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Office Properties Income TRU (OPITQ)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CreativeOne Wealth, LLC
INCREASED
Shares65,142 from 25,142
Change+40,000 (+159%)
Value$834 (-$7.4K)
Filed 2026-02-13
Simplex Trading, LLC
NEW
Shares45,465
Change+45,465
Value$581
Filed 2026-02-11
XTX Topco Ltd
INCREASED
Shares34,632 from 30,934
Change+3,698 (+12%)
Value$443 (-$9.7K)
Filed 2026-02-17
Nisa Investment Advisors, LLC
DECREASED
Shares8,000 from 13,610
Change-5,610 (-41%)
Value$102 (-$4.4K)
Filed 2026-01-15
Barclays PLC
UNCHANGED
Shares7,990 from 7,990
Change0 (0%)
Value$103 (-$2.5K)
Filed 2026-02-13
Vanguard Group Inc
CLOSED
Shares0 from 2,744,570
Change-2,744,570 (-100%)
Value$0 (-$903.0K)
Filed 2026-01-29
BlackRock, Inc.
CLOSED
Shares0 from 1,135,625
Change-1,135,625 (-100%)
Value$0 (-$373.8K)
Filed 2026-02-12
Two Sigma Advisers, LP
CLOSED
Shares0 from 904,327
Change-904,327 (-100%)
Value$0 (-$297.7K)
Filed 2026-02-17
Jane Street Group, LLC
CLOSED
Shares0 from 889,004
Change-889,004 (-100%)
Value$0 (-$292.7K)
Filed 2026-02-12
UBS Group AG
CLOSED
Shares0 from 767,476
Change-767,476 (-100%)
Value$0 (-$252.5K)
Filed 2026-01-29
Geode Capital Management, LLC
CLOSED
Shares0 from 724,585
Change-724,585 (-100%)
Value$0 (-$238.6K)
Filed 2026-02-09
RBF Capital, LLC
CLOSED
Shares0 from 590,366
Change-590,366 (-100%)
Value$0 (-$194.3K)
Filed 2026-02-17
Gateway Wealth Partners, LLC
CLOSED
Shares0 from 544,761
Change-544,761 (-100%)
Value$0 (-$179.3K)
Filed 2026-02-11
Two Sigma Investments, LP
CLOSED
Shares0 from 362,740
Change-362,740 (-100%)
Value$0 (-$119.4K)
Filed 2026-02-17
Littlejohn & Co LLC
CLOSED
Shares0 from 230,897
Change-230,897 (-100%)
Value$0 (-$76.0K)
Filed 2026-02-11
State Street Corp
CLOSED
Shares0 from 196,109
Change-196,109 (-100%)
Value$0 (-$64.6K)
Filed 2026-02-13
JPMorgan Chase & Co
CLOSED
Shares0 from 194,075
Change-194,075 (-100%)
Value$0 (-$63.9K)
Filed 2026-02-11
Northern Trust Corp
CLOSED
Shares0 from 165,212
Change-165,212 (-100%)
Value$0 (-$54.4K)
Filed 2026-02-17
Virtu Financial LLC
CLOSED
Shares0 from 159,775
Change-159,775 (-100%)
Value$0 (-$53)
Filed 2026-02-23
Invesco Ltd.
CLOSED
Shares0 from 153,868
Change-153,868 (-100%)
Value$0 (-$50.7K)
Filed 2026-07-15
Savvy Advisors, Inc.
CLOSED
Shares0 from 124,750
Change-124,750 (-100%)
Value$0 (-$41.1K)
Filed 2026-01-20
Two Sigma Securities, LLC
CLOSED
Shares0 from 90,650
Change-90,650 (-100%)
Value$0 (-$29.8K)
Filed 2026-02-17
Morgan Stanley
CLOSED
Shares0 from 57,519
Change-57,519 (-100%)
Value$0 (-$18.9K)
Filed 2026-05-27
LPL Financial LLC
CLOSED
Shares0 from 39,567
Change-39,567 (-100%)
Value$0 (-$13.0K)
Filed 2026-02-11
Engineers Gate Manager LP
CLOSED
Shares0 from 36,116
Change-36,116 (-100%)
Value$0 (-$11.9K)
Filed 2026-02-17
Qube Research & Technologies Ltd
CLOSED
Shares0 from 30,835
Change-30,835 (-100%)
Value$0 (-$10.2K)
Filed 2026-02-17
Susquehanna International Group, LLP
CLOSED
Shares0 from 30,096
Change-30,096 (-100%)
Value$0 (-$9.9K)
Filed 2026-02-17
Bank of New York Mellon Corp
CLOSED
Shares0 from 19,814
Change-19,814 (-100%)
Value$0 (-$6.5K)
Filed 2026-02-10
One Wealth Map LLC
CLOSED
Shares0 from 18,668
Change-18,668 (-100%)
Value$0 (-$373)
Filed 2026-02-04
Osaic Holdings, Inc.
CLOSED
Shares0 from 16,858
Change-16,858 (-100%)
Value$0 (-$3.8K)
Filed 2026-02-17
Coldstream Capital Management Inc
CLOSED
Shares0 from 13,059
Change-13,059 (-100%)
Value$0 (-$4.3K)
Filed 2026-02-09
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 12,372
Change-12,372 (-100%)
Value$0 (-$4.1K)
Filed 2026-02-10
Royal Bank of Canada
CLOSED
Shares0 from 10,330
Change-10,330 (-100%)
Value$0 (-$3.0K)
Filed 2026-02-17
Legacy Financial Advisors, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.3K)
Filed 2026-02-04
Clearstead Advisors, LLC
CLOSED
Shares0 from 5,068
Change-5,068 (-100%)
Value$0 (-$1.7K)
Filed 2026-02-09
Advisory Services Network, LLC
CLOSED
Shares0 from 3,207
Change-3,207 (-100%)
Value$0 (-$1.1K)
Filed 2026-02-17
Allworth Financial LP
CLOSED
Shares0 from 2,833
Change-2,833 (-100%)
Value$0 (-$933)
Filed 2026-02-05
Bank of America Corp
CLOSED
Shares0 from 2,472
Change-2,472 (-100%)
Value$0 (-$814)
Filed 2026-02-17
Caldwell Sutter Capital, Inc.
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$498)
Filed 2026-01-30
Harbour Investments, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$395)
Filed 2026-02-09
Wells Fargo & Company
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$349)
Filed 2026-02-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 827
Change-827 (-100%)
Value$0 (-$60)
Filed 2026-01-21
CWM, LLC
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 ($0)
Filed 2026-01-26
Main Street Group, LTD
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$265)
Filed 2026-01-26
BNP Paribas Financial Markets
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$230)
Filed 2026-02-10
Sunbelt Securities, Inc.
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$166)
Filed 2026-02-20
NewEdge Advisors, LLC
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$153)
Filed 2026-02-18
Global Retirement Partners, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$66)
Filed 2026-02-06
North Star Investment Management Corp.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$66)
Filed 2026-01-30
Strategic Wealth Partners, Ltd.
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$60)
Filed 2026-05-12
HM Payson & Co
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$53)
Filed 2026-02-12
Jones Financial Companies Lllp
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$52)
Filed 2026-02-17
Atlantic Union Bankshares Corp
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$41)
Filed 2026-02-04
BFC Planning, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$41)
Filed 2026-10-29
Farther Finance Advisors, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$26)
Filed 2026-01-23
Whittier Trust Co of Nevada Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$7)
Filed 2026-01-26
FMR LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$8)
Filed 2026-02-17
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$7)
Filed 2026-02-06
Tsfg, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-02-04
Oregon Public Employees Retirement Fund
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-02-04
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-02-12
Status
CreativeOne Wealth, LLC
INCREASED65,14225,142+40,000+159%$8.3K$834-$7.4K2026-02-13
Simplex Trading, LLC
NEW45,465—+45,465——$581—2026-02-11
XTX Topco Ltd
INCREASED34,63230,934+3,698+12%$10.2K$443-$9.7K2026-02-17
Nisa Investment Advisors, LLC
DECREASED8,00013,610-5,610-41%$4.5K$102-$4.4K2026-01-15
Barclays PLC
UNCHANGED7,9907,99000%$2.6K$103-$2.5K2026-02-13
Vanguard Group Inc
CLOSED02,744,570-2,744,570-100%$903.0K$0-$903.0K2026-01-29
BlackRock, Inc.
CLOSED01,135,625-1,135,625-100%$373.8K$0-$373.8K2026-02-12
Two Sigma Advisers, LP
CLOSED0904,327-904,327-100%$297.7K$0-$297.7K2026-02-17
Jane Street Group, LLC
CLOSED0889,004-889,004-100%$292.7K$0-$292.7K2026-02-12
UBS Group AG
CLOSED0767,476-767,476-100%$252.5K$0-$252.5K2026-01-29
Geode Capital Management, LLC
CLOSED0724,585-724,585-100%$238.6K$0-$238.6K2026-02-09
RBF Capital, LLC
CLOSED0590,366-590,366-100%$194.3K$0-$194.3K2026-02-17
Gateway Wealth Partners, LLC
CLOSED0544,761-544,761-100%$179.3K$0-$179.3K2026-02-11
Two Sigma Investments, LP
CLOSED0362,740-362,740-100%$119.4K$0-$119.4K2026-02-17
Littlejohn & Co LLC
CLOSED0230,897-230,897-100%$76.0K$0-$76.0K2026-02-11
State Street Corp
CLOSED0196,109-196,109-100%$64.6K$0-$64.6K2026-02-13
JPMorgan Chase & Co
CLOSED0194,075-194,075-100%$63.9K$0-$63.9K2026-02-11
Northern Trust Corp
CLOSED0165,212-165,212-100%$54.4K$0-$54.4K2026-02-17
Virtu Financial LLC
CLOSED0159,775-159,775-100%$53$0-$532026-02-23
Invesco Ltd.
CLOSED0153,868-153,868-100%$50.7K$0-$50.7K2026-07-15
Savvy Advisors, Inc.
CLOSED0124,750-124,750-100%$41.1K$0-$41.1K2026-01-20
Two Sigma Securities, LLC
CLOSED090,650-90,650-100%$29.8K$0-$29.8K2026-02-17
Morgan Stanley
CLOSED057,519-57,519-100%$18.9K$0-$18.9K2026-05-27
LPL Financial LLC
CLOSED039,567-39,567-100%$13.0K$0-$13.0K2026-02-11
Engineers Gate Manager LP
CLOSED036,116-36,116-100%$11.9K$0-$11.9K2026-02-17
Qube Research & Technologies Ltd
CLOSED030,835-30,835-100%$10.2K$0-$10.2K2026-02-17
Susquehanna International Group, LLP
CLOSED030,096-30,096-100%$9.9K$0-$9.9K2026-02-17
Bank of New York Mellon Corp
CLOSED019,814-19,814-100%$6.5K$0-$6.5K2026-02-10
One Wealth Map LLC
CLOSED018,668-18,668-100%$373$0-$3732026-02-04
Osaic Holdings, Inc.
CLOSED016,858-16,858-100%$3.8K$0-$3.8K2026-02-17
Coldstream Capital Management Inc
CLOSED013,059-13,059-100%$4.3K$0-$4.3K2026-02-09
Algorithmic Investment Models, LLC
CLOSED012,372-12,372-100%$4.1K$0-$4.1K2026-02-10
Royal Bank of Canada
CLOSED010,330-10,330-100%$3.0K$0-$3.0K2026-02-17
Legacy Financial Advisors, Inc.
CLOSED010,000-10,000-100%$3.3K$0-$3.3K2026-02-04
Clearstead Advisors, LLC
CLOSED05,068-5,068-100%$1.7K$0-$1.7K2026-02-09
Advisory Services Network, LLC
CLOSED03,207-3,207-100%$1.1K$0-$1.1K2026-02-17
Allworth Financial LP
CLOSED02,833-2,833-100%$933$0-$9332026-02-05
Bank of America Corp
CLOSED02,472-2,472-100%$814$0-$8142026-02-17
Caldwell Sutter Capital, Inc.
CLOSED01,512-1,512-100%$498$0-$4982026-01-30
Harbour Investments, Inc.
CLOSED01,200-1,200-100%$395$0-$3952026-02-09
Wells Fargo & Company
CLOSED01,059-1,059-100%$349$0-$3492026-02-13
Sound Income Strategies, LLC
CLOSED0827-827-100%$60$0-$602026-01-21
CWM, LLC
CLOSED0815-815-100%$0$0$02026-01-26
Main Street Group, LTD
CLOSED0806-806-100%$265$0-$2652026-01-26
BNP Paribas Financial Markets
CLOSED0700-700-100%$230$0-$2302026-02-10
Sunbelt Securities, Inc.
CLOSED0506-506-100%$166$0-$1662026-02-20
NewEdge Advisors, LLC
CLOSED0464-464-100%$153$0-$1532026-02-18
Global Retirement Partners, LLC
CLOSED0201-201-100%$66$0-$662026-02-06
North Star Investment Management Corp.
CLOSED0200-200-100%$66$0-$662026-01-30
Strategic Wealth Partners, Ltd.
CLOSED0183-183-100%$60$0-$602026-05-12
HM Payson & Co
CLOSED0160-160-100%$53$0-$532026-02-12
Jones Financial Companies Lllp
CLOSED0125-125-100%$52$0-$522026-02-17
Atlantic Union Bankshares Corp
CLOSED0125-125-100%$41$0-$412026-02-04
BFC Planning, Inc.
CLOSED0125-125-100%$41$0-$412026-10-29
Farther Finance Advisors, LLC
CLOSED080-80-100%$26$0-$262026-01-23
Whittier Trust Co of Nevada Inc
CLOSED031-31-100%$7$0-$72026-01-26
FMR LLC
CLOSED023-23-100%$8$0-$82026-02-17
PNC Financial Services Group, Inc.
CLOSED022-22-100%$7$0-$72026-02-06
Tsfg, LLC
CLOSED02-2-100%$0$0$02026-02-04
Oregon Public Employees Retirement Fund
CLOSED01-1-100%$0$0$02026-02-04
Steward Partners Investment Advisory, LLC
CLOSED01-1-100%$0$0$02026-02-12
Showing 61 of 61 institutions