undamentalytics Newsletter

Office Properties Income Trust: which funds bought and sold

Institutions that bought and sold Office Properties Income Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 33 institutions that filed 13F reports for both quarters added to or opened positions in Office Properties Income Trust, and 0 cut or closed them. Together they added a net 18.1M shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.1M shares; index fund managers held the same number of shares overall. 33 opened a new position and 0 sold out entirely.

Bought, Q2 2026 33 institutions, 33 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +18.1M shares (—)
Net change, active managers +3.1M shares (—), 6 bought, 0 sold

Buyers versus sellers

institutions compared, 33
Active managers and hedge funds 6 bought · 0 sold · +3.1M
Index fund managers 0 bought · 0 sold · 0
Other institutions 27 bought · 0 sold · +15.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Helix Partners Management LP +5.6M New position 5.6M $94.4M
Redwood Capital Management, LLC +4.3M New position 4.3M $73.6M
Whitebox Advisors LLC Hedge fund +1.7M New position 1.7M $29.7M
Liberty Mutual Group Asset Management Inc. +1.3M New position 1.3M $22.3M
Valueworks LLC +1.2M New position 1.2M $19.8M
Exoduspoint Capital Management, LP Hedge fund +1.1M New position 1.1M $18.3M
Apollo Management Holdings, L.P. +517K New position 517K $8.8M
Jane Street Group, LLC +459K New position 459K $7.8M
Barclays PLC +417K New position 417K $7.1M
Littlejohn & Co LLC +327K New position 327K $5.6M
Aviva PLC +235K New position 235K $4M
Nuveen, LLC +210K New position 210K $3.6M
Mackenzie Financial Corp +194K New position 194K $3.3M
Brevan Howard Capital Management LP Hedge fund +124K New position 124K $2.1M
Millennium Management LLC Hedge fund +119K New position 119K $2M
Invesco Ltd. +113K New position 113K $1.9M
Aegon Usa Investment Management, LLC +57K New position 57K $970,921
Marnell Management LLC +51K New position 51K $865,164
Infrastructure Capital Advisors, LLC +46K New position 46K $779,688
LPL Financial LLC +17K New position 17K $287,028

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
No institution cut its holding.

New positions

largest by value
InstitutionSharesValue June 30, 2026
Helix Partners Management LP 5.6M $94.4M
Redwood Capital Management, LLC 4.3M $73.6M
Whitebox Advisors LLCHedge fund 1.7M $29.7M
Liberty Mutual Group Asset Management Inc. 1.3M $22.3M
Valueworks LLC 1.2M $19.8M
Exoduspoint Capital Management, LPHedge fund 1.1M $18.3M
Apollo Management Holdings, L.P. 517K $8.8M
Jane Street Group, LLC 459K $7.8M
Barclays PLC 417K $7.1M
Littlejohn & Co LLC 327K $5.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
33
Ten largest holders
93.2%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
17.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 6 0 6 0 +3.1M —
Index fund managers 0 0 0 0 0 —
Other institutions 27 0 27 0 +15.0M —

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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