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 152 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
550
shares
|
$2,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
487
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
394
shares
|
$2,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
300
shares
|
$1,563
0.0% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$1,563
0.0% of portfolio
|
Q4 2023
Reduced 73.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
292
shares
|
$1,521
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
208
shares
|
$1,083
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$1,042
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
119
shares
|
$619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
110
shares
|
$573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$521
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
99
shares
|
$515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
88
shares
|
$458
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
82
shares
|
$427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
53
shares
|
$276
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
49
shares
|
$255
0.0% of portfolio
|
Q4 2024
Reduced 99.14%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
42
shares
|
$218
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
38
shares
|
$197
0.0% of portfolio
|
Q1 2024
Reduced 65.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2
shares
|
$10
0.0% of portfolio
|
Q2 2023
Reduced 99.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|