IFP Advisors’s City Office REIT CIO Stock Holding History

IFP 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
2026 Q2	–	Sell	-106	Closed	-$741	–	5163
2026 Q1	$741	Buy	106 +3	+3%	+$21	﹤0.01%	4312
2025 Q4	$720	Sell	103 -2	-2%	-$14	﹤0.01%	4177
2025 Q3	$731	Buy	105 +45	+75%	+$297	﹤0.01%	4051
2025 Q2	$384	Buy	+60	New	+$301	﹤0.01%	4498
2023 Q1	–	Sell	-1,020	Closed	-$12K	–	3546
2022 Q4	$12K	Buy	+1,020	New	+$9.81K	﹤0.01%	3251
2020 Q1	–	Sell	-3,050	Closed	-$36.2K	–	2788
2019 Q4	$41K	Hold	3,050	–	–	﹤0.01%	1336
2019 Q3	$44K	Buy	+3,050	New	+$39.8K	﹤0.01%	1421
2019 Q1	–	Sell	-3,050	Closed	-$31K	–	2517
2018 Q4	$31K	Hold	3,050	–	–	﹤0.01%	1882
2018 Q3	$38K	Hold	3,050	–	–	﹤0.01%	2044
2018 Q2	$39K	Hold	3,050	–	–	﹤0.01%	2066
2018 Q1	$40K	Hold	3,050	–	–	﹤0.01%	1943
2017 Q4	$40K	Hold	3,050	–	–	﹤0.01%	1963
2017 Q3	$42K	Hold	3,050	–	–	﹤0.01%	2091
2017 Q2	$39K	Hold	3,050	–	–	﹤0.01%	2132
2017 Q1	$37K	Buy	+3,050	New	+$38.4K	﹤0.01%	2103

IFP Advisors's CIO Position: Q2 2026 in Review

IFP Advisors sold out of City Office REIT (CIO) in Q2 2026, closing a stake of 106 shares — an estimated $741 sold.

IFP Advisors first reported a position in CIO in Q1 2017 and held it in 15 quarters. The position peaked at $44K in Q3 2019. 0 funds tracked by Wall St. Rank hold CIO as of Q2 2026.

IFP Advisors reported no remaining City Office REIT position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 106 City Office REIT shares in Q2 2026, an estimated $741.
IFP Advisors first reported a position in City Office REIT in Q1 2017 and held it in 15 quarters.
IFP Advisors's City Office REIT position peaked at $44K in Q3 2019.
0 funds tracked by Wall St. Rank held City Office REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.