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 – 2738
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 $5.7T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 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 $138M AUM 84.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return