SWM
CIO

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

Sanctuary 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
Q4 		$1.15K Hold
208
– – ﹤0.01% 254
2024
Q3 		$1.22K Hold
208
– – ﹤0.01% 247
2024
Q2 		$1.04K Buy
+208
New +$1K ﹤0.01% 232

Other funds holding CIO

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sanctuary Wealth Management's CIO Position: Q4 2024 in Review

Sanctuary Wealth Management held its City Office REIT (CIO) position steady in Q4 2024 at 208 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Sanctuary Wealth Management first reported a position in CIO in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.22K in Q3 2024. 142 funds tracked by Wall St. Rank hold CIO as of Q4 2024.

  • Sanctuary Wealth Management held 208 shares of City Office REIT worth $1.15K as of Q4 2024.
  • Sanctuary Wealth Management left its City Office REIT share count unchanged in Q4 2024.
  • City Office REIT made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #254 holding.
  • Sanctuary Wealth Management first reported a position in City Office REIT in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's City Office REIT position peaked at $1.22K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held City Office REIT as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.