UBS AM
CIO

UBS AM’s City Office REIT CIO Stock Holding History

UBS AM’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
-1,366
Closed -$9.55K – 3820
2025
Q4 		$9.55K Buy
+1,366
New +$9.46K ﹤0.01% 2861
2023
Q3 		– Sell
-51,490
Closed -$355K – 2611
2023
Q2 		$355K Hold
51,490
– – ﹤0.01% 2426
2023
Q1 		$355K Buy
51,490
+7,195
+16% +$60.8K ﹤0.01% 2426
2022
Q4 		$371K Buy
44,295
+845
+2% +$8.13K ﹤0.01% 2288
2022
Q3 		$433K Sell
43,450
-4,600
-10% -$56.7K ﹤0.01% 2392
2022
Q2 		$622K Sell
48,050
-7,075
-13% -$100K ﹤0.01% 2213
2022
Q1 		$974K Hold
55,125
– – ﹤0.01% 2162
2021
Q4 		$1.09M Buy
55,125
+17,603
+47% +$323K ﹤0.01% 2171
2021
Q3 		$670K Hold
37,522
– – ﹤0.01% 2359
2021
Q2 		$466K Buy
37,522
+3,122
+9% +$36.2K ﹤0.01% 2565
2021
Q1 		$365K Sell
34,400
-16,200
-32% -$165K ﹤0.01% 2461
2020
Q4 		$494K Hold
50,600
– – ﹤0.01% 2302
2020
Q3 		$381K Sell
50,600
-1,352
-3% -$11.7K ﹤0.01% 2246
2020
Q2 		$523K Buy
51,952
+11,895
+30% +$110K ﹤0.01% 2113
2020
Q1 		$290K Sell
40,057
-13,260
-25% -$157K ﹤0.01% 2169
2019
Q4 		$721K Buy
+53,317
New +$712K ﹤0.01% 2080

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

UBS AM's CIO Position: Q1 2026 in Review

UBS AM sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 1,366 shares — an estimated $9.55K sold.

UBS AM first reported a position in CIO in Q4 2019 and held it in 16 quarters. The position peaked at $1.09M in Q4 2021. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • UBS AM reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • UBS AM sold 1,366 City Office REIT shares in Q1 2026, an estimated $9.55K.
  • UBS AM first reported a position in City Office REIT in Q4 2019 and held it in 16 quarters.
  • UBS AM's City Office REIT position peaked at $1.09M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.