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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 14,274 | $275.6K | 0.00% | +14,274 | New |
| The PNC Financial Services Group, Inc. | 14,156 | $273.4K | 0.00% | +1,248+9.7% | Added |
| Corebridge Financial, Inc. | 14,141 | $273.1K | 0.00% | −209−1.5% | Reduced |
| State of Alaska, Department of Revenue | 13,819 | $266.0K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 15,050 | $263.1K | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,567 | $262.0K | 0.00% | +13,567 | New |
| Creative Planning | 13,510 | $260.9K | 0.00% | −3,084−18.6% | Reduced |
| Values Added Financial LLC | 13,450 | $259.7K | 0.14% | −1,800−11.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,352 | $257.8K | 0.00% | +13,352 | New |
| State of Wisconsin Investment Board | 13,292 | $256.7K | 0.00% | +13,292 | New |
| Cove Street Capital, LLC | 12,704 | $245.4K | 0.39% | −700−5.2% | Reduced |
| First Foundation Advisors | 12,375 | $239.0K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 11,959 | $230.9K | 0.00% | +11,959 | New |
| Oppenheimer Asset Management Inc. | 11,618 | $224.3K | 0.00% | +1,390+13.6% | Added |
| Wealth Architects, LLC | 11,447 | $221.0K | 0.02% | +56+0.5% | Added |
| Resona Asset Management Co.,Ltd. | 11,435 | $220.7K | 0.00% | +1,011+9.7% | Added |
| Wealthspire Advisors, LLC | 11,089 | $214.1K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 10,768 | $207.9K | 0.07% | +10,768 | New |
| Longboard Asset Management, LP | 10,758 | $207.7K | 0.61% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,560 | $203.9K | 0.00% | +10,560 | New |
| Chilton Capital Management LLC | 10,385 | $200.5K | 0.01% | −7,106−40.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,290 | $199.0K | 0.00% | +10,290 | New |
| Advisor Group Holdings, Inc. | 10,235 | $197.7K | 0.00% | −15,882−60.8% | Reduced |
| Arnhold LLC | 10,166 | $196.3K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 10,025 | $193.6K | 0.02% | −25,105−71.5% | Reduced |
| Nisa Investment Advisors, LLC | 9,660 | $186.5K | 0.00% | +313+3.3% | Added |
| SG Americas Securities, LLC | 8,929 | $172.0K | 0.00% | −4,273−32.4% | Reduced |
| Daiwa Securities Group Inc. | 8,666 | $167.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,349 | $161.2K | 0.01% | −683−7.6% | Reduced |
| CWM, LLC | 7,418 | $143.0K | 0.00% | −691−8.5% | Reduced |
| New York State Common Retirement Fund | 7,297 | $140.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,553 | $126.5K | 0.00% | +41+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,673 | $109.5K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 5,000 | $97.0K | 0.06% | −1,000−16.7% | Reduced |
| GWM Advisors LLC | 4,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,956 | $76.4K | 0.01% | −26,229−86.9% | Reduced |
| Harbour Investments, Inc. | 3,640 | $70.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,020 | $58.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,639 | $51.0K | 0.00% | +2,639 | New |
| Legal & General Group Plc | 2,477 | $47.8K | 0.00% | +203+8.9% | Added |
| Tower Research Capital LLC (TRC) | 2,409 | $46.5K | 0.00% | −1,197−33.2% | Reduced |
| Parallel Advisors, LLC | 2,165 | $41.8K | 0.00% | −371−14.6% | Reduced |
| California State Teachers Retirement System | 2,113 | $40.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,663 | $32.1K | 0.00% | −114−6.4% | Reduced |
| GAMMA Investing LLC | 1,388 | $26.8K | 0.00% | +132+10.5% | Added |
| Avion Wealth | 1,100 | $21.0K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 1,046 | $20.2K | 0.03% | −1−0.1% | Reduced |
| Rothschild Investment LLC | 1,035 | $20.0K | 0.00% | +15+1.5% | Added |
| Amalgamated Bank | 996 | $19.0K | 0.00% | +245+32.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 775 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 765 | $14.8K | 0.01% | +765 | New |
| Comerica Bank | 554 | $10.7K | 0.00% | +356+179.8% | Added |
| Capital Advisors, Ltd. LLC | 519 | $10.0K | 0.00% | −15−2.8% | Reduced |
| Massmutual Trust Co FSB | 513 | $9.91K | 0.00% | +107+26.4% | Added |
| 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 |
| NBC Securities, Inc. | 433 | $8.00K | 0.00% | +433 | New |
| Simplex Trading, LLC | 409 | $7.00K | 0.00% | −839−67.2% | Reduced |
| JNBA Financial Advisors | 358 | $6.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ameriflex Group, Inc. | 300 | $5.79K | 0.00% | +200+200.0% | Added |
| Wolff Wiese Magana LLC | 260 | $5.02K | 0.00% | +260 | New |
| Lindbrook Capital, LLC | 230 | $4.44K | 0.00% | +7+3.1% | Added |
| Versant Capital Management, Inc | 205 | $3.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 147 | $2.84K | 0.00% | +147 | New |
| Smartleaf Asset Management LLC | 116 | $2.24K | 0.00% | +86+286.7% | Added |
| MAI Capital Management | 108 | $2.09K | 0.00% | +108 | New |
| True Wealth Design, LLC | 89 | $1.72K | 0.00% | −183−67.3% | Reduced |
| EverSource Wealth Advisors, LLC | 74 | $1.43K | 0.00% | +3+4.2% | Added |
| Principal Securities, Inc. | 63 | $1.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $1.15K | 0.00% | −90−58.4% | Reduced |
| Fifth Third Bancorp | 52 | $1.00K | 0.00% | −49−48.5% | Reduced |
| CKW Financial Group | 50 | $1.00K | 0.00% | +50 | New |
| WPG Advisers, LLC | 46 | $888 | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 45 | $871 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $483 | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 24 | $435 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $232 | 0.00% | +12 | New |
| Caitong International Asset Management Co., Ltd | 4 | $77 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 0 | $0 | 0.00% | −94,529−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −72,987−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −60,715−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,232−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,660−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −28,390−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,588−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −21,450−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −20,599−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,806−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −14,106−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −12,155−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,222−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,118−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −270−100.0% | Sold out |