AEGON USA Investment Management, LLC OPI — OFFICE PPTYS INCOME TR

Ownership history in AEGON USA Investment Management, LLC  ·  1 quarter on record

AI Ownership Summary

AEGON USA Investment Management, LLC reported OFFICE PPTYS INCOME TR (OPI) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.7% in 2026 Q2. The latest visible filing shows OPI at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEGON USA Investment Management, LLC's position in OFFICE PPTYS INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OPI was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AEGON USA Investment Management, LLC held OPI — position size vs. price
% of Fund (quarterly)    OPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 57,113 — — 0.70% $971K 2026-07-17 $18.00

🏢 Other funds also holding OPI

As of 2026 Q3 — sorted by position size

Acasta Partners UK LLP 3.87%

FAQ About AEGON USA Investment Management, LLC and OPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEGON USA Investment Management, LLC reported owning OPI?

AEGON USA Investment Management, LLC reported OPI across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported OPI position in AEGON USA Investment Management, LLC's portfolio?

The largest reported portfolio weight for OPI was 0.70% in 2026 Q2.

What is the latest reported OPI position on this page?

The most recent filing on this page is 2026 Q2, when AEGON USA Investment Management, LLC reported 57,113 shares, equal to 0.70% of portfolio, with an estimated market value of $971K.

What does the chart on this OPI ownership page compare?

The chart compares AEGON USA Investment Management, LLC's quarterly OPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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