Skip to main content
Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CTO holding history

CTO Realty Growth, Inc. in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTO overviewAll 13F holders of CTOFull Q2 2026 holdings

Shares (Q2 2026)
10,884
Value
$234.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of CTO by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,884$234.1K<0.1%+12+0.1%AddedHolders
Q1 202610,872$201.0K<0.1%00.0%UnchangedHolders
Q4 202510,872$200.2K<0.1%−217−2.0%ReducedHolders
Q3 202511,089$180.8K<0.1%00.0%UnchangedHolders
Q2 202511,089$191.4K<0.1%00.0%UnchangedHolders
Q1 202511,089$214.1K<0.1%00.0%UnchangedHolders
Q4 202411,089$218.6K<0.1%−8−0.1%ReducedHolders
Q3 202411,097$211.1K<0.1%+225+2.1%AddedHolders
Q2 202410,872$189.8K<0.1%00.0%UnchangedHolders
Q1 202410,872$184.3K<0.1%−711−6.1%ReducedHolders
Q4 202311,583$200.7K<0.1%00.0%UnchangedHolders
Q3 202311,583$187.8K<0.1%00.0%UnchangedHolders
Q2 202311,583$198.5K<0.1%00.0%UnchangedHolders
Q1 202311,583$199.9K<0.1%−6−0.1%ReducedHolders
Q4 202211,589$211.8K<0.1%+6+0.1%AddedHolders
Q3 202211,583$217.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20223,861$236.0K<0.1%00.0%UnchangedHolders
Q1 20223,861$256.0K<0.1%+3,861NewHolders