen, LLC

$3,578,194

1.12%

210,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	210,482	$3,578,194	100.0%	Defined

MACKENZIE FINANCIAL CORP

$3,292,101

1.03%

193,653

Brevan Howard Capital Management LP

$2,114,681

0.66%

124,393

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard Investment Products Ltd	124,393	$2,114,681	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$2,023,136

0.63%

119,008

Invesco Ltd.

$1,928,718

0.60%

113,454

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	113,454	$1,928,718	100.0%	Defined

AEGON USA Investment Management, LLC

$970,921

0.30%

57,113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRANSAMERICA CORP	57,113	$970,921	100.0%	Defined

Marnell Management LLC

$865,164

0.27%

50,892

INFRASTRUCTURE CAPITAL ADVISORS, LLC

$779,688

0.24%

45,864

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisers, LLC	45,864	$779,688	100.0%	Other

LPL Financial LLC

$287,028

0.09%

16,884

CITADEL ADVISORS LLC

$217,056

0.07%

12,768

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	12,768	$217,056	100.0%	Defined

BANK OF MONTREAL /CAN/

$207,995

0.06%

12,235

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Asset Management Inc.	12,235	$207,995	100.0%	Defined

OAKTREE CAPITAL MANAGEMENT LP

$184,467

0.06%

10,851

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROOKFIELD Corp /ON/ joint	10,851	$184,467	100.0%	Defined

MSD Partners, L.P.

$182,019

0.06%

10,707

Qube Research & Technologies Ltd

$172,040

0.05%

10,120

MORGAN STANLEY

$66,283

0.02%

3,899

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3,431	$58,327	88.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	468	$7,956	12.0%	Defined

IAT REINSURANCE CO LTD.

$48,144

0.02%

2,832

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acceptance Casualty Insurance Company joint	2,832	$48,144	100.0%	Defined

OSAIC HOLDINGS, INC.

$7,956

0.00%

468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	468	$7,956	100.0%	Defined

UBS Group AG

$7,939

0.00%

467

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	127	$2,159	27.2%	Defined
UBS Securities LLC	340	$5,780	72.8%	Defined

IMA Advisory Services, Inc.

$1,683

0.00%

WELLS FARGO & COMPANY/MN

$1,462

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	86	$1,462	100.0%	Defined

IFP Advisors, Inc

$901

0.00%

ROYAL BANK OF CANADA

$170

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	10	$170	100.0%	Defined

CKW FINANCIAL GROUP

$85

0.00%

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