SGI
CIO

Summit Global Investments’s City Office REIT CIO Stock Holding History

Summit Global Investments’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
-11,009
Closed -$57K – 473
2025
Q1 		$57K Buy
+11,009
New +$56.5K ﹤0.01% 424
2023
Q3 		– Sell
-26,900
Closed -$150K – 522
2023
Q2 		$150K Buy
+26,900
New +$147K 0.01% 514
2022
Q4 		– Sell
-83,600
Closed -$833K – 460
2022
Q3 		$833K Buy
83,600
+23,000
+38% +$284K 0.08% 219
2022
Q2 		$785K Buy
60,600
+33,200
+121% +$470K 0.07% 254
2022
Q1 		$484K Sell
27,400
-6,300
-19% -$113K 0.04% 336
2021
Q4 		$665K Buy
+33,700
New +$619K 0.04% 302

Other funds holding CIO

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's CIO Position: Q2 2025 in Review

Summit Global Investments sold out of City Office REIT (CIO) in Q2 2025, closing a stake of 11,009 shares — an estimated $57K sold.

Summit Global Investments first reported a position in CIO in Q4 2021 and held it in 6 quarters. The position peaked at $833K in Q3 2022. 127 funds tracked by Wall St. Rank hold CIO as of Q2 2025.

  • Summit Global Investments reported no remaining City Office REIT position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 11,009 City Office REIT shares in Q2 2025, an estimated $57K.
  • Summit Global Investments first reported a position in City Office REIT in Q4 2021 and held it in 6 quarters.
  • Summit Global Investments's City Office REIT position peaked at $833K in Q3 2022.
  • 127 funds tracked by Wall St. Rank held City Office REIT as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.