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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return