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5%+ stakes · Schedule 13D and 13G

Office Properties Income Tru: 5%+ holders

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MentionFox check on Office Properties Income Tru: 5 red flags found in 16 sources (checked 9 November 2026). mentionfox.com/c/stakes/office-properties-income-tru

  • Bankruptcy filing disclosed Jun 2026 (filing)
  • Bankruptcy filing disclosed Apr 2026 (filing)
  • Bankruptcy filing disclosed Feb 2026 (filing)

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Who has reported owning 5% or more of Office Properties Income Tru, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 9, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Office Properties Income Tru. The largest reported stake is Helix Partners Management LP's, at 25.3%. 11 filings are on record since July 29, 2025 (Schedule 13D, June 25, 2026).

Helix Partners Management LP also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Barclays PLC · Sole voting: 1,574,020 · Shared voting: 0 · Sole dispositive: 1,574,020 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-06
  • · Reporting person: Redwood Capital Management, LLC · Sole voting: 0 · Shared voting: 3,961,992 · Sole dispositive: 0 · Shared dispositive: 3,961,992 · SCHEDULE 13D/A, 2026-08-19
  • · Holder: Barclays PLC · Percent: 8.43% · SCHEDULE 13G
  • · Holder: Redwood Capital Management, LLC · Percent: 19.7% · SCHEDULE 13D/A
  • · Reporting person: Liberty Mutual Holding Company Inc. · Sole voting: 0 · Shared voting: 1,311,341 · Sole dispositive: 0 · Shared dispositive: 1,311,341 · SCHEDULE 13G, 2026-07-10
At 5% or more5
Filings11
Latest filing2026-11-06

Office Properties Income Tru has 11 Schedule 13D or 13G filings on record since 2025-07-29. 5 holders' latest filing reports 5% or more of reit. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Helix Partners Management LP25.3%5,565,017SCHEDULE 13D, 2026-06-252026-06-17
Redwood Capital Management, LLC18%3,961,992SCHEDULE 13D/A, 2026-08-192026-08-18
Whitebox Advisors LLC8.2%1,797,150SCHEDULE 13G, 2026-07-062026-06-17
Barclays PLC7.16%1,574,020SCHEDULE 13G/A, 2026-11-062026-09-30
Liberty Mutual Holding Company Inc.6%1,311,341SCHEDULE 13G, 2026-07-102026-06-30
D. E. Shaw & Co., L.P.3.5%2,596,642SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group3.38%2,402,564SCHEDULE 13G/A, 2025-07-292025-06-30
MSD Partners, L.P.0%0SCHEDULE 13G/A, 2025-08-132025-06-30

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Office Properties Income Tru elsewhere on the record

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Helix Partners Management LP05,565,01705,565,017SCHEDULE 13D, 2026-06-25
Helix Strategic Fund LP02,064,83702,064,837SCHEDULE 13D, 2026-06-25
Helix Strategic Fund II LLC03,500,18003,500,180SCHEDULE 13D, 2026-06-25
Jonathan Heller05,565,01705,565,017SCHEDULE 13D, 2026-06-25
Redwood Capital Management, LLC03,961,99203,961,992SCHEDULE 13D/A, 2026-08-19
Redwood Capital Management Holdings, LP03,961,99203,961,992SCHEDULE 13D/A, 2026-08-19
Double Twins K, LLC03,961,99203,961,992SCHEDULE 13D/A, 2026-08-19
Ruben Kliksberg03,961,99203,961,992SCHEDULE 13D/A, 2026-08-19
Whitebox Advisors LLC01,797,15001,797,150SCHEDULE 13G, 2026-07-06
Whitebox General Partner LLC01,797,15001,797,150SCHEDULE 13G, 2026-07-06
Barclays PLC1,574,02001,574,0200SCHEDULE 13G/A, 2026-11-06
Liberty Mutual Holding Company Inc.01,311,34101,311,341SCHEDULE 13G, 2026-07-10
Liberty Mutual Insurance Company0379,0550379,055SCHEDULE 13G, 2026-07-10
Peerless Insurance Company0404,9280404,928SCHEDULE 13G, 2026-07-10
Safeco Insurance Company of America071,512071,512SCHEDULE 13G, 2026-07-10
The Ohio Casualty Insurance Company0170,7870170,787SCHEDULE 13G, 2026-07-10
Employers Insurance Company of Wausau0122,9630122,963SCHEDULE 13G, 2026-07-10
Liberty Mutual Fire Insurance Company0132,2810132,281SCHEDULE 13G, 2026-07-10
Liberty Specialty Markets Bermuda Limited029,815029,815SCHEDULE 13G, 2026-07-10

The latest filing identifies Office Properties Income Tru by CUSIP 67623C307 and gives its principal executive office as Two Newton Place, 255 Washington Street Suite 300, Newton, MA 02458-1634 (SCHEDULE 13G/A, 2026-11-06).

What the percentages are based on

As of June 17, 2026, each of WA and WGP was deemed to beneficially own approximately 8.2% of the Common Shares outstanding. As of the date hereof, each of WA and WGP is deemed to beneficially own approximately 8.2% of the Common Shares outstanding.Whitebox Advisors LLC, SCHEDULE 13G, 2026-07-06
See the responses to Item 11 of the attached cover pages. The percentages reported in Item 11 are based on 21,953,577 shares of Common Shares outstanding.Liberty Mutual Holding Company Inc., SCHEDULE 13G, 2026-07-10

Source of funds (Item 3)

On October 30, 2025, the Issuer and certain of its subsidiaries, filed voluntary petitions for relief under Chapter 11 of the United States Bankruptcy Code in the United States Bankruptcy Court for the Southern District of Texas (the "Bankruptcy Court"). On April 22, 2026, the Bankruptcy Court entered an order confirming the Fourth Amended Joint Chapter 11 Plan of Reorganization of Office Properties Income Trust and Its Debtor Affiliates (the "Plan").Helix Partners Management LP, SCHEDULE 13D, 2026-06-25
On October 30, 2025, the Issuer and certain of its subsidiaries, filed voluntary petitions for relief under Chapter 11 of the United States Bankruptcy Code in the United States Bankruptcy Court for the Southern District of Texas (the "Bankruptcy Court"). On April 22, 2026, the Bankruptcy Court entered an order confirming the Fourth Amended Joint Chapter 11 Plan of Reorganization of Office Properties Income Trust and Its Debtor Affiliates (the "Plan").Redwood Capital Management, LLC, SCHEDULE 13D/A, 2026-08-19

Purpose of Transaction (Item 4)

Redwood Capital Management, LLC

The response to Item 3 of this Schedule 13D is incorporated by reference herein. The Reporting Persons acquired the Secured Exit Notes and the Common Shares in connection with the Issuer's emergence from bankruptcy on the Effective Date. On the Effective Date, the Issuer adopted its Fourth Amended and Restated Bylaws, which provides that the Board of Trustees (the "Board") of the Issuer shall include up to two Trustees who are initially designated for appointment to the Board by Redwood Capital, with such designation right consisting of (a) up to two Trustees so long as Redwood Capital and its affiliates beneficially own 10% or more of the outstanding Common Shares of the Issuer and (b) up to one Trustee so long as Redwood Capital and its affiliates beneficially own 5% or more of the outstanding Common Shares of the Issuer. Pursuant to the Fourth Amended and Restated Bylaws, Jonathan Kolatch was appointed to the Board, effective as of the Effective Date, as designated by Redwood Capital. Redwood Capital did not initially designate a second Trustee for appointment as of the Effective Date. In addition, as of the Effective Date, the Issuer entered into a board observation rights agreement with Redwood Capital (the "Board Observation Rights Agreement"), which provides that Redwood Capital is entitled to appoint one non-voting Board Observer so long as Redwood Capital beneficially owns 15% or more of the outstanding Common Shares of the Issuer. Redwood Capital did not …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-19; the filing has the rest

Helix Partners Management LP

The response to Item 3 of this Schedule 13D is incorporated by reference herein. The Reporting Persons acquired the Secured Exit Notes, the Common Shares, and the Warrants in connection with the Issuer's emergence from bankruptcy on the Effective Date. On the Effective Date, the Issuer adopted its Fourth Amended and Restated Bylaws, which provides that the Board of Trustees (the "Board") of the Issuer shall include up to three Trustees who are initially designated for appointment to the Board by Helix Partners, with such designation right consisting of (a) up to three Trustees so long as Helix Partners and its affiliates beneficially own 15% or more of the outstanding Common Shares of the Issuer, (b) up to two Trustees so long as Helix Partners and its affiliates beneficially own 10% or more of the outstanding Common Shares of the Issuer and (c) up to one Trustee so long as Helix Partners and its affiliates beneficially own 5% or more of the outstanding Common Shares of the Issuer. Pursuant to the Fourth Amended and Restated Bylaws, Mr. Heller was appointed to the Board, as designated by Helix Partners, and Mr. Heller was also named the Chairman of the Board, effective as of the Effective Date. Helix Partners did not initially designate other Trustees for appointment as of the Effective Date. In addition, as of the Effective Date, the Issuer entered into a board observation rights agreement with Helix Partners (the "Board Observation Rights Agreement"), which provides …The first part of Item 4 of the SCHEDULE 13D filed 2026-06-25; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-07-29The Vanguard Group3.38%SCHEDULE 13G/A
2025-08-13MSD Partners, L.P.0%SCHEDULE 13G/A
2025-08-14D. E. Shaw & Co., L.P.3.5%SCHEDULE 13G/A
2026-06-25Redwood Capital Management, LLC19.7%SCHEDULE 13D
2026-06-25Helix Partners Management LP25.3%SCHEDULE 13D
2026-07-06Whitebox Advisors LLC8.2%SCHEDULE 13G
2026-07-10Liberty Mutual Holding Company Inc.6%SCHEDULE 13G
2026-07-24Redwood Capital Management, LLC19.7%SCHEDULE 13D/A
2026-08-13Barclays PLC8.43%SCHEDULE 13G
2026-08-19Redwood Capital Management, LLC18%SCHEDULE 13D/A
2026-11-06Barclays PLC7.16%SCHEDULE 13G/A

Questions about who owns Office Properties Income Tru

Who owns Office Properties Income Tru?

On this page, 5 holders' latest ownership filings report 5% or more of Office Properties Income Tru: Helix Partners Management LP (25.3%, Schedule 13D, filed 2026-06-25), Redwood Capital Management, LLC (18%, Schedule 13D/A, filed 2026-08-19), Whitebox Advisors LLC (8.2%, Schedule 13G, filed 2026-07-06), Barclays PLC (7.16%, Schedule 13G/A, filed 2026-11-06) and Liberty Mutual Holding Company Inc. (6%, Schedule 13G, filed 2026-07-10).

Who are the largest shareholders of Office Properties Income Tru?

By the share each holder's latest filing reports, the largest holders of Office Properties Income Tru on this page are Helix Partners Management LP (25.3%), Redwood Capital Management, LLC (18%) and Whitebox Advisors LLC (8.2%).

When did Helix Partners Management LP buy into Office Properties Income Tru?

The filings give report dates, not purchase dates. The earliest filing from Helix Partners Management LP on this page is the Schedule 13D, filed 2026-06-25, reporting 25.3%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Office Properties Income Tru

DateRecordFigureOur pageSource
June 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/office-properties-income-tru
Last updated 2026-11-09
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Office Properties Income Tru? 5 holders at 5% or more, largest Helix Partners Management LP 25.3%. MentionFox, 2026-11-09. https://mentionfox.com/stakes/office-properties-income-tru