MWM
CIO

Moran Wealth Management’s City Office REIT CIO Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-21,934
Closed -$134K – 418
2023
Q4 		$134K Sell
21,934
-283
-1% -$1.32K ﹤0.01% 410
2023
Q3 		$94.4K Buy
22,217
+7,111
+47% +$36.5K ﹤0.01% 363
2023
Q2 		$84.1K Buy
+15,106
New +$82.4K ﹤0.01% 377

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moran Wealth Management's CIO Position: Q1 2024 in Review

Moran Wealth Management sold out of City Office REIT (CIO) in Q1 2024, closing a stake of 21,934 shares — an estimated $134K sold.

Moran Wealth Management first reported a position in CIO in Q2 2023 and held it in 3 quarters. The position peaked at $134K in Q4 2023. 127 funds tracked by Wall St. Rank hold CIO as of Q1 2024.

  • Moran Wealth Management reported no remaining City Office REIT position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 21,934 City Office REIT shares in Q1 2024, an estimated $134K.
  • Moran Wealth Management first reported a position in City Office REIT in Q2 2023 and held it in 3 quarters.
  • Moran Wealth Management's City Office REIT position peaked at $134K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held City Office REIT as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.