Founders Capital Management (Texas)’s City Office REIT CIO Stock Holding History

Founders Capital Management (Texas)’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 Q3	–	Sell	-1,000	Closed	-$5.34K	–	399
2025 Q2	$5.34K	Hold	1,000	–	–	﹤0.01%	314
2025 Q1	$5.19K	Hold	1,000	–	–	﹤0.01%	306
2024 Q4	$5.52K	Hold	1,000	–	–	﹤0.01%	304
2024 Q3	$5.84K	Hold	1,000	–	–	﹤0.01%	310
2024 Q2	$4.98K	Hold	1,000	–	–	﹤0.01%	315
2024 Q1	$5.21K	Hold	1,000	–	–	﹤0.01%	311
2023 Q4	$6.11K	Sell	1,000 -1,000	-50%	-$4.66K	﹤0.01%	319
2023 Q3	$8.5K	Hold	2,000	–	–	0.01%	305
2023 Q2	$11.1K	Hold	2,000	–	–	0.01%	299
2023 Q1	$14K	Hold	2,000	–	–	0.01%	277
2022 Q4	$17K	Buy	2,000 +1,000	+100%	+$9.62K	0.01%	244
2022 Q3	$10K	Hold	1,000	–	–	0.01%	295
2022 Q2	$13K	Buy	+1,000	New	+$14.1K	0.01%	278

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

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

Founders Capital Management (Texas)'s CIO Position: Q3 2025 in Review

Founders Capital Management (Texas) sold out of City Office REIT (CIO) in Q3 2025, closing a stake of 1,000 shares — an estimated $5.34K sold.

Founders Capital Management (Texas) first reported a position in CIO in Q2 2022 and held it in 13 quarters. The position peaked at $17K in Q4 2022. 147 funds tracked by Wall St. Rank hold CIO as of Q3 2025.

Founders Capital Management (Texas) reported no remaining City Office REIT position as of Q3 2025 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,000 City Office REIT shares in Q3 2025, an estimated $5.34K.
Founders Capital Management (Texas) first reported a position in City Office REIT in Q2 2022 and held it in 13 quarters.
Founders Capital Management (Texas)'s City Office REIT position peaked at $17K in Q4 2022.
147 funds tracked by Wall St. Rank held City Office REIT as of Q3 2025.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2025, filed 13 Nov 2025.