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CTO Realty Growth, Inc.

CTO
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000023795

No open-market purchases or sales by CTO Realty Growth, Inc. insiders were filed in the last 90 days; 219 institutions reported holding it in 13F filings for Q2 2026, worth $537.0M in total; no superinvestor holds it.

Other share classesCTO.PA

13F holders, Q3 2021

Institutional positions in CTO Realty Growth, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
102
+3 vs. Q2 2021
Shares held
3.50M
−14.2K (−0.4%) vs. Q2 2021
Total value
$188.1M
+$902.7K (+0.5%) vs. Q2 2021
New holders
9
34 more added
Sold out
6
37 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 102 institutions
Q1 2021: 101 institutionsQ2 2021: 99 institutionsQ3 2021: 102 institutionsQ4 2021: 110 institutionsQ1 2022: 126 institutionsQ2 2022: 126 institutionsQ3 2022: 128 institutionsQ4 2022: 151 institutionsQ1 2023: 135 institutionsQ2 2023: 131 institutionsQ3 2023: 130 institutionsQ4 2023: 135 institutionsQ1 2024: 137 institutionsQ2 2024: 140 institutionsQ3 2024: 182 institutionsQ4 2024: 185 institutionsQ1 2025: 181 institutionsQ2 2025: 171 institutionsQ3 2025: 177 institutionsQ4 2025: 199 institutionsQ1 2026: 198 institutionsQ2 2026: 219 institutions
Value heldQ3 2021: $188.1M
Q1 2021: $180.5MQ2 2021: $187.2MQ3 2021: $188.1MQ4 2021: $211.6MQ1 2022: $236.3MQ2 2022: $214.8MQ3 2022: $203.3MQ4 2022: $262.7MQ1 2023: $251.1MQ2 2023: $240.0MQ3 2023: $219.5MQ4 2023: $239.3MQ1 2024: $232.1MQ2 2024: $243.7MQ3 2024: $365.1MQ4 2024: $447.5MQ1 2025: $421.5MQ2 2025: $353.7MQ3 2025: $335.6MQ4 2025: $378.0MQ1 2026: $388.4MQ2 2026: $537.0M
Institutions holding CTO and their total value by quarter
QuarterHoldersValue
Q2 2026219$537.0M
Q1 2026198$388.4M
Q4 2025199$378.0M
Q3 2025177$335.6M
Q2 2025171$353.7M
Q1 2025181$421.5M
Q4 2024185$447.5M
Q3 2024182$365.1M
Q2 2024140$243.7M
Q1 2024137$232.1M
Q4 2023135$239.3M
Q3 2023130$219.5M
Q2 2023131$240.0M
Q1 2023135$251.1M
Q4 2022151$262.7M
Q3 2022128$203.3M
Q2 2022126$214.8M
Q1 2022126$236.3M
Q4 2021110$211.6M
Q3 2021102$188.1M
Q2 202199$187.2M
Q1 2021101$180.5M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q2 2021.

Institutions holding CTO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.5$00.00%+5New
O'Shaughnessy Asset Management, LLC12$1.00K0.00%00.0%Unchanged
Signaturefd, LLC54$3.00K0.00%+44+440.0%Added
Geneos Wealth Management Inc.77$4.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.203$11.0K0.01%+203New
Legal & General Group Plc462$25.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.466$25.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC480$26.0K0.00%−13−2.6%Reduced
Hoese & Co LLP494$27.0K0.03%00.0%Unchanged
Lazard Asset Management LLC656$35.0K0.00%−48−6.8%Reduced
Citigroup Inc667$36.0K0.00%+388+139.1%Added
Daiwa Securities Group Inc.1,220$66.0K0.00%+20+1.7%Added
Nisa Investment Advisors, LLC1,259$68.0K0.00%00.0%Unchanged
STRS Ohio1,400$75.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,805$97.0K0.00%+316+21.2%Added
Metropolitan Life Insurance Co1,991$107.0K0.00%+1,612+425.3%Added
MetLife Investment Management2,109$113.4K0.00%+2,109New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,203$118.0K0.00%00.0%Unchanged
JPMorgan Chase & Co2,275$122.0K0.00%−505−18.2%Reduced
Advisor Group Holdings, Inc.2,738$147.0K0.00%−1,229−31.0%Reduced
UBS Group AG3,125$168.0K0.00%+513+19.6%Added
California State Teachers Retirement System3,155$170.0K0.00%−4,893−60.8%Reduced
American International Group, Inc.3,196$172.0K0.00%−76−2.3%Reduced
Deutsche Bank AG3,362$181.0K0.00%−436−11.5%Reduced
The PNC Financial Services Group, Inc.3,390$182.0K0.00%+54+1.6%Added
SG Americas Securities, LLC3,535$190.0K0.00%+3,535New
Wealth Architects, LLC3,797$204.0K0.04%00.0%Unchanged
Royal Bank of Canada3,840$206.0K0.00%−3,352−46.6%Reduced
Price T Rowe Associates Inc4,208$226.0K0.00%−1,100−20.7%Reduced
LPL Financial LLC4,199$226.0K0.00%+4,199New
Manufacturers Life Insurance Company, The4,272$230.0K0.00%−250−5.5%Reduced
New York State Common Retirement Fund4,451$239.0K0.00%−1,900−29.9%Reduced
Gsa Capital Partners LLP4,658$250.0K0.03%−2,113−31.2%Reduced
Nomura Asset Management Co Ltd4,660$250.5K0.00%+400+9.4%Added
B. Riley Wealth Management, Inc.4,844$260.0K0.02%−5,200−51.8%Reduced
Capital Square, LLC4,888$267.0K0.19%+6+0.1%Added
Arnhold LLC5,144$277.0K0.03%00.0%Unchanged
Cove Street Capital, LLC5,603$301.0K0.04%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,863$315.0K0.01%+4,488+326.4%Added
Boston Partners5,957$320.0K0.00%−8,445−58.6%Reduced
Truist Financial Corp6,200$333.0K0.00%+6,200New
Globeflex Capital L P6,234$335.0K0.07%−7,916−55.9%Reduced
Public Employees Retirement System of Ohio6,305$339.0K0.00%00.0%Unchanged
Renaissance Technologies LLC6,667$358.0K0.00%−19,500−74.5%Reduced
Parametric Portfolio Associates LLC6,729$362.0K0.00%+1,539+29.7%Added
HSBC Holdings PLC6,832$367.0K0.00%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.7,881$424.0K0.00%00.0%Unchanged
Worth Venture Partners, LLC7,930$426.0K0.19%+1,475+22.9%Added
ZWJ Investment Counsel Inc8,219$442.0K0.03%00.0%Unchanged
Raymond James & Associates8,322$447.0K0.00%+975+13.3%Added
US Bancorp8,486$456.0K0.00%00.0%Unchanged
IndexIQ Advisors LLC8,644$465.0K0.02%+865+11.1%Added
Millennium Management LLC8,734$470.0K0.00%+8,734New
First Trust Advisors LP9,472$509.0K0.00%+9,472New
RiverPark Advisors, LLC10,209$549.0K0.07%+1,004+10.9%Added
Asset Management One Co.,Ltd.10,324$555.0K0.00%−1,098−9.6%Reduced
Invesco Ltd.10,500$565.0K0.00%+717+7.3%Added
Bank of America Corp11,825$635.0K0.00%−197−1.6%Reduced
Principal Financial Group Inc12,317$662.0K0.00%−90−0.7%Reduced
Neuberger Berman Group LLC14,274$767.0K0.00%00.0%Unchanged
Ingalls & Snyder LLC14,854$799.0K0.04%00.0%Unchanged
Charles Schwab Investment Management Inc15,283$822.0K0.00%+463+3.1%Added
Goldman Sachs Group Inc17,733$954.0K0.00%+1,775+11.1%Added
Investment Management of Virginia LLC18,331$985.0K0.19%00.0%Unchanged
Third Avenue Management LLC19,293$1.04M0.14%00.0%Unchanged
Bridgeway Capital Management, LLC20,847$1.12M0.02%−3,700−15.1%Reduced
Gamco Investors, Inc. Et Al23,058$1.24M0.01%+674+3.0%Added
Naples Global Advisors, LLC23,830$1.28M0.17%+4,605+24.0%Added
First Foundation Advisors24,535$1.32M0.05%+14,484+144.1%Added
Nuveen Asset Management, LLC26,029$1.40M0.00%−1,009−3.7%Reduced
Mraz, Amerine & Associates, Inc.28,132$1.51M0.41%−475−1.7%Reduced
Cohanzick Management, LLC28,875$1.55M0.37%+2,017+7.5%Added
Kennedy Capital Management, Inc.29,342$1.58M0.04%−3,237−9.9%Reduced
Rhumbline Advisers30,350$1.63M0.00%+21,588+246.4%Added
Dean Capital Management31,480$1.69M1.56%−4,333−12.1%Reduced
Boothbay Fund Management, LLC31,655$1.70M0.07%00.0%Unchanged
LSV Asset Management33,000$1.77M0.00%+33,000New
Morgan Stanley33,080$1.78M0.00%+3,402+11.5%Added
Two Sigma Investments, LP34,314$1.84M0.00%−11,308−24.8%Reduced
Two Sigma Advisers, LP37,267$2.00M0.01%−12,700−25.4%Reduced
Elkhorn Partners Limited Partnership38,257$2.06M1.24%−3,900−9.3%Reduced
Mutual of America Capital Management LLC38,365$2.06M0.02%−118−0.3%Reduced
Jacobs Levy Equity Management, Inc40,219$2.16M0.01%−2,238−5.3%Reduced
Prudential Financial Inc47,302$2.54M0.00%+1,250+2.7%Added
Dean Investment Associates, LLC48,571$2.61M0.49%−6,090−11.1%Reduced
Bank of New York Mellon Corp49,503$2.66M0.00%+5,767+13.2%Added
Franklin Resources Inc54,032$2.90M0.00%+970+1.8%Added
Northern Trust Corp63,547$3.42M0.00%−3,636−5.4%Reduced
Magnetar Financial LLC69,946$3.76M0.04%−23,887−25.5%Reduced
Wells Fargo & Company77,944$4.19M0.00%+36,139+86.4%Added
Geode Capital Management, LLC101,877$5.48M0.00%−84−0.1%Reduced
State Street Corp119,060$6.40M0.00%+6,244+5.5%Added
Deprince Race & Zollo Inc119,597$6.43M0.17%−28,638−19.3%Reduced
Ancora Advisors, LLC123,372$6.63M0.17%+35,952+41.1%Added
Brown Advisory Inc124,032$6.67M0.01%+34,094+37.9%Added
Grace & White Inc130,626$7.02M1.34%00.0%Unchanged
Carlson Capital L P137,308$7.38M0.39%+5,308+4.0%Added
Dimensional Fund Advisors LP156,357$8.41M0.00%−57,794−27.0%Reduced
Russell Investments Group, Ltd.172,560$9.27M0.02%−8,429−4.7%Reduced
Chilton Capital Management LLC186,826$10.0M0.57%+4,894+2.7%Added