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, Q1 2025
Institutional positions in CTO Realty Growth, Inc. as of Mar 31, 2025. 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
- 181
- −1 vs. Q4 2024
- Shares held
- 21.8M
- −498.7K (−2.2%) vs. Q4 2024
- Total value
- $421.5M
- −$18.7M (−4.2%) vs. Q4 2024
- New holders
- 22
- 58 more added
- Sold out
- 23
- 66 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $232 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 24 | $435 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $483 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 45 | $871 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 46 | $888 | 0.00% | +46 | New |
| CKW Financial Group | 50 | $1.00K | 0.00% | +50 | New |
| Fifth Third Bancorp | 52 | $1.00K | 0.00% | −49−48.5% | Reduced |
| Allworth Financial LP | 64 | $1.15K | 0.00% | −90−58.4% | Reduced |
| Principal Securities, Inc. | 63 | $1.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $1.43K | 0.00% | +3+4.2% | Added |
| True Wealth Design, LLC | 89 | $1.72K | 0.00% | −183−67.3% | Reduced |
| MAI Capital Management | 108 | $2.09K | 0.00% | +108 | New |
| Smartleaf Asset Management LLC | 116 | $2.24K | 0.00% | +86+286.7% | Added |
| Geneos Wealth Management Inc. | 147 | $2.84K | 0.00% | +147 | New |
| Versant Capital Management, Inc | 205 | $3.96K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 230 | $4.44K | 0.00% | +7+3.1% | Added |
| Wolff Wiese Magana LLC | 260 | $5.02K | 0.00% | +260 | New |
| Ameriflex Group, Inc. | 300 | $5.79K | 0.00% | +200+200.0% | Added |
| Harbor Capital Advisors, Inc. | 333 | $6.00K | 0.00% | +107+47.3% | Added |
| Bessemer Group Inc | 314 | $6.00K | 0.00% | +192+157.4% | Added |
| JNBA Financial Advisors | 358 | $6.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 409 | $7.00K | 0.00% | −839−67.2% | Reduced |
| NBC Securities, Inc. | 433 | $8.00K | 0.00% | +433 | New |
| Sterling Capital Management LLC | 498 | $9.62K | 0.00% | −412−45.3% | Reduced |
| Huntington National Bank | 498 | $9.62K | 0.00% | −12−2.4% | Reduced |
| Massmutual Trust Co FSB | 513 | $9.91K | 0.00% | +107+26.4% | Added |
| Capital Advisors, Ltd. LLC | 519 | $10.0K | 0.00% | −15−2.8% | Reduced |
| Comerica Bank | 554 | $10.7K | 0.00% | +356+179.8% | Added |
| Rise Advisors, LLC | 765 | $14.8K | 0.01% | +765 | New |
| Moisand Fitzgerald Tamayo, LLC | 775 | $15.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $19.0K | 0.00% | +245+32.6% | Added |
| Rothschild Investment LLC | 1,035 | $20.0K | 0.00% | +15+1.5% | Added |
| NCP Inc. | 1,046 | $20.2K | 0.03% | −1−0.1% | Reduced |
| Avion Wealth | 1,100 | $21.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,388 | $26.8K | 0.00% | +132+10.5% | Added |
| Signaturefd, LLC | 1,663 | $32.1K | 0.00% | −114−6.4% | Reduced |
| California State Teachers Retirement System | 2,113 | $40.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,165 | $41.8K | 0.00% | −371−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,409 | $46.5K | 0.00% | −1,197−33.2% | Reduced |
| Legal & General Group Plc | 2,477 | $47.8K | 0.00% | +203+8.9% | Added |
| New York State Teachers Retirement System | 2,639 | $51.0K | 0.00% | +2,639 | New |
| Ameritas Investment Partners, Inc. | 3,020 | $58.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,640 | $70.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,956 | $76.4K | 0.01% | −26,229−86.9% | Reduced |
| GWM Advisors LLC | 4,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 5,000 | $97.0K | 0.06% | −1,000−16.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,673 | $109.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,553 | $126.5K | 0.00% | +41+0.6% | Added |
| New York State Common Retirement Fund | 7,297 | $140.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,418 | $143.0K | 0.00% | −691−8.5% | Reduced |
| Quadrant Capital Group LLC | 8,349 | $161.2K | 0.01% | −683−7.6% | Reduced |
| Daiwa Securities Group Inc. | 8,666 | $167.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,929 | $172.0K | 0.00% | −4,273−32.4% | Reduced |
| Nisa Investment Advisors, LLC | 9,660 | $186.5K | 0.00% | +313+3.3% | Added |
| Nebula Research & Development LLC | 10,025 | $193.6K | 0.02% | −25,105−71.5% | Reduced |
| Arnhold LLC | 10,166 | $196.3K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,235 | $197.7K | 0.00% | −15,882−60.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,290 | $199.0K | 0.00% | +10,290 | New |
| Chilton Capital Management LLC | 10,385 | $200.5K | 0.01% | −7,106−40.6% | Reduced |
| Squarepoint Ops LLC | 10,560 | $203.9K | 0.00% | +10,560 | New |
| Longboard Asset Management, LP | 10,758 | $207.7K | 0.61% | 00.0% | Unchanged |
| Somerset Trust Co | 10,768 | $207.9K | 0.07% | +10,768 | New |
| Wealthspire Advisors, LLC | 11,089 | $214.1K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 11,435 | $220.7K | 0.00% | +1,011+9.7% | Added |
| Wealth Architects, LLC | 11,447 | $221.0K | 0.02% | +56+0.5% | Added |
| Oppenheimer Asset Management Inc. | 11,618 | $224.3K | 0.00% | +1,390+13.6% | Added |
| Jain Global LLC | 11,959 | $230.9K | 0.00% | +11,959 | New |
| First Foundation Advisors | 12,375 | $239.0K | 0.01% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 12,704 | $245.4K | 0.39% | −700−5.2% | Reduced |
| State of Wisconsin Investment Board | 13,292 | $256.7K | 0.00% | +13,292 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,352 | $257.8K | 0.00% | +13,352 | New |
| Values Added Financial LLC | 13,450 | $259.7K | 0.14% | −1,800−11.8% | Reduced |
| Creative Planning | 13,510 | $260.9K | 0.00% | −3,084−18.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,567 | $262.0K | 0.00% | +13,567 | New |
| Concorde Asset Management, LLC | 15,050 | $263.1K | 0.14% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,819 | $266.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 14,141 | $273.1K | 0.00% | −209−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,156 | $273.4K | 0.00% | +1,248+9.7% | Added |
| Intech Investment Management LLC | 14,274 | $275.6K | 0.00% | +14,274 | New |
| Alps Advisors Inc | 14,473 | $279.5K | 0.00% | −849−5.5% | Reduced |
| First Manhattan Co | 15,200 | $293.5K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 15,312 | $296.0K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 15,628 | $301.8K | 0.10% | +1,388+9.7% | Added |
| Dynamic Technology Lab Private Ltd | 15,965 | $308.0K | 0.04% | +15,965 | New |
| Principal Financial Group Inc | 15,998 | $308.9K | 0.00% | +859+5.7% | Added |
| Sage Investment Counsel LLC | 16,041 | $309.7K | 0.39% | +36+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,048 | $329.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 17,315 | $334.4K | 0.04% | −1,724−9.1% | Reduced |
| MetLife Investment Management | 18,048 | $348.5K | 0.00% | −129−0.7% | Reduced |
| Royal Bank of Canada | 19,425 | $375.0K | 0.00% | −1,394−6.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 19,449 | $375.4K | 0.06% | −982−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,711 | $380.6K | 0.00% | +6,912+54.0% | Added |
| Voya Investment Management LLC | 20,366 | $393.3K | 0.00% | +7,721+61.1% | Added |
| Guggenheim Capital LLC | 21,831 | $421.6K | 0.00% | −2,256−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 22,590 | $436.0K | 0.00% | −12,104−34.9% | Reduced |
| Cambria Investment Management, L.P. | 22,745 | $439.2K | 0.03% | −6,858−23.2% | Reduced |
| Citigroup Inc | 23,574 | $455.2K | 0.00% | −1,887−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,611 | $475.2K | 0.00% | +2,321+10.4% | Added |