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 2024
Institutional positions in CTO Realty Growth, Inc. as of Sep 30, 2024. 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
- 182
- +44 vs. Q2 2024
- Shares held
- 19.2M
- +7.24M (+60.6%) vs. Q2 2024
- Total value
- $365.1M
- +$156.5M (+75.0%) vs. Q2 2024
- New holders
- 50
- 64 more added
- Sold out
- 6
- 35 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 219 | $537.0M |
| Q1 2026 | 198 | $388.4M |
| Q4 2025 | 199 | $378.0M |
| Q3 2025 | 177 | $335.6M |
| Q2 2025 | 171 | $353.7M |
| Q1 2025 | 181 | $421.5M |
| Q4 2024 | 185 | $447.5M |
| Q3 2024 | 182 | $365.1M |
| Q2 2024 | 140 | $243.7M |
| Q1 2024 | 137 | $232.1M |
| Q4 2023 | 135 | $239.3M |
| Q3 2023 | 130 | $219.5M |
| Q2 2023 | 131 | $240.0M |
| Q1 2023 | 135 | $251.1M |
| Q4 2022 | 151 | $262.7M |
| Q3 2022 | 128 | $203.3M |
| Q2 2022 | 126 | $214.8M |
| Q1 2022 | 126 | $236.3M |
| Q4 2021 | 110 | $211.6M |
| Q3 2021 | 102 | $188.1M |
| Q2 2021 | 99 | $187.2M |
| Q1 2021 | 101 | $180.5M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 24 | $461 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $476 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 28 | $533 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $856 | 0.00% | −50−52.6% | Reduced |
| Smartleaf Asset Management LLC | 58 | $1.10K | 0.00% | +58 | New |
| Massmutual Trust Co FSB | 68 | $1.29K | 0.00% | +68 | New |
| Sterling Capital Management LLC | 77 | $1.47K | 0.00% | +77 | New |
| Federated Hermes, Inc. | 79 | $1.50K | 0.00% | +79 | New |
| SRS Capital Advisors, Inc. | 82 | $1.56K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 121 | $2.00K | 0.00% | +121 | New |
| Allworth Financial LP | 119 | $2.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 163 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 171 | $3.25K | 0.00% | +171 | New |
| Lindbrook Capital, LLC | 187 | $3.56K | 0.00% | +187 | New |
| Comerica Bank | 198 | $3.77K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 270 | $5.13K | 0.00% | +270 | New |
| True Wealth Design, LLC | 272 | $5.17K | 0.00% | +272 | New |
| Capital Performance Advisors LLP | 327 | $6.22K | 0.00% | +327 | New |
| JNBA Financial Advisors | 358 | $6.81K | 0.00% | +358 | New |
| NBC Securities, Inc. | 416 | $7.00K | 0.00% | +8+2.0% | Added |
| Proequities, Inc. | 404 | $7.68K | 0.00% | +404 | New |
| Huntington National Bank | 473 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 473 | $9.00K | 0.00% | +473 | New |
| Capital Advisors, Ltd. LLC | 491 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 490 | $9.32K | 0.00% | +60+14.0% | Added |
| Amalgamated Bank | 751 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 746 | $14.2K | 0.00% | −223−23.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 775 | $14.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 982 | $18.7K | 0.00% | +982 | New |
| GWM Advisors LLC | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Rothschild Investment LLC | 1,020 | $19.4K | 0.00% | +40+4.1% | Added |
| NCP Inc. | 1,047 | $19.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,100 | $20.0K | 0.01% | +1,071+3,693.1% | Added |
| GAMMA Investing LLC | 1,272 | $24.2K | 0.00% | +681+115.2% | Added |
| Farmers & Merchants Investments Inc | 1,500 | $28.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,601 | $30.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,785 | $34.0K | 0.00% | +557+45.4% | Added |
| Legal & General Group Plc | 1,899 | $36.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,168 | $41.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,362 | $44.9K | 0.00% | −14,562−86.0% | Reduced |
| Copeland Capital Management, LLC | 2,574 | $49.0K | 0.00% | +2,574 | New |
| Simplex Trading, LLC | 2,717 | $51.0K | 0.00% | +2,185+410.7% | Added |
| Harbour Investments, Inc. | 3,640 | $69.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,900 | $74.2K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,681 | $89.0K | 0.00% | −245−5.0% | Reduced |
| Point72 (DIFC) Ltd | 4,926 | $93.7K | 0.01% | +4,926 | New |
| Advisor Group Holdings, Inc. | 5,057 | $96.2K | 0.00% | +1,162+29.8% | Added |
| Elkhorn Partners Limited Partnership | 6,500 | $124.0K | 0.08% | −37,500−85.2% | Reduced |
| Daiwa Securities Group Inc. | 6,548 | $125.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,297 | $138.8K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,790 | $139.0K | 0.11% | −12,522−81.8% | Reduced |
| CWM, LLC | 7,497 | $143.0K | 0.00% | +2,970+65.6% | Added |
| Resona Asset Management Co.,Ltd. | 8,128 | $154.4K | 0.00% | +58+0.7% | Added |
| Quadrant Capital Group LLC | 8,827 | $167.9K | 0.01% | +101+1.2% | Added |
| SG Americas Securities, LLC | 9,269 | $176.0K | 0.00% | +9,269 | New |
| Nisa Investment Advisors, LLC | 9,347 | $177.8K | 0.00% | −1,466−13.6% | Reduced |
| Values Added Financial LLC | 10,000 | $190.2K | 0.12% | +10,000 | New |
| Jump Financial, LLC | 10,100 | $192.1K | 0.00% | −6,161−37.9% | Reduced |
| Arnhold LLC | 10,166 | $193.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,294 | $195.8K | 0.01% | +4,403+74.7% | Added |
| Oppenheimer Asset Management Inc. | 10,295 | $195.8K | 0.00% | +110+1.1% | Added |
| State of Alaska, Department of Revenue | 10,577 | $200.0K | 0.00% | +40.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,781 | $205.0K | 0.02% | +10,781 | New |
| Sanctuary Advisors, LLC | 10,359 | $205.2K | 0.00% | +10,359 | New |
| State of Wyoming | 11,025 | $209.7K | 0.03% | −8,122−42.4% | Reduced |
| Wealthspire Advisors, LLC | 11,097 | $211.1K | 0.00% | +225+2.1% | Added |
| Wealth Architects, LLC | 11,391 | $216.7K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 11,600 | $220.6K | 0.00% | +11,600 | New |
| Gsa Capital Partners LLP | 11,711 | $223.0K | 0.02% | +11,711 | New |
| The PNC Financial Services Group, Inc. | 11,749 | $223.5K | 0.00% | −214−1.8% | Reduced |
| Corebridge Financial, Inc. | 11,814 | $224.7K | 0.00% | −73−0.6% | Reduced |
| MetLife Investment Management | 11,893 | $226.2K | 0.00% | −1,939−14.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,136 | $230.8K | 0.00% | +747+6.6% | Added |
| First Foundation Advisors | 12,375 | $235.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,449 | $236.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,455 | $236.9K | 0.00% | +12,455 | New |
| Allspring Global Investments Holdings, LLC | 12,769 | $242.9K | 0.00% | +11,397+830.7% | Added |
| Principal Financial Group Inc | 13,318 | $253.3K | 0.00% | +13,318 | New |
| Jane Street Group, LLC | 13,355 | $254.0K | 0.00% | −8,090−37.7% | Reduced |
| Cove Street Capital, LLC | 13,404 | $254.9K | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,558 | $257.9K | 0.00% | +13,558 | New |
| FMR LLC | 13,608 | $258.8K | 0.00% | +11,184+461.4% | Added |
| Ballentine Partners, LLC | 14,172 | $269.6K | 0.00% | +14,172 | New |
| Triumph Capital Management | 14,390 | $273.7K | 0.10% | +14,390 | New |
| Concorde Asset Management, LLC | 14,950 | $284.3K | 0.16% | +3,250+27.8% | Added |
| First Manhattan Co | 15,200 | $289.1K | 0.00% | +15,200 | New |
| Alps Advisors Inc | 17,052 | $324.3K | 0.00% | +2,218+15.0% | Added |
| Quadrature Capital Ltd | 17,890 | $340.3K | 0.01% | +17,890 | New |
| Alliancebernstein L.P. | 18,278 | $347.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 19,620 | $372.0K | 0.00% | +2,133+12.2% | Added |
| Campbell & CO Investment Adviser LLC | 20,162 | $383.5K | 0.03% | −28,444−58.5% | Reduced |
| LDR Capital Management LLC | 20,250 | $385.2K | 0.43% | −7,422−26.8% | Reduced |
| Sequoia Financial Advisors, LLC | 21,224 | $403.7K | 0.00% | +21,224 | New |
| Manufacturers Life Insurance Company, The | 21,297 | $405.1K | 0.00% | +915+4.5% | Added |
| Citigroup Inc | 21,698 | $412.7K | 0.00% | +13,505+164.8% | Added |
| Cambria Investment Management, L.P. | 22,411 | $426.3K | 0.03% | +22,411 | New |
| Price T Rowe Associates Inc | 22,461 | $428.0K | 0.00% | −1,250−5.3% | Reduced |
| Raymond James & Associates | 22,699 | $431.7K | 0.00% | +6,672+41.6% | Added |
| Guggenheim Capital LLC | 22,915 | $435.8K | 0.00% | +1,723+8.1% | Added |
| Mraz, Amerine & Associates, Inc. | 23,639 | $449.6K | 0.08% | −7,185−23.3% | Reduced |