Transamerica Financial Advisors’s City Office REIT CIO Stock Holding History

Transamerica Financial Advisors’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	-14	Closed	-$98	–	1971
2025 Q4	$98	Buy	+14	New	+$97	﹤0.01%	1664

Other funds holding CIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Transamerica Financial Advisors's CIO Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 14 shares — an estimated $98 sold.

Transamerica Financial Advisors first reported a position in CIO in Q4 2025 and held it in 1 quarter. The position peaked at $98 in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Transamerica Financial Advisors reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 14 City Office REIT shares in Q1 2026, an estimated $98.
Transamerica Financial Advisors first reported a position in City Office REIT in Q4 2025 and held it in 1 quarter.
Transamerica Financial Advisors's City Office REIT position peaked at $98 in Q4 2025.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.