B. Riley Wealth Advisors’s City Office REIT CIO Stock Holding History

B. Riley Wealth Advisors’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	-17,395	Closed	-$122K	–	933
2025 Q4	$122K	Buy	17,395 +591	+4%	+$4.09K	0.01%	920
2025 Q3	$117K	Buy	16,804 +831	+5%	+$5.48K	0.01%	943
2025 Q2	$85.3K	Buy	15,973 +2,456	+18%	+$12.3K	﹤0.01%	967
2025 Q1	$70.2K	Buy	+13,517	New	+$69.4K	﹤0.01%	1242
2023 Q3	–	Sell	-118,825	Closed	-$662K	–	1524
2023 Q2	$662K	Buy	+118,825	New	+$648K	0.01%	740

Other funds holding CIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

B. Riley Wealth Advisors's CIO Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 17,395 shares — an estimated $122K sold.

B. Riley Wealth Advisors first reported a position in CIO in Q2 2023 and held it in 5 quarters. The position peaked at $662K in Q2 2023. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

B. Riley Wealth Advisors reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 17,395 City Office REIT shares in Q1 2026, an estimated $122K.
B. Riley Wealth Advisors first reported a position in City Office REIT in Q2 2023 and held it in 5 quarters.
B. Riley Wealth Advisors's City Office REIT position peaked at $662K in Q2 2023.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.