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5%+ stakes · Schedule 13D and 13G

Office Properties Income Trust: 5%+ holders

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

At 5% or more5
Filings10
Latest filing2026-08-19

Office Properties Income Trust has 10 Schedule 13D or 13G filings on record since 2025-07-29. 5 holders' latest filing reports 5% or more of common shares of beneficial interest. 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
Barclays PLC8.43%1,852,220SCHEDULE 13G, 2026-08-132026-06-30
Whitebox Advisors LLC8.2%1,797,150SCHEDULE 13G, 2026-07-062026-06-17
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

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

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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-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Office Properties Income Trust 5%+ holders: 5 at 5% or more, largest Helix Partners Management LP 25.3%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/office-properties-income-trust