Mackenzie Financial
CIO

Mackenzie Financial’s City Office REIT CIO Stock Holding History

Mackenzie Financial’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
2024
Q4 		– Sell
-21,081
Closed -$123K – 1713
2024
Q3 		$123K Buy
21,081
+4,367
+26% +$24.7K ﹤0.01% 1461
2024
Q2 		$83.2K Buy
+16,714
New +$80.3K ﹤0.01% 1452
2022
Q4 		– Sell
-16,405
Closed -$164K – 1464
2022
Q3 		$164K Buy
16,405
+208
+1% +$2.56K ﹤0.01% 1271
2022
Q2 		$210K Sell
16,197
-2,708
-14% -$38.3K ﹤0.01% 1265
2022
Q1 		$334K Buy
18,905
+3,908
+26% +$70.2K ﹤0.01% 1076
2021
Q4 		$296K Buy
+14,997
New +$276K ﹤0.01% 1153
2020
Q2 		– Sell
-16,550
Closed -$120K – 1028
2020
Q1 		$120K Buy
+16,550
New +$197K ﹤0.01% 1011

Other funds holding CIO

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mackenzie Financial's CIO Position: Q4 2024 in Review

Mackenzie Financial sold out of City Office REIT (CIO) in Q4 2024, closing a stake of 21,081 shares — an estimated $123K sold.

Mackenzie Financial first reported a position in CIO in Q1 2020 and held it in 7 quarters. The position peaked at $334K in Q1 2022. 142 funds tracked by Wall St. Rank hold CIO as of Q4 2024.

  • Mackenzie Financial reported no remaining City Office REIT position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 21,081 City Office REIT shares in Q4 2024, an estimated $123K.
  • Mackenzie Financial first reported a position in City Office REIT in Q1 2020 and held it in 7 quarters.
  • Mackenzie Financial's City Office REIT position peaked at $334K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held City Office REIT as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.