TWD
CIO

True Wealth Design’s City Office REIT CIO Stock Holding History

True Wealth Design’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
-17
Closed -$119 – 2725
2025
Q4 		$119 Hold
17
– – ﹤0.01% 2306
2025
Q3 		$119 Hold
17
– – ﹤0.01% 2418
2025
Q2 		$91 Hold
17
– – ﹤0.01% 2262
2025
Q1 		$89 Buy
+17
New +$87 ﹤0.01% 2231
2024
Q4 		– Sell
-1,605
Closed -$9.37K – 1388
2024
Q3 		$9.37K Buy
1,605
+28
+2% +$158 ﹤0.01% 434
2024
Q2 		$7.85K Buy
1,577
+34
+2% +$163 ﹤0.01% 252
2024
Q1 		$8.04K Buy
1,543
+667
+76% +$3.36K ﹤0.01% 255
2023
Q4 		$5.35K Sell
876
-601
-41% -$2.8K ﹤0.01% 263
2023
Q3 		$6.28K Buy
1,477
+25
+2% +$128 ﹤0.01% 221
2023
Q2 		$8.09K Buy
1,452
+46
+3% +$251 ﹤0.01% 224
2023
Q1 		$9.7K Buy
1,406
+29
+2% +$245 ﹤0.01% 243
2022
Q4 		$11.5K Buy
+1,377
New +$13.2K 0.01% 209

Other funds holding CIO

IA
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

True Wealth Design's CIO Position: Q1 2026 in Review

True Wealth Design sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 17 shares — an estimated $119 sold.

True Wealth Design first reported a position in CIO in Q4 2022 and held it in 12 quarters. The position peaked at $11.5K in Q4 2022. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • True Wealth Design reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 17 City Office REIT shares in Q1 2026, an estimated $119.
  • True Wealth Design first reported a position in City Office REIT in Q4 2022 and held it in 12 quarters.
  • True Wealth Design's City Office REIT position peaked at $11.5K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.