EP
CIO

Essential Partners’s City Office REIT CIO Stock Holding History

Essential Partners’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
-6
Closed -$42 – 2873
2025
Q4 		$42 Sell
6
-70
-92% -$485 ﹤0.01% 2652
2025
Q3 		$529 Buy
76
+73
+2,433% +$482 ﹤0.01% 2194
2025
Q2 		$16 Buy
+3
New +$15 ﹤0.01% 2235

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return