Smartleaf Asset Management’s City Office REIT CIO Stock Holding History

Smartleaf Asset 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
2026 Q1	–	Sell	-487	Closed	-$3.39K	–	3533
2025 Q4	$3.39K	Hold	487	–	–	﹤0.01%	2828
2025 Q3	$3.38K	Buy	487 +433	+802%	+$2.86K	﹤0.01%	2478
2025 Q2	$292	Sell	54 -433	-89%	-$2.17K	﹤0.01%	2636
2025 Q1	$2.54K	Hold	487	–	–	﹤0.01%	2407
2024 Q4	$2.62K	Buy	487 +54	+12%	+$296	﹤0.01%	2455
2024 Q3	$2.56K	Buy	+433	New	+$2.45K	﹤0.01%	2398

Other funds holding CIO

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

Smartleaf Asset Management's CIO Position: Q1 2026 in Review

Smartleaf Asset Management sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 487 shares — an estimated $3.39K sold.

Smartleaf Asset Management first reported a position in CIO in Q3 2024 and held it in 6 quarters. The position peaked at $3.39K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Smartleaf Asset Management reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 487 City Office REIT shares in Q1 2026, an estimated $3.39K.
Smartleaf Asset Management first reported a position in City Office REIT in Q3 2024 and held it in 6 quarters.
Smartleaf Asset Management's City Office REIT position peaked at $3.39K in Q4 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.