Institutional Ownership City Office Reit, Inc. (CIO)
This table provides information about the institutional ownership of City Office Reit, Inc. (CIO). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,605
shares
|
$8,522
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,470
shares
|
$7,805
0.0% of portfolio
|
Q1 2024
Reduced 60.75%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
1,462
shares
|
$7,763
0.0% of portfolio
|
Q1 2024
Reduced 63.2%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,449
shares
|
$7,694
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,288
shares
|
$6,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,212
shares
|
$6,435
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,208
shares
|
$6,414
0.0% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,168
shares
|
$6,202
0.0% of portfolio
|
Q1 2024
Added 3056.76%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$5,963
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,087
shares
|
$5,771
0.0% of portfolio
|
Q4 2024
Added 3193.94%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$5,310
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
641
shares
|
$3,403
0.0% of portfolio
|
Q1 2024
Added 64000.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
525
shares
|
$2,787
0.0% of portfolio
|
Q3 2024
Reduced 75.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
433
shares
|
$2,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
394
shares
|
$2,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
336
shares
|
$1,784
0.0% of portfolio
|
Q3 2024
Reduced 64.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$1,592
0.0% of portfolio
|
Q4 2023
Reduced 73.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
292
shares
|
$1,550
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
208
shares
|
$1,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$1,062
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
124
shares
|
$658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
110
shares
|
$584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
88
shares
|
$467
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
82
shares
|
$435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
53
shares
|
$281
0.0% of portfolio
|
Q2 2023
New holding
|