Rise Advisors’s City Office REIT CIO Stock Holding History

Rise 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
2025 Q2	–	Sell	-200	Closed	-$1.04K	–	1568
2025 Q1	$1.04K	Buy	+200	New	+$1.03K	﹤0.01%	1247

Other funds holding CIO

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's CIO Position: Q2 2025 in Review

Rise Advisors sold out of City Office REIT (CIO) in Q2 2025, closing a stake of 200 shares — an estimated $1.04K sold.

Rise Advisors first reported a position in CIO in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 127 funds tracked by Wall St. Rank hold CIO as of Q2 2025.

Rise Advisors reported no remaining City Office REIT position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 200 City Office REIT shares in Q2 2025, an estimated $1.04K.
Rise Advisors first reported a position in City Office REIT in Q1 2025 and held it in 1 quarter.
Rise Advisors's City Office REIT position peaked at $1.04K in Q1 2025.
127 funds tracked by Wall St. Rank held City Office REIT as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.