Corient Private Wealth
CIO

Corient Private Wealth’s City Office REIT CIO Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-13,692
Closed -$95.3K – 2671
2025
Q3 		$95.3K Buy
+13,692
New +$90.3K ﹤0.01% 2456
2023
Q4 		– Sell
-21,829
Closed -$90.8K – 2264
2023
Q3 		$90.8K Buy
21,829
+885
+4% +$4.55K ﹤0.01% 2033
2023
Q2 		$117K Buy
+20,944
New +$114K ﹤0.01% 1955

Other funds holding CIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's CIO Position: Q4 2025 in Review

Corient Private Wealth sold out of City Office REIT (CIO) in Q4 2025, closing a stake of 13,692 shares — an estimated $95.3K sold.

Corient Private Wealth first reported a position in CIO in Q2 2023 and held it in 3 quarters. The position peaked at $117K in Q2 2023. 152 funds tracked by Wall St. Rank hold CIO as of Q4 2025.

  • Corient Private Wealth reported no remaining City Office REIT position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 13,692 City Office REIT shares in Q4 2025, an estimated $95.3K.
  • Corient Private Wealth first reported a position in City Office REIT in Q2 2023 and held it in 3 quarters.
  • Corient Private Wealth's City Office REIT position peaked at $117K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held City Office REIT as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.