CAL
CIO

Capital Advisors Ltd’s City Office REIT CIO Stock Holding History

Capital Advisors Ltd’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
-394
Closed -$3K – 1391
2025
Q4 		$3K Hold
394
– – ﹤0.01% 1004
2025
Q3 		$3K Hold
394
– – ﹤0.01% 993
2025
Q2 		$2K Hold
394
– – ﹤0.01% 1044
2025
Q1 		$2K Hold
394
– – ﹤0.01% 1036
2024
Q4 		$2K Hold
394
– – ﹤0.01% 1056
2024
Q3 		$2K Hold
394
– – ﹤0.01% 1044
2024
Q2 		$2K Buy
+394
New +$1.89K ﹤0.01% 1041
2023
Q2 		– Sell
-62
Closed – – 1319
2023
Q1 		$0 Buy
+62
New +$524 ﹤0.01% 1242

Other funds holding CIO

IA
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

Capital Advisors Ltd's CIO Position: Q1 2026 in Review

Capital Advisors Ltd sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 394 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in CIO in Q1 2023 and held it in 8 quarters. The position peaked at $3K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Capital Advisors Ltd reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 394 City Office REIT shares in Q1 2026, an estimated $3K.
  • Capital Advisors Ltd first reported a position in City Office REIT in Q1 2023 and held it in 8 quarters.
  • Capital Advisors Ltd's City Office REIT position peaked at $3K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.