Ethic Inc’s City Office REIT CIO Stock Holding History

Ethic Inc’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 Q1	–	Sell	-10,137	Closed	-$56K	–	1180
2024 Q4	$56K	Buy	+10,137	New	+$55.6K	﹤0.01%	1125

Other funds holding CIO

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethic Inc's CIO Position: Q1 2025 in Review

Ethic Inc sold out of City Office REIT (CIO) in Q1 2025, closing a stake of 10,137 shares — an estimated $56K sold.

Ethic Inc first reported a position in CIO in Q4 2024 and held it in 1 quarter. The position peaked at $56K in Q4 2024. 137 funds tracked by Wall St. Rank hold CIO as of Q1 2025.

Ethic Inc reported no remaining City Office REIT position as of Q1 2025 after selling out during the quarter.
Ethic Inc sold 10,137 City Office REIT shares in Q1 2025, an estimated $56K.
Ethic Inc first reported a position in City Office REIT in Q4 2024 and held it in 1 quarter.
Ethic Inc's City Office REIT position peaked at $56K in Q4 2024.
137 funds tracked by Wall St. Rank held City Office REIT as of Q1 2025.

Based on Ethic Inc's 13F filing for Q1 2025, filed 13 May 2025.