CCM
CIO

Coldstream Capital Management’s City Office REIT CIO Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-1,406
Closed -$7.3K – 1550
2025
Q1 		$7.3K Buy
+1,406
New +$7.22K ﹤0.01% 2517

Other funds holding CIO

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coldstream Capital Management's CIO Position: Q2 2025 in Review

Coldstream Capital Management sold out of City Office REIT (CIO) in Q2 2025, closing a stake of 1,406 shares — an estimated $7.3K sold.

Coldstream Capital Management first reported a position in CIO in Q1 2025 and held it in 1 quarter. The position peaked at $7.3K in Q1 2025. 127 funds tracked by Wall St. Rank hold CIO as of Q2 2025.

  • Coldstream Capital Management reported no remaining City Office REIT position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,406 City Office REIT shares in Q2 2025, an estimated $7.3K.
  • Coldstream Capital Management first reported a position in City Office REIT in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's City Office REIT position peaked at $7.3K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held City Office REIT as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.