KAS
CIO

Kestra Advisory Services’s City Office REIT CIO Stock Holding History

Kestra Advisory 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
-24,010
Closed -$168K – 3333
2025
Q4 		$168K Sell
24,010
-7,230
-23% -$50K ﹤0.01% 3035
2025
Q3 		$217K Buy
+31,240
New +$206K ﹤0.01% 2686

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

Kestra Advisory Services's CIO Position: Q1 2026 in Review

Kestra Advisory Services sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 24,010 shares — an estimated $168K sold.

Kestra Advisory Services first reported a position in CIO in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Kestra Advisory Services reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 24,010 City Office REIT shares in Q1 2026, an estimated $168K.
  • Kestra Advisory Services first reported a position in City Office REIT in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's City Office REIT position peaked at $217K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.