SEC 13F Intelligence

OFFICE PPTYS INCOME TR

CUSIP 67623C109

Office Pptys Income Tr has 5 institutional holders in Filings Flow’s 13F database, together reporting 176.2K shares worth $7,626 as of Q4 2025. The largest reported holders are Msd Partners, L.P., Readystate Asset Management LP, and Vanguard Group Inc.

Institutional Holders
5
Q4 2025
Reported Value
$7,626
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 206Q1 ’19Q2 ’19: 181Q2 ’19Q3 ’19: 196Q3 ’19Q2 ’21: 177Q2 ’21Q4 ’21: 184Q4 ’21Q4 ’22: 188Q4 ’22Q4 ’25: 5Q4 ’25filingsflow.com
Total reported value
Q4 ’18: $2MQ4 ’18Q1 ’19: $4.0BQ1 ’19Q2 ’19: $3.8BQ2 ’19Q3 ’19: $5.2BQ3 ’19Q2 ’21: $8.4BQ2 ’21Q4 ’21: $7.1BQ4 ’21Q4 ’22: $135MQ4 ’22Q4 ’25: $7,626Q4 ’25filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DELPHI FINANCIAL GROUP, INC.$222M AUM0.24%$345,7511.40MQ2 2025OLDER
LITTLEJOHN & CO LLC$106M AUM0.04%$76,011230.9KQ3 2025OLDER
Smith Asset Management Co., LLC$117M AUM0.03%$35,18035.2KQ2 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.03%$969,5662.13MQ1 2025OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$179,337544.8KQ3 2025OLDER
CastleKnight Management LP$6.0B AUM0.02%$855,3123.46MQ2 2025OLDER
Tiptree Advisors, LLC$172M AUM0.02%$22,23948.8KQ1 2025OLDER
RBF Capital, LLC$2.0B AUM0.01%$194,348590.4KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$29,84290.7KQ3 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.00%$164,166360.0KQ1 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$41,068124.8KQ3 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.00%$71,926291.2KQ2 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$6,20325.1KQ2 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.00%$36,33279.7KQ1 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$1,0422.3KQ1 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$641,3712.60MQ2 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.00%$3,29210.0KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$27,18659.6KQ1 2025OLDER
Callan Capital, LLC$1.4B AUM0.00%$5,01611.0KQ1 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$4981.5KQ3 2025OLDER
One Wealth Map LLC$213M AUM0.00%$37318.7KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$30,328122.8KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$119,414362.7KQ3 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$5,46712.0KQ1 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$122,717266.8KQ1 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$29,46389.5KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$11,88936.1KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$32,55671.4KQ1 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$3,68014.9KQ2 2025OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$4,60310.1KQ1 2025OLDER
CGC Financial Services, LLC$346M AUM0.00%$210461Q1 2025OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$248248Q1 2025OLDER
Main Street Group, LTD$340M AUM0.00%$265806Q3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$55,452224.5KQ2 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$23,62151.8KQ1 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$4,30013.1KQ3 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$9,53120.0KQ1 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$209,667459.7KQ1 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$304,281924.3KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$8,98636.4KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$252,500767.5KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$714.3KQ1 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,6695.1KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$6,95915.3KQ1 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$83465.1KQ4 2025
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$24,85054.5KQ1 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,0553.2KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$238,578724.6KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$8,55534.6KQ2 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$48,4586.6KQ1 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$902,9642.74MQ3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$14,30731.4KQ1 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$73159Q1 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$44334.6KQ4 2025
Sunbelt Securities, Inc.$1.6B AUM0.00%$166506Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$10,15130.8KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3951.2KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$50,653153.9KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$127,778388.1KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$54,388165.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$373,8481.14MQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11,58425.4KQ1 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$38,911118.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,75716.9KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$9092.0KQ1 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$60183Q3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$66200Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$35,615108.0KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4,2584.3KQ1 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$13,02539.6KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$7002.8KQ2 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$60827Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$5,11511.1KQ1 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2392.4KQ2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$64,559196.1KQ3 2025OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$625Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$66201Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$5,66622.9KQ4 2025
Bank of New York Mellon Corp$543.9B AUM0.00%$6,52219.8KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$18,93557.5KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$41125Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$153464Q3 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$40160Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$13Q1 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2680Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2,52610.2KQ2 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1028.0KQ4 2025
SIMPLEX TRADING, LLC$149.1B AUM0.00%$58145.5KQ4 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$37Q1 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$731Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$230700Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$199804Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3491.1KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8142.5KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$52125Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$722Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$511Q1 2025OLDER
FMR LLC$1.90T AUM0.00%$823Q3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM$01Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM$01Q3 2025OLDER
CWM, LLC$38.1B AUM$0815Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM$02.2KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.