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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, Q4 2021

Institutional positions in CTO Realty Growth, Inc. as of Dec 31, 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
110
+8 vs. Q3 2021
Shares held
3.45M
−53.9K (−1.5%) vs. Q3 2021
Total value
$211.6M
+$23.5M (+12.5%) vs. Q3 2021
New holders
14
34 more added
Sold out
6
36 more reduced

Compare with Q3 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 holdersQ4 2021: 110 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 heldQ4 2021: $211.6M
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, Q4 2021

Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q3 2021.

Institutions holding CTO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC2$00.00%+2New
Toronto Dominion Bank1$00.00%+1New
Parallel Advisors, LLC31$2.00K0.00%+31New
Beaird Harris Wealth Management, LLC50$3.00K0.00%+50New
Geneos Wealth Management Inc.77$4.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC60$4.00K0.00%+60New
Quadrant Capital Group LLC57$4.00K0.00%+57New
Signaturefd, LLC83$5.00K0.00%+29+53.7%Added
CWM, LLC142$9.00K0.00%+142New
Total Clarity Wealth Management, Inc.209$13.0K0.01%+6+3.0%Added
Legal & General Group Plc462$28.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.466$29.0K0.00%00.0%Unchanged
Hoese & Co LLP494$30.0K0.03%00.0%Unchanged
Copeland Capital Management, LLC494$30.0K0.00%+14+2.9%Added
Tower Research Capital LLC (TRC)569$35.0K0.00%−1,236−68.5%Reduced
Lazard Asset Management LLC796$48.0K0.00%+140+21.3%Added
Nisa Investment Advisors, LLC1,259$74.0K0.00%00.0%Unchanged
STRS Ohio1,400$85.0K0.00%00.0%Unchanged
Citigroup Inc1,487$91.0K0.00%+820+122.9%Added
Daiwa Securities Group Inc.1,733$106.0K0.00%+513+42.0%Added
Metropolitan Life Insurance Co1,988$122.1K0.00%−3−0.2%Reduced
MetLife Investment Management2,109$129.5K0.00%00.0%Unchanged
Denali Advisors LLC2,200$135.0K0.05%+2,200New
JPMorgan Chase & Co2,275$139.0K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,203$139.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,345$144.0K0.00%−393−14.4%Reduced
The PNC Financial Services Group, Inc.3,104$191.0K0.00%−286−8.4%Reduced
American International Group, Inc.3,108$191.0K0.00%−88−2.8%Reduced
California State Teachers Retirement System3,155$194.0K0.00%00.0%Unchanged
B. Riley Wealth Management, Inc.3,404$209.0K0.01%−1,440−29.7%Reduced
Deutsche Bank AG3,552$218.0K0.00%+190+5.7%Added
AQR Capital Management LLC3,614$222.0K0.00%+3,614New
Ameriprise Financial Inc3,768$231.0K0.00%+3,768New
Wealth Architects, LLC3,797$233.0K0.04%00.0%Unchanged
Manufacturers Life Insurance Company, The4,087$251.0K0.00%−185−4.3%Reduced
Price T Rowe Associates Inc4,139$254.0K0.00%−69−1.6%Reduced
New York State Common Retirement Fund4,451$273.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd4,660$286.2K0.00%00.0%Unchanged
Arnhold LLC5,144$314.0K0.04%00.0%Unchanged
Capital Square, LLC5,456$334.0K0.23%+568+11.6%Added
Parametric Portfolio Associates LLC5,844$359.0K0.00%−885−13.2%Reduced
Truist Financial Corp6,200$381.0K0.00%00.0%Unchanged
Globeflex Capital L P6,234$383.0K0.08%00.0%Unchanged
Royal Bank of Canada6,265$384.0K0.00%+2,425+63.2%Added
Public Employees Retirement System of Ohio6,305$387.0K0.00%00.0%Unchanged
Cove Street Capital, LLC6,783$417.0K0.07%+1,180+21.1%Added
HSBC Holdings PLC6,832$418.0K0.00%00.0%Unchanged
LPL Financial LLC6,819$419.0K0.00%+2,620+62.4%Added
Sumitomo Mitsui Trust Holdings, Inc.7,301$448.0K0.00%−580−7.4%Reduced
Principal Financial Group Inc7,595$466.0K0.00%−4,722−38.3%Reduced
Steward Partners Investment Advisory, LLC7,735$475.0K0.01%+1,872+31.9%Added
Worth Venture Partners, LLC7,930$487.0K0.24%00.0%Unchanged
Raymond James & Associates8,022$493.0K0.00%−300−3.6%Reduced
IndexIQ Advisors LLC8,120$499.0K0.02%−524−6.1%Reduced
LDR Capital Management LLC8,179$502.0K0.23%+8,179New
ZWJ Investment Counsel Inc8,219$505.0K0.03%00.0%Unchanged
US Bancorp8,486$521.0K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.9,657$588.0K0.00%−667−6.5%Reduced
Invesco Ltd.9,797$602.0K0.00%−703−6.7%Reduced
First Trust Advisors LP10,747$660.0K0.00%+1,275+13.5%Added
Hyman Charles D12,152$746.0K0.05%+12,152New
Boston Partners12,453$765.0K0.00%+6,496+109.0%Added
RiverPark Advisors, LLC12,869$790.0K0.10%+2,660+26.1%Added
UBS Group AG14,103$866.0K0.00%+10,978+351.3%Added
Neuberger Berman Group LLC14,274$877.0K0.00%00.0%Unchanged
Ingalls & Snyder LLC14,854$912.0K0.04%00.0%Unchanged
Charles Schwab Investment Management Inc15,536$955.0K0.00%+253+1.7%Added
Bank of America Corp16,221$997.0K0.00%+4,396+37.2%Added
Investment Management of Virginia LLC16,331$1.00M0.16%−2,000−10.9%Reduced
Goldman Sachs Group Inc16,559$1.02M0.00%−1,174−6.6%Reduced
Allspring Global Investments Holdings, LLC17,299$1.06M0.00%+17,299New
Third Avenue Management LLC19,293$1.19M0.16%00.0%Unchanged
Bridgeway Capital Management, LLC20,847$1.28M0.02%00.0%Unchanged
Nuveen Asset Management, LLC23,056$1.42M0.00%−2,973−11.4%Reduced
Gamco Investors, Inc. Et Al23,238$1.43M0.01%+180+0.8%Added
Renaissance Technologies LLC24,067$1.48M0.00%+17,400+261.0%Added
Naples Global Advisors, LLC25,305$1.55M0.18%+1,475+6.2%Added
Two Sigma Advisers, LP25,867$1.59M0.00%−11,400−30.6%Reduced
Elkhorn Partners Limited Partnership26,597$1.63M0.92%−11,660−30.5%Reduced
Kennedy Capital Management, Inc.26,636$1.64M0.03%−2,706−9.2%Reduced
Mraz, Amerine & Associates, Inc.27,645$1.70M0.44%−487−1.7%Reduced
Two Sigma Investments, LP28,894$1.77M0.00%−5,420−15.8%Reduced
Boothbay Fund Management, LLC30,155$1.85M0.06%−1,500−4.7%Reduced
Rhumbline Advisers30,432$1.87M0.00%+82+0.3%Added
LSV Asset Management30,552$1.88M0.00%−2,448−7.4%Reduced
Dean Capital Management32,346$1.99M1.71%+866+2.8%Added
Morgan Stanley32,831$2.02M0.00%−249−0.8%Reduced
Cohanzick Management, LLC35,654$2.19M0.39%+6,779+23.5%Added
Mutual of America Capital Management LLC38,058$2.34M0.02%−307−0.8%Reduced
First Foundation Advisors38,324$2.35M0.08%+13,789+56.2%Added
Jacobs Levy Equity Management, Inc39,331$2.42M0.02%−888−2.2%Reduced
Prudential Financial Inc47,467$2.92M0.00%+165+0.3%Added
Dean Investment Associates, LLC47,869$2.94M0.52%−702−1.4%Reduced
Miller Value Partners, LLC50,000$3.07M0.11%+50,000New
Wells Fargo & Company53,947$3.31M0.00%−23,997−30.8%Reduced
Bank of New York Mellon Corp57,979$3.56M0.00%+8,476+17.1%Added
Franklin Resources Inc59,222$3.64M0.00%+5,190+9.6%Added
Northern Trust Corp63,005$3.87M0.00%−542−0.9%Reduced
Deprince Race & Zollo Inc93,004$5.71M0.15%−26,593−22.2%Reduced
Geode Capital Management, LLC105,154$6.46M0.00%+3,277+3.2%Added