Focus Partners Wealth
CIO

Focus Partners Wealth’s City Office REIT CIO Stock Holding History

Focus Partners Wealth’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
-228,818
Closed -$1.6M – 2687
2025
Q4 		$1.6M Buy
+228,818
New +$1.58M ﹤0.01% 1428

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

Focus Partners Wealth's CIO Position: Q1 2026 in Review

Focus Partners Wealth sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 228,818 shares — an estimated $1.6M sold.

Focus Partners Wealth first reported a position in CIO in Q4 2025 and held it in 1 quarter. The position peaked at $1.6M in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Focus Partners Wealth reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 228,818 City Office REIT shares in Q1 2026, an estimated $1.6M.
  • Focus Partners Wealth first reported a position in City Office REIT in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's City Office REIT position peaked at $1.6M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.