AC
CIO

AlphaCore Capital’s City Office REIT CIO Stock Holding History

AlphaCore Capital’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-63,125
Closed -$441K – 1269
2025
Q4 		$441K Sell
63,125
-29,854
-32% -$207K 0.01% 653
2025
Q3 		$647K Sell
92,979
-35,963
-28% -$237K 0.02% 390
2025
Q2 		$689K Buy
+128,942
New +$646K 0.03% 323

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return