Physician Wealth Advisors’s City Office REIT CIO Stock Holding History

Physician Wealth 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 Q1	–	Sell	-205	Closed	-$1.43K	–	2091
2025 Q4	$1.43K	Hold	205	–	–	﹤0.01%	1438
2025 Q3	$1.43K	Hold	205	–	–	﹤0.01%	1376
2025 Q2	$1.09K	Buy	+205	New	+$1.03K	﹤0.01%	1355

Other funds holding CIO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

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

Physician Wealth Advisors's CIO Position: Q1 2026 in Review

Physician Wealth Advisors sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 205 shares — an estimated $1.43K sold.

Physician Wealth Advisors first reported a position in CIO in Q2 2025 and held it in 3 quarters. The position peaked at $1.43K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Physician Wealth Advisors reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 205 City Office REIT shares in Q1 2026, an estimated $1.43K.
Physician Wealth Advisors first reported a position in City Office REIT in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's City Office REIT position peaked at $1.43K in Q4 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.