HIS
CIO

Harvest Investment Services’s City Office REIT CIO Stock Holding History

Harvest Investment Services’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
-16,339
Closed -$114K – 356
2025
Q4 		$114K Sell
16,339
-5,240
-24% -$36.3K 0.02% 322
2025
Q3 		$150K Buy
+21,579
New +$142K 0.03% 312

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

Harvest Investment Services's CIO Position: Q1 2026 in Review

Harvest Investment Services sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 16,339 shares — an estimated $114K sold.

Harvest Investment Services first reported a position in CIO in Q3 2025 and held it in 2 quarters. The position peaked at $150K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Harvest Investment Services reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 16,339 City Office REIT shares in Q1 2026, an estimated $114K.
  • Harvest Investment Services first reported a position in City Office REIT in Q3 2025 and held it in 2 quarters.
  • Harvest Investment Services's City Office REIT position peaked at $150K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.