HighTower Advisors
CIO

HighTower Advisors’s City Office REIT CIO Stock Holding History

HighTower 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
2022
Q4 		– Sell
-22,000
Closed -$220K – 3370
2022
Q3 		$220K Sell
22,000
-4,051
-16% -$50K ﹤0.01% 2541
2022
Q2 		$337K Sell
26,051
-139
-0.5% -$1.97K ﹤0.01% 2280
2022
Q1 		$463K Sell
26,190
-19,405
-43% -$349K ﹤0.01% 2220
2021
Q4 		$899K Buy
45,595
+21,503
+89% +$395K ﹤0.01% 1820
2021
Q3 		$431K Sell
24,092
-4,908
-17% -$71.4K ﹤0.01% 2156
2021
Q2 		$361K Buy
29,000
+4,587
+19% +$53.1K ﹤0.01% 2243
2021
Q1 		$259K Hold
24,413
– – ﹤0.01% 2400
2020
Q4 		$238K Buy
+24,413
New +$201K ﹤0.01% 2085

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's CIO Position: Q4 2022 in Review

HighTower Advisors sold out of City Office REIT (CIO) in Q4 2022, closing a stake of 22,000 shares — an estimated $220K sold.

HighTower Advisors first reported a position in CIO in Q4 2020 and held it in 8 quarters. The position peaked at $899K in Q4 2021. 152 funds tracked by Wall St. Rank hold CIO as of Q4 2022.

  • HighTower Advisors reported no remaining City Office REIT position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 22,000 City Office REIT shares in Q4 2022, an estimated $220K.
  • HighTower Advisors first reported a position in City Office REIT in Q4 2020 and held it in 8 quarters.
  • HighTower Advisors's City Office REIT position peaked at $899K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held City Office REIT as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.