Security Snapshot

OFFICE PROPERTIES INCOME TRUST - REIT (OPI) Institutional Ownership

CUSIP: 67623C307

13F Institutional Holders and Ownership History from Q2 2026 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

24

Shares (Excl. Options)

8.95MFull value: 8,945,426 · shares · 30 Sep 2026

Price

$15.93

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

Save this security page for your next review

Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,169,413
Value change
+$18,422,679
Number of holders
24
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
21,983,520
SEC-reported price per share
$15.87
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • OPI - OFFICE PROPERTIES INCOME TRUST - REIT is tracked under CUSIP 67623C307.
  • 24 institutions reported positions in Q3 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 33 to 24 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $320.81MFull value: $320,812,934 · USD · 30 Jun 2026
    to
    $142.5MFull value: $142,501,775 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 24 institutions filings for Q3 2026.

Open SEC evidence

Security key

67623C307

13F reference period

Q3 2026

13F holders

24

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
OPI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Helix Partners Management LP 25% 5,565,017 Helix Partners Management LP 17 Jun 2026
REDWOOD CAPITAL MANAGEMENT, LLC 18% -8.5% $69,136,760 -$6,378,481 3,961,992 -8.4% REDWOOD CAPITAL MANAGEMENT, LLC 18 Aug 2026
WHITEBOX ADVISORS LLC 8.2% 1,797,150 WHITEBOX ADVISORS LLC 17 Jun 2026
BARCLAYS PLC 7.2% -16% $24,979,697 -$4,415,034 1,574,020 -15% Barclays PLC 30 Sep 2026
LIBERTY MUTUAL HOLDING Co INC. 6% 1,311,341 Liberty Mutual Holding Company Inc. 30 Jun 2026
As of 30 Sep 2026, 24 institutional investors reported holding
8.95MFull value: 8,945,426 · shares · 30 Sep 2026
shares of OFFICE PROPERTIES INCOME TRUST - REIT (OPI). This represents 41% of the company’s total
21.98MFull value: 21,983,520 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
41%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Helix Partners Management LP 25% 5,551,715 0% 31% $88,438,820
VALUEWORKS LLC 6.2% 1,358,375 +17% 4.7% $21,638,913
Acasta Partners UK LLP 2.5% 541,721 3.9% $8,629,616
LITTLEJOHN & CO LLC 1.5% 326,981 0% 9.1% $5,208,807
AVIVA PLC 1.1% 235,269 0% 0.01% $3,747,835
GEODE CAPITAL MANAGEMENT, LLC 0.74% 162,722 0% $2,593,299
MARSHALL WACE, LLP 0.6% 132,308 0% $2,107,667
Invesco Ltd. 0.52% 113,454 0% 0% $1,807,323
VANGUARD CAPITAL MANAGEMENT LLC 0.39% 86,125 0% $1,371,971
Qube Research & Technologies Ltd 0.35% 77,948 +670% 0% $1,241,712
Marnell Management LLC 0.29% 62,674 +23% 0.52% $998,397
AEGON USA Investment Management, LLC 0.26% 57,113 0% 0.66% $909,810
LANARK FINANCIAL, INC. 0.24% 53,670 0.06% $854,963
VANGUARD FIDUCIARY TRUST CO 0.22% 48,660 0% $775,154
AlphaCentric Advisors LLC 0.14% 30,000 0.42% $477,900
Crossingbridge Advisors, LLC 0.14% 30,000 0.09% $477,900
MORGAN STANLEY 0.09% 20,730 +432% 0% $330,230
LPL Financial LLC 0.08% 16,699 -1.1% 0% $266,015
STEINBERGANNA WEALTH MANAGEMENT 0.07% 15,765 0.11% $251,136
Jump Financial, LLC 0.05% 11,980 0% $190,841
Aster Capital Management (DIFC) Ltd 0.03% 6,250 0.04% $99,563
Vanguard Global Advisers, LLC 0.02% 5,177 0% $82,470
IFP Advisors, Inc 0% 53 0% 0% $844
PensionDanmark Pensionsforsikringsaktieselskab 0% 37 0% $589
MACKENZIE FINANCIAL CORP 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
2
Headline period
Q3 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 8,945,426 $142,501,775 +$18,422,679 $15.93 24
2026 Q2 18,871,157 $320,812,934 +$320,812,934 $17.00 33
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .