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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 2023

Institutional positions in CTO Realty Growth, Inc. as of Dec 31, 2023. 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
135
+5 vs. Q3 2023
Shares held
13.8M
+295.8K (+2.2%) vs. Q3 2023
Total value
$239.3M
+$19.8M (+9.0%) vs. Q3 2023
New holders
12
51 more added
Sold out
7
47 more reduced

Compare with Q3 2023: 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 2023: 135 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 2023: $239.3M
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 2023

Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q3 2023.

Institutions holding CTO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,780,494$30.9M0.00%+5,158+0.3%Added
Vanguard Group Inc1,074,181$18.6M0.00%+12,439+1.2%Added
Heitman Real Estate Securities LLC941,612$16.3M0.88%+74,939+8.6%Added
Carlson Capital L P545,807$9.46M0.76%+100,209+22.5%Added
Grace & White Inc538,252$9.33M1.64%+24,889+4.8%Added
State Street Corp502,893$8.72M0.00%+12,043+2.5%Added
Geode Capital Management, LLC486,514$8.43M0.00%+23,469+5.1%Added
Boothbay Fund Management, LLC431,524$7.48M0.28%+10,000+2.4%Added
Miller Value Partners, LLC428,900$7.43M4.41%00.0%Unchanged
Chilton Capital Management LLC419,869$7.28M0.37%−46,066−9.9%Reduced
Russell Investments Group, Ltd.351,314$6.09M0.01%−89,200−20.2%Reduced
Ancora Advisors, LLC350,354$6.07M0.14%−26,221−7.0%Reduced
Brown Advisory Inc335,162$5.81M0.01%−30,943−8.5%Reduced
LSV Asset Management322,980$5.60M0.01%−23,079−6.7%Reduced
Cohanzick Management, LLC335,654$5.35M3.28%00.0%Unchanged
Dimensional Fund Advisors LP295,010$5.11M0.00%+1,714+0.6%Added
Morgan Stanley268,669$4.66M0.00%+31,695+13.4%Added
Franklin Resources Inc228,997$3.97M0.00%+240.0%Added
Northern Trust Corp228,936$3.97M0.00%+14,428+6.7%Added
Millennium Management LLC214,137$3.71M0.00%+214,137New
Renaissance Technologies LLC199,201$3.45M0.01%+149,300+299.2%Added
State of New Jersey Common Pension Fund D190,000$3.29M0.01%+15,000+8.6%Added
Two Sigma Investments, LP139,866$2.42M0.01%+34,062+32.2%Added
Bank of New York Mellon Corp138,321$2.40M0.00%−9,757−6.6%Reduced
Cutler Capital Management, LLC136,772$2.37M0.98%+21,317+18.5%Added
Two Sigma Advisers, LP129,101$2.24M0.01%+8,900+7.4%Added
Bank of America Corp122,857$2.13M0.00%−57,187−31.8%Reduced
Truvestments Capital LLC117,624$2.04M0.92%+5,884+5.3%Added
Kennedy Capital Management, Inc.114,906$1.99M0.04%−1,962−1.7%Reduced
Mutual of America Capital Management LLC106,323$1.84M0.02%−1,808−1.7%Reduced
UBS Group AG100,951$1.75M0.00%+20,051+24.8%Added
Citadel Advisors LLC96,329$1.67M0.00%+82,953+620.2%Added
Deprince Race & Zollo Inc95,253$1.65M0.04%−125,107−56.8%Reduced
Wells Fargo & Company82,965$1.44M0.00%−8,379−9.2%Reduced
Gamco Investors, Inc. Et Al74,819$1.30M0.01%+825+1.1%Added
Naples Global Advisors, LLC73,426$1.27M0.14%−11,700−13.7%Reduced
Goldman Sachs Group Inc72,277$1.25M0.00%−16,981−19.0%Reduced
Mraz, Amerine & Associates, Inc.66,621$1.15M0.24%−5,706−7.9%Reduced
Nuveen Asset Management, LLC64,495$1.12M0.00%+663+1.0%Added
Prudential Financial Inc64,133$1.11M0.00%+130+0.2%Added
Third Avenue Management LLC63,000$1.09M0.18%00.0%Unchanged
Ingalls & Snyder LLC62,978$1.09M0.05%−7,980−11.2%Reduced
Charles Schwab Investment Management Inc59,694$1.03M0.00%00.0%Unchanged
Pinnacle Associates Ltd49,728$861.8K0.01%−4,134−7.7%Reduced
Invesco Ltd.48,167$834.7K0.00%+5,437+12.7%Added
AQR Capital Management LLC47,242$818.7K0.00%−2,985−5.9%Reduced
Macquarie Group Ltd46,500$806.0K0.00%00.0%Unchanged
Elkhorn Partners Limited Partnership45,800$794.0K0.55%−800−1.7%Reduced
Asset Management One Co.,Ltd.43,925$774.0K0.00%+12,956+41.8%Added
Rhumbline Advisers44,148$765.1K0.00%+273+0.6%Added
LPL Financial LLC39,333$681.6K0.00%+1,876+5.0%Added
JPMorgan Chase & Co38,788$672.2K0.00%+17,125+79.1%Added
Victory Capital Management Inc37,481$649.5K0.00%+510+1.4%Added
Hyman Charles D36,963$641.0K0.04%00.0%Unchanged
Penserra Capital Management LLC35,355$612.0K0.01%+5,991+20.4%Added
Commonwealth Equity Services, LLC32,890$570.0K0.00%−3,779−10.3%Reduced
US Bancorp31,446$545.0K0.00%−445−1.4%Reduced
Advisor Group Holdings, Inc.30,786$533.6K0.00%−15,286−33.2%Reduced
Barclays PLC30,143$522.4K0.00%+26,656+764.4%Added
HRT Financial LP28,817$499.0K0.00%+28,817New
Worth Venture Partners, LLC28,302$490.5K0.27%+1,500+5.6%Added
Man Group plc27,907$483.6K0.00%+27,907New
Envestnet Asset Management Inc27,489$476.4K0.00%−14,675−34.8%Reduced
Boston Partners25,185$436.5K0.00%−12,969−34.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.24,976$432.8K0.00%+4,000+19.1%Added
AXS Investments LLC24,953$432.4K0.10%−6,265−20.1%Reduced
ZWJ Investment Counsel Inc24,657$427.3K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd22,200$384.7K0.00%+800+3.7%Added
Price T Rowe Associates Inc21,955$381.0K0.00%+496+2.3%Added
ExodusPoint Capital Management, LP21,752$377.0K0.00%+21,752New
Jane Street Group, LLC20,346$352.6K0.00%+20,346New
Guggenheim Capital LLC20,039$347.3K0.00%+850+4.4%Added
Manufacturers Life Insurance Company, The19,042$330.0K0.00%−699−3.5%Reduced
HSBC Holdings PLC15,942$279.4K0.00%−2,030−11.3%Reduced
Raymond James & Associates15,453$267.8K0.00%−3,700−19.3%Reduced
Alps Advisors Inc15,054$260.9K0.00%+35+0.2%Added
Balyasny Asset Management LLC13,659$236.7K0.00%+13,659New
Alliancebernstein L.P.13,558$235.0K0.00%00.0%Unchanged
Cove Street Capital, LLC13,404$232.3K0.07%−1,380−9.3%Reduced
Deutsche Bank AG12,866$223.0K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.12,727$216.6K0.01%00.0%Unchanged
Virtus ETF Advisers LLC12,418$215.2K0.14%+354+2.9%Added
First Foundation Advisors12,375$214.5K0.01%−3,548−22.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,449$213.3K0.00%+2,543+25.7%Added
The PNC Financial Services Group, Inc.11,963$207.3K0.00%+1,925+19.2%Added
Naviter Wealth, LLC11,701$202.8K0.04%−1,000−7.9%Reduced
Wealthspire Advisors, LLC11,583$200.7K0.00%00.0%Unchanged
Wealth Architects, LLC11,391$197.4K0.03%00.0%Unchanged
MetLife Investment Management11,384$197.3K0.00%−1,086−8.7%Reduced
Jump Financial, LLC11,081$192.0K0.01%+11,081New
Royal Bank of Canada11,032$191.0K0.00%−544−4.7%Reduced
American International Group, Inc.10,926$189.3K0.00%−44−0.4%Reduced
Concorde Asset Management, LLC10,800$187.2K0.13%+10,800New
Voya Investment Management LLC10,778$186.8K0.00%+251+2.4%Added
Nisa Investment Advisors, LLC10,774$186.7K0.00%−705−6.1%Reduced
Tower Research Capital LLC (TRC)10,470$181.4K0.00%+8,880+558.5%Added
Mirae Asset Global Investments Co., Ltd.10,455$181.2K0.00%00.0%Unchanged
State of Alaska, Department of Revenue10,425$180.0K0.00%+34+0.3%Added
Arnhold LLC10,166$176.2K0.02%00.0%Unchanged
EMC Capital Management9,532$165.0K0.11%00.0%Unchanged