MassMutual Private Wealth & Trust’s City Office REIT CIO Stock Holding History

MassMutual Private Wealth & Trust’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	-629	Closed	-$4.4K	–	2410
2025 Q4	$4.4K	Hold	629	–	–	﹤0.01%	1732
2025 Q3	$4.38K	Sell	629 -76	-11%	-$501	﹤0.01%	1726
2025 Q2	$3.77K	Buy	+705	New	+$3.53K	﹤0.01%	1746

Other funds holding CIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

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

MassMutual Private Wealth & Trust's CIO Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 629 shares — an estimated $4.4K sold.

MassMutual Private Wealth & Trust first reported a position in CIO in Q2 2025 and held it in 3 quarters. The position peaked at $4.4K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 629 City Office REIT shares in Q1 2026, an estimated $4.4K.
MassMutual Private Wealth & Trust first reported a position in City Office REIT in Q2 2025 and held it in 3 quarters.
MassMutual Private Wealth & Trust's City Office REIT position peaked at $4.4K in Q4 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.