EWA
CIO

EverSource Wealth Advisors’s City Office REIT CIO Stock Holding History

EverSource Wealth Advisors’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
-1,248
Closed -$8.72K – 4411
2025
Q4 		$8.72K Sell
1,248
-22
-2% -$152 ﹤0.01% 2868
2025
Q3 		$8.84K Buy
1,270
+111
+10% +$732 ﹤0.01% 2886
2025
Q2 		$6.19K Buy
1,159
+823
+245% +$4.13K ﹤0.01% 3064
2025
Q1 		$1.74K Buy
336
+36
+12% +$185 ﹤0.01% 2985
2024
Q4 		$1.66K Hold
300
– – ﹤0.01% 2787
2024
Q3 		$1.75K Hold
300
– – ﹤0.01% 2580
2024
Q2 		$1.81K Hold
300
– – ﹤0.01% 2579
2024
Q1 		$1.4K Hold
300
– – ﹤0.01% 2482
2023
Q4 		$1.83K Sell
300
-820
-73% -$3.82K ﹤0.01% 2195
2023
Q3 		$4.76K Buy
1,120
+597
+114% +$3.07K ﹤0.01% 1725
2023
Q2 		$2.91K Buy
523
+214
+69% +$1.17K ﹤0.01% 1931
2023
Q1 		$2.13K Buy
+309
New +$2.61K ﹤0.01% 1922
2022
Q4 		– Sell
-82
Closed -$1K – 2325
2022
Q3 		$1K Buy
+82
New +$1.01K ﹤0.01% 1789

Other funds holding CIO

IA
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

EverSource Wealth Advisors's CIO Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 1,248 shares — an estimated $8.72K sold.

EverSource Wealth Advisors first reported a position in CIO in Q3 2022 and held it in 13 quarters. The position peaked at $8.84K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,248 City Office REIT shares in Q1 2026, an estimated $8.72K.
  • EverSource Wealth Advisors first reported a position in City Office REIT in Q3 2022 and held it in 13 quarters.
  • EverSource Wealth Advisors's City Office REIT position peaked at $8.84K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.