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 2025
Institutional positions in CTO Realty Growth, Inc. as of Dec 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
- 199
- +24 vs. Q3 2025
- Shares held
- 20.5M
- +17.9K (+0.1%) vs. Q3 2025
- Total value
- $378.0M
- +$43.5M (+13.0%) vs. Q3 2025
- New holders
- 40
- 56 more added
- Sold out
- 16
- 71 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $19 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 7 | $129 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 8 | $147 | 0.00% | −611−98.7% | Reduced |
| True Wealth Design, LLC | 12 | $221 | 0.00% | −13−52.0% | Reduced |
| Private Wealth Asset Management, LLC | 12 | $221 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 14 | $258 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $258 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 19 | $330 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $515 | 0.00% | +28 | New |
| GWM Advisors LLC | 34 | $620 | 0.00% | −3,966−99.2% | Reduced |
| Comerica Bank | 51 | $932 | 0.00% | −221−81.3% | Reduced |
| WPG Advisers, LLC | 70 | $1.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 86 | $1.58K | 0.00% | +86 | New |
| Pinnacle Wealth Planning Services, Inc. | 97 | $1.79K | 0.00% | +97 | New |
| Bare Financial Services, Inc | 99 | $1.82K | 0.00% | +99 | New |
| Fifth Third Bancorp | 102 | $1.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 102 | $1.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $2.23K | 0.00% | −42−25.8% | Reduced |
| IFP Advisors, Inc | 141 | $2.60K | 0.00% | +113+403.6% | Added |
| Jones Financial Companies LLLP | 143 | $2.64K | 0.00% | +40+38.8% | Added |
| Smartleaf Asset Management LLC | 146 | $2.68K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 184 | $3.39K | 0.00% | +1+0.5% | Added |
| ESL Trust Services, LLC | 250 | $4.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 255 | $4.70K | 0.00% | −166−39.4% | Reduced |
| Wolff Wiese Magana LLC | 260 | $4.79K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 262 | $4.82K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 267 | $4.92K | 0.00% | +125+88.0% | Added |
| Harbor Capital Advisors, Inc. | 268 | $5.00K | 0.00% | −5−1.8% | Reduced |
| UBS Asset Management Americas Inc | 272 | $5.01K | 0.00% | +272 | New |
| Parallel Advisors, LLC | 286 | $5.26K | 0.00% | −71−19.9% | Reduced |
| Vision Retirement, LLC | 300 | $5.52K | 0.00% | +300 | New |
| Bessemer Group Inc | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 358 | $6.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 405 | $7.45K | 0.00% | +296+271.6% | Added |
| Ancora Advisors, LLC | 415 | $7.64K | 0.00% | −52,765−99.2% | Reduced |
| Covestor Ltd | 459 | $8.00K | 0.00% | +3+0.7% | Added |
| Massmutual Trust Co FSB | 455 | $8.38K | 0.00% | −18−3.8% | Reduced |
| NBC Securities, Inc. | 462 | $8.51K | 0.00% | +9+2.0% | Added |
| Farther Finance Advisors, LLC | 506 | $9.31K | 0.00% | +506 | New |
| EverSource Wealth Advisors, LLC | 524 | $9.65K | 0.00% | −517−49.7% | Reduced |
| Sound Income Strategies, LLC | 610 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 648 | $11.9K | 0.00% | −1,893−74.5% | Reduced |
| Rockefeller Capital Management L.P. | 650 | $12.0K | 0.00% | −2,400−78.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 775 | $14.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 798 | $14.7K | 0.00% | +798 | New |
| Quarry LP | 798 | $14.7K | 0.00% | +798 | New |
| Capital Advisors, Ltd. LLC | 806 | $15.0K | 0.00% | +206+34.3% | Added |
| Flagship Harbor Advisors, LLC | 861 | $15.9K | 0.00% | +861 | New |
| Rothschild Investment LLC | 972 | $17.9K | 0.00% | −8−0.8% | Reduced |
| Amalgamated Bank | 985 | $18.0K | 0.00% | −11−1.1% | Reduced |
| Avion Wealth | 1,071 | $19.0K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 1,046 | $19.3K | 0.02% | +1,046 | New |
| Harbour Investments, Inc. | 1,088 | $20.0K | 0.00% | −2,552−70.1% | Reduced |
| Global Retirement Partners, LLC | 1,156 | $21.3K | 0.00% | +1,156 | New |
| Tower Research Capital LLC (TRC) | 1,267 | $23.3K | 0.00% | −2,648−67.6% | Reduced |
| GAMMA Investing LLC | 1,316 | $24.2K | 0.00% | +595+82.5% | Added |
| Clearstead Advisors, LLC | 1,789 | $32.9K | 0.00% | +1,250+231.9% | Added |
| Sterling Capital Management LLC | 1,807 | $33.3K | 0.00% | −294−14.0% | Reduced |
| California State Teachers Retirement System | 1,931 | $35.5K | 0.00% | −183−8.7% | Reduced |
| Elkhorn Partners Limited Partnership | 2,200 | $40.5K | 0.03% | −2,800−56.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,261 | $41.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,398 | $44.1K | 0.00% | +1,599+200.1% | Added |
| National Bank of Canada | 2,500 | $46.0K | 0.00% | +2,500 | New |
| Legal & General Group Plc | 2,760 | $50.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,020 | $55.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3,317 | $61.1K | 0.01% | −9,903−74.9% | Reduced |
| Citigroup Inc | 3,449 | $63.5K | 0.00% | −693−16.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,032 | $74.2K | 0.00% | −2,102−34.3% | Reduced |
| Chilton Capital Management LLC | 4,681 | $86.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,400 | $99.4K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 5,454 | $100.0K | 0.04% | −962−15.0% | Reduced |
| SG Americas Securities, LLC | 6,088 | $112.0K | 0.00% | +6,088 | New |
| Quest Partners LLC | 6,165 | $113.5K | 0.01% | +2,206+55.7% | Added |
| The PNC Financial Services Group, Inc. | 7,080 | $130.3K | 0.00% | +3,974+127.9% | Added |
| New York State Common Retirement Fund | 7,297 | $134.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,649 | $140.8K | 0.00% | −2,203−22.4% | Reduced |
| Royal Bank of Canada | 8,275 | $152.0K | 0.00% | −2,684−24.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,914 | $164.1K | 0.00% | −133−1.5% | Reduced |
| Wedbush Securities Inc | 10,335 | $190.0K | 0.01% | +250+2.5% | Added |
| CWM, LLC | 10,633 | $196.0K | 0.00% | +4,529+74.2% | Added |
| Daiwa Securities Group Inc. | 10,691 | $197.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,710 | $197.2K | 0.00% | +10,710 | New |
| Wealthspire Advisors, LLC | 10,872 | $200.2K | 0.00% | −217−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 10,909 | $200.8K | 0.00% | +10,909 | New |
| Wealth Architects, LLC | 11,391 | $209.7K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 11,600 | $213.6K | 0.07% | +922+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,758 | $216.0K | 0.00% | −3,373−22.3% | Reduced |
| PharVision Advisers, LLC | 11,818 | $217.6K | 0.11% | +11,818 | New |
| Intech Investment Management LLC | 11,902 | $219.1K | 0.00% | +958+8.8% | Added |
| Cerity Partners LLC | 12,187 | $224.4K | 0.00% | +12,187 | New |
| Alps Advisors Inc | 12,324 | $226.9K | 0.00% | −6,505−34.5% | Reduced |
| Commonwealth Equity Services, LLC | 12,447 | $229.2K | 0.00% | −10,521−45.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 12,818 | $233.5K | 0.00% | −54−0.4% | Reduced |
| Values Added Financial LLC | 13,225 | $243.5K | 0.10% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 13,700 | $252.2K | 0.28% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,091 | $258.9K | 0.00% | +515+3.8% | Added |
| Quantbot Technologies LP | 14,270 | $262.7K | 0.01% | −2,929−17.0% | Reduced |
| Guggenheim Capital LLC | 14,315 | $263.5K | 0.00% | −264−1.8% | Reduced |
| Cetera Investment Advisers | 15,448 | $284.4K | 0.00% | +15,448 | New |
| Jump Financial, LLC | 15,686 | $288.8K | 0.00% | +15,686 | New |