W
CIO

WealthCollab’s City Office REIT CIO Stock Holding History

WealthCollab’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
Q4 		– Sell
-1,123
Closed -$7.82K – 1036
2025
Q3 		$7.82K Hold
1,123
– – ﹤0.01% 586
2025
Q2 		$6K Hold
1,123
– – ﹤0.01% 595
2025
Q1 		$5.83K Hold
1,123
– – ﹤0.01% 589
2024
Q4 		$6.2K Hold
1,123
– – ﹤0.01% 552
2024
Q3 		$6.56K Hold
1,123
– – ﹤0.01% 553
2024
Q2 		$5.59K Hold
1,123
– – ﹤0.01% 562
2024
Q1 		$5.85K Hold
1,123
– – ﹤0.01% 550
2023
Q4 		$6.86K Buy
+1,123
New +$5.24K 0.01% 498

Other funds holding CIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $138M AUM 84.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return