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 2024
Institutional positions in CTO Realty Growth, Inc. as of Dec 31, 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
- 185
- +5 vs. Q3 2024
- Shares held
- 22.7M
- +3.58M (+18.7%) vs. Q3 2024
- Total value
- $447.5M
- +$83.8M (+23.0%) vs. Q3 2024
- New holders
- 27
- 89 more added
- Sold out
- 22
- 37 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $20 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 4 | $79 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 24 | $470 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $493 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 30 | $588 | 0.00% | −28−48.3% | Reduced |
| Farther Finance Advisors, LLC | 45 | $887 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $1.10K | 0.00% | +56 | New |
| Principal Securities, Inc. | 63 | $1.24K | 0.00% | +35+125.0% | Added |
| SRS Capital Advisors, Inc. | 65 | $1.28K | 0.00% | −17−20.7% | Reduced |
| EverSource Wealth Advisors, LLC | 71 | $1.40K | 0.00% | −92−56.4% | Reduced |
| Federated Hermes, Inc. | 79 | $1.56K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $1.96K | 0.00% | +100 | New |
| Fifth Third Bancorp | 101 | $1.99K | 0.00% | −70−40.9% | Reduced |
| Bessemer Group Inc | 122 | $2.00K | 0.00% | +122 | New |
| Allworth Financial LP | 154 | $2.96K | 0.00% | +35+29.4% | Added |
| Comerica Bank | 198 | $3.91K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $3.94K | 0.00% | +200 | New |
| Harbor Capital Advisors, Inc. | 226 | $4.00K | 0.00% | +105+86.8% | Added |
| Versant Capital Management, Inc | 205 | $4.04K | 0.00% | +205 | New |
| Lindbrook Capital, LLC | 223 | $4.39K | 0.00% | +36+19.3% | Added |
| Jones Financial Companies LLLP | 270 | $5.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 272 | $5.36K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 358 | $7.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 365 | $7.19K | 0.00% | −125−25.5% | Reduced |
| Massmutual Trust Co FSB | 406 | $8.00K | 0.00% | +338+497.1% | Added |
| Venturi Wealth Management, LLC | 473 | $9.32K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 510 | $10.1K | 0.00% | +37+7.8% | Added |
| Capital Advisors, Ltd. LLC | 534 | $11.0K | 0.00% | +43+8.8% | Added |
| Amalgamated Bank | 751 | $15.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 775 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 910 | $17.9K | 0.00% | +833+1,081.8% | Added |
| Rothschild Investment LLC | 1,020 | $20.1K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 1,047 | $20.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,248 | $24.0K | 0.00% | −1,469−54.1% | Reduced |
| GAMMA Investing LLC | 1,256 | $24.8K | 0.00% | −16−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,500 | $29.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,777 | $35.0K | 0.00% | −8−0.4% | Reduced |
| California State Teachers Retirement System | 2,113 | $41.6K | 0.00% | +512+32.0% | Added |
| Legal & General Group Plc | 2,274 | $44.8K | 0.00% | +375+19.7% | Added |
| Parallel Advisors, LLC | 2,536 | $50.0K | 0.00% | +1,790+239.9% | Added |
| Ameritas Investment Partners, Inc. | 3,020 | $59.5K | 0.00% | +852+39.3% | Added |
| Tower Research Capital LLC (TRC) | 3,606 | $71.1K | 0.00% | −6,688−65.0% | Reduced |
| Harbour Investments, Inc. | 3,640 | $71.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,000 | $78.8K | 0.00% | +3,000+300.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,673 | $111.8K | 0.00% | +5,673 | New |
| Elkhorn Partners Limited Partnership | 6,000 | $118.0K | 0.08% | −500−7.7% | Reduced |
| Bank of Montreal | 6,512 | $128.4K | 0.00% | +6,512 | New |
| New York State Common Retirement Fund | 7,297 | $143.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,109 | $160.0K | 0.00% | +612+8.2% | Added |
| Daiwa Securities Group Inc. | 8,666 | $171.0K | 0.00% | +2,118+32.3% | Added |
| Quadrant Capital Group LLC | 9,032 | $178.0K | 0.01% | +205+2.3% | Added |
| Lazard Asset Management LLC | 9,118 | $179.0K | 0.00% | +9,118 | New |
| Nisa Investment Advisors, LLC | 9,347 | $184.2K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 10,166 | $200.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 10,222 | $201.5K | 0.01% | +10,222 | New |
| Oppenheimer Asset Management Inc. | 10,228 | $201.6K | 0.00% | −67−0.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,424 | $202.5K | 0.00% | +2,296+28.2% | Added |
| XTX Topco Ltd | 10,418 | $205.3K | 0.02% | +10,418 | New |
| Longboard Asset Management, LP | 10,758 | $212.0K | 0.56% | +10,758 | New |
| Wealthspire Advisors, LLC | 11,089 | $218.6K | 0.00% | −8−0.1% | Reduced |
| Wealth Architects, LLC | 11,391 | $224.5K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,155 | $237.6K | 0.00% | +1,796+17.3% | Added |
| First Foundation Advisors | 12,375 | $243.9K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 12,528 | $246.9K | 0.08% | +12,528 | New |
| Voya Investment Management LLC | 12,645 | $249.2K | 0.00% | +12,645 | New |
| Allspring Global Investments Holdings, LLC | 12,799 | $252.3K | 0.00% | +30+0.2% | Added |
| The PNC Financial Services Group, Inc. | 12,908 | $254.4K | 0.00% | +1,159+9.9% | Added |
| SG Americas Securities, LLC | 13,202 | $260.0K | 0.00% | +3,933+42.4% | Added |
| Cove Street Capital, LLC | 13,404 | $264.3K | 0.31% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,819 | $272.0K | 0.00% | +3,242+30.7% | Added |
| Susquehanna International Group, LLP | 14,023 | $276.4K | 0.00% | +465+3.4% | Added |
| Ballentine Partners, LLC | 14,106 | $278.0K | 0.00% | −66−0.5% | Reduced |
| Triumph Capital Management | 14,240 | $280.7K | 0.10% | −150−1.0% | Reduced |
| Corebridge Financial, Inc. | 14,350 | $282.8K | 0.00% | +2,536+21.5% | Added |
| Concorde Asset Management, LLC | 15,050 | $296.6K | 0.15% | +100+0.7% | Added |
| Principal Financial Group Inc | 15,139 | $298.4K | 0.00% | +1,821+13.7% | Added |
| First Manhattan Co | 15,200 | $299.6K | 0.00% | 00.0% | Unchanged |
| Values Added Financial LLC | 15,250 | $300.6K | 0.17% | +5,250+52.5% | Added |
| Alps Advisors Inc | 15,322 | $302.0K | 0.00% | −1,730−10.1% | Reduced |
| EMC Capital Management | 15,312 | $302.0K | 0.17% | +12,522+448.8% | Added |
| Sage Investment Counsel LLC | 16,005 | $315.5K | 0.41% | +16,005 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,363 | $322.5K | 0.00% | +4,227+34.8% | Added |
| Creative Planning | 16,594 | $327.1K | 0.00% | +4,139+33.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,048 | $335.5K | 0.00% | +4,599+36.9% | Added |
| Chilton Capital Management LLC | 17,491 | $344.7K | 0.01% | +12,810+273.7% | Added |
| Point72 Asset Management, L.P. | 17,806 | $351.0K | 0.00% | +6,206+53.5% | Added |
| MetLife Investment Management | 18,177 | $358.3K | 0.00% | +6,284+52.8% | Added |
| State of Wyoming | 19,039 | $375.3K | 0.05% | +8,014+72.7% | Added |
| Mraz, Amerine & Associates, Inc. | 20,431 | $402.7K | 0.07% | −3,208−13.6% | Reduced |
| Entropy Technologies, LP | 20,599 | $406.0K | 0.04% | +20,599 | New |
| Royal Bank of Canada | 20,819 | $411.0K | 0.00% | +1,199+6.1% | Added |
| Sequoia Financial Advisors, LLC | 21,450 | $422.8K | 0.00% | +226+1.1% | Added |
| Manufacturers Life Insurance Company, The | 22,290 | $439.3K | 0.00% | +993+4.7% | Added |
| Alliancebernstein L.P. | 23,598 | $465.1K | 0.00% | +5,320+29.1% | Added |
| Guggenheim Capital LLC | 24,087 | $474.8K | 0.00% | +1,172+5.1% | Added |
| ZWJ Investment Counsel Inc | 24,657 | $486.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,291 | $498.5K | 0.00% | −1,685−6.2% | Reduced |
| LPL Financial LLC | 25,388 | $500.4K | 0.00% | −126−0.5% | Reduced |
| Citigroup Inc | 25,461 | $501.8K | 0.00% | +3,763+17.3% | Added |