Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Office Properties Income Trust (OPI): which funds own it

Real Estate →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow OPI for free
Share

Sections with a free account

1 concentrated manager holds it (+1 vs last quarter) with a median weight of 4.1%.

Who owns Office Properties Income Trust?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Helix Partners Management (13D filed Jun 25, 2026), Redwood Capital Management (13D/A filed Aug 19, 2026), Barclays (13G filed Aug 13, 2026), Whitebox Advisors (13G filed Jul 6, 2026) and Liberty Mutual Holding (13G filed Jul 10, 2026). Double Twins K, LLC is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Helix Partners Management (5.6 million shares), Redwood Capital Management (4.3 million shares) and Whitebox Advisors (1.7 million shares).

Which institutions hold the most Office Properties Income Trust shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Helix Partners Management: 5.6 million shares
  2. 2. Redwood Capital Management: 4.3 million shares
  3. 3. Whitebox Advisors: 1.7 million shares
  4. 4. Liberty Mutual Group Asset Management: 1.3 million shares
  5. 5. Valueworks: 1.2 million shares
  6. 6. ExodusPoint Capital Management: 1.1 million shares
  7. 7. Cygnus Capital Advisors: 740,803 shares
  8. 8. Apollo Management Holdings: 516,804 shares
  9. 9. Jane Street Group: 458,560 shares
  10. 10. Barclays: 416,921 shares

Sources:13D by Helix Partners Management (Jun 25, 2026) ↗13D/A by Redwood Capital Management (Aug 19, 2026) ↗13G by Barclays (Aug 13, 2026) ↗13G by Whitebox Advisors (Jul 6, 2026) ↗13G by Liberty Mutual Holding (Jul 10, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Office Properties Income Trust revenue

Office Properties Income Trust reported annual revenue of $442.6 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

Howard Marks 13F (Q2 2026)

Concentrated managers
1
All 13F: 32
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$17
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 1): 1 opened · 0 exited = +1

Net flow in the quarter: +$19.8M (+1.2 M shares) · bought $19.8M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of OPI (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. We do not have this company's 12-month figures yet (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once they are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$50.8M
Total debt
$1.7 bn
Net debt
$1.6 bn
Shareholders' equity
$511M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Jun 23, 2026Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

  • Apr 28, 2026Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

    «In the United States Bankruptcy Court for the Southern District of Texas»

  • Feb 6, 2026Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

  • Nov 6, 2025Seriousfiling ↗

    Bankruptcy or receivership (Item 1.03)

  • Jun 23, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

  • Jun 23, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Dec 15, 2025Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Real Estate stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Real Estate →

Follow OPI for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow OPI