Sound Income Strategies’s City Office REIT CIO Stock Holding History

Sound Income Strategies’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 Q4	–	Sell	-808	Closed	-$5.62K	–	2521
2025 Q3	$5.62K	Buy	+808	New	+$5.33K	﹤0.01%	1146

Other funds holding CIO

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

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

Sound Income Strategies's CIO Position: Q4 2025 in Review

Sound Income Strategies sold out of City Office REIT (CIO) in Q4 2025, closing a stake of 808 shares — an estimated $5.62K sold.

Sound Income Strategies first reported a position in CIO in Q3 2025 and held it in 1 quarter. The position peaked at $5.62K in Q3 2025. 152 funds tracked by Wall St. Rank hold CIO as of Q4 2025.

Sound Income Strategies reported no remaining City Office REIT position as of Q4 2025 after selling out during the quarter.
Sound Income Strategies sold 808 City Office REIT shares in Q4 2025, an estimated $5.62K.
Sound Income Strategies first reported a position in City Office REIT in Q3 2025 and held it in 1 quarter.
Sound Income Strategies's City Office REIT position peaked at $5.62K in Q3 2025.
152 funds tracked by Wall St. Rank held City Office REIT as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.