WIC
CIO

Water Island Capital’s City Office REIT CIO Stock Holding History

Water Island Capital’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
-61,498
Closed -$430K – 106
2025
Q4 		$430K Buy
61,498
+7,181
+13% +$49.7K 0.05% 85
2025
Q3 		$378K Buy
+54,317
New +$358K 0.05% 81

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return