RIL
CIO

Rothschild Investment LLC’s City Office REIT CIO Stock Holding History

Rothschild Investment LLC’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
-325
Closed -$2.27K – 3620
2025
Q4 		$2.27K Hold
325
– – ﹤0.01% 2300
2025
Q3 		$2.26K Sell
325
-90
-22% -$594 ﹤0.01% 2155
2025
Q2 		$2.22K Buy
415
+315
+315% +$1.58K ﹤0.01% 2005
2025
Q1 		$519 Hold
100
– – ﹤0.01% 2601
2024
Q4 		$552 Buy
100
+50
+100% +$274 ﹤0.01% 2494
2024
Q3 		$292 Hold
50
– – ﹤0.01% 2616
2024
Q2 		$249 Buy
+50
New +$240 ﹤0.01% 2395

Other funds holding CIO

IA
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

Rothschild Investment LLC's CIO Position: Q1 2026 in Review

Rothschild Investment LLC sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 325 shares — an estimated $2.27K sold.

Rothschild Investment LLC first reported a position in CIO in Q2 2024 and held it in 7 quarters. The position peaked at $2.27K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Rothschild Investment LLC reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 325 City Office REIT shares in Q1 2026, an estimated $2.27K.
  • Rothschild Investment LLC first reported a position in City Office REIT in Q2 2024 and held it in 7 quarters.
  • Rothschild Investment LLC's City Office REIT position peaked at $2.27K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.