FFA
CIO

Farther Finance Advisors’s City Office REIT CIO Stock Holding History

Farther Finance 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
-1,104
Closed -$7.72K – 5782
2025
Q4 		$7.72K Hold
1,104
– – ﹤0.01% 4078
2025
Q3 		$7.68K Buy
1,104
+126
+13% +$831 ﹤0.01% 3558
2025
Q2 		$5.22K Sell
978
-90
-8% -$451 ﹤0.01% 3344
2025
Q1 		$5.46K Sell
1,068
-100
-9% -$513 ﹤0.01% 3016
2024
Q4 		$6.45K Hold
1,168
– – ﹤0.01% 2558
2024
Q3 		$6.82K Hold
1,168
– – ﹤0.01% 2524
2024
Q2 		$5.86K Hold
1,168
– – ﹤0.01% 2327
2024
Q1 		$5.83K Sell
1,168
-246
-17% -$1.24K ﹤0.01% 1998
2023
Q4 		$8.64K Buy
1,414
+1,377
+3,722% +$6.42K ﹤0.01% 1681
2023
Q3 		$157 Hold
37
– – ﹤0.01% 2501
2023
Q2 		$206 Buy
+37
New +$202 ﹤0.01% 2362

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Farther Finance Advisors's CIO Position: Q1 2026 in Review

Farther Finance Advisors sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 1,104 shares — an estimated $7.72K sold.

Farther Finance Advisors first reported a position in CIO in Q2 2023 and held it in 11 quarters. The position peaked at $8.64K in Q4 2023. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Farther Finance Advisors reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 1,104 City Office REIT shares in Q1 2026, an estimated $7.72K.
  • Farther Finance Advisors first reported a position in City Office REIT in Q2 2023 and held it in 11 quarters.
  • Farther Finance Advisors's City Office REIT position peaked at $8.64K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.