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

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

Essential Partners's CIO Position: Q1 2026 in Review

Essential Partners sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 6 shares — an estimated $42 sold.

Essential Partners first reported a position in CIO in Q2 2025 and held it in 3 quarters. The position peaked at $529 in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Essential Partners reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 6 City Office REIT shares in Q1 2026, an estimated $42.
Essential Partners first reported a position in City Office REIT in Q2 2025 and held it in 3 quarters.
Essential Partners's City Office REIT position peaked at $529 in Q3 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.