Private Wealth Management Group’s City Office REIT CIO Stock Holding History

Private Wealth Management Group’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	-110	Closed	-$769	–	1456
2025 Q4	$769	Hold	110	–	–	﹤0.01%	1317
2025 Q3	$766	Hold	110	–	–	﹤0.01%	1341
2025 Q2	$588	Hold	110	–	–	﹤0.01%	1394
2025 Q1	$571	Hold	110	–	–	﹤0.01%	1379
2024 Q4	$608	Hold	110	–	–	﹤0.01%	1410
2024 Q3	$643	Hold	110	–	–	﹤0.01%	1384
2024 Q2	$548	Hold	110	–	–	﹤0.01%	1425
2024 Q1	$574	Hold	110	–	–	﹤0.01%	1413
2023 Q4	$673	Buy	+110	New	+$513	﹤0.01%	1392

Other funds holding CIO

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

Private Wealth Management Group's CIO Position: Q1 2026 in Review

Private Wealth Management Group sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 110 shares — an estimated $769 sold.

Private Wealth Management Group first reported a position in CIO in Q4 2023 and held it in 9 quarters. The position peaked at $769 in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Private Wealth Management Group reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 110 City Office REIT shares in Q1 2026, an estimated $769.
Private Wealth Management Group first reported a position in City Office REIT in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's City Office REIT position peaked at $769 in Q4 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.