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 2026
Institutional positions in CTO Realty Growth, Inc. as of Mar 31, 2026. 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
- 198
- +4 vs. Q4 2025
- Shares held
- 21.0M
- +3.63M (+20.9%) vs. Q4 2025
- Total value
- $388.4M
- +$68.8M (+21.5%) vs. Q4 2025
- New holders
- 30
- 72 more added
- Sold out
- 26
- 52 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $18 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 7 | $130 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $259 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 14 | $259 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $278 | 0.00% | +3+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 28 | $517 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 47 | $869 | 0.00% | −23−32.9% | Reduced |
| Bogart Wealth, LLC | 48 | $888 | 0.00% | +48 | New |
| Cornerstone Planning Group LLC | 44 | $906 | 0.00% | +25+131.6% | Added |
| Bare Financial Services, Inc | 66 | $1.22K | 0.00% | −33−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 61 | $1.43K | 0.00% | +53+662.5% | Added |
| UMA Financial Services, Inc. | 86 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 97 | $1.79K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 102 | $1.89K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 102 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 102 | $1.89K | 0.00% | +102 | New |
| Huntington National Bank | 121 | $2.24K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 146 | $2.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 148 | $2.74K | 0.00% | +7+5.0% | Added |
| Group One Trading, L.P. | 200 | $3.70K | 0.00% | +200 | New |
| MAI Capital Management | 209 | $3.87K | 0.00% | +25+13.6% | Added |
| ESL Trust Services, LLC | 250 | $4.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 260 | $4.81K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 286 | $5.29K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 300 | $5.55K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 300 | $5.55K | 0.00% | +33+12.4% | Added |
| Bessemer Group Inc | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 337 | $6.00K | 0.00% | +69+25.7% | Added |
| JNBA Financial Advisors | 358 | $6.62K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 408 | $7.56K | 0.00% | −54−11.7% | Reduced |
| Versant Capital Management, Inc | 421 | $7.78K | 0.00% | +166+65.1% | Added |
| Ancora Advisors, LLC | 422 | $7.80K | 0.00% | +7+1.7% | Added |
| Massmutual Trust Co FSB | 455 | $8.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 482 | $8.91K | 0.00% | +220+84.0% | Added |
| Covestor Ltd | 492 | $9.00K | 0.01% | +33+7.2% | Added |
| Farther Finance Advisors, LLC | 492 | $9.11K | 0.00% | −14−2.8% | Reduced |
| Cedar Mountain Advisors, LLC | 493 | $9.12K | 0.00% | +493 | New |
| EverSource Wealth Advisors, LLC | 504 | $9.32K | 0.00% | −20−3.8% | Reduced |
| GWM Advisors LLC | 564 | $10.4K | 0.00% | +530+1,558.8% | Added |
| Sound Income Strategies, LLC | 610 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 650 | $12.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 775 | $14.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 779 | $14.4K | 0.00% | +507+186.4% | Added |
| Allworth Financial LP | 789 | $14.6K | 0.00% | +384+94.8% | Added |
| Capital Advisors, Ltd. LLC | 806 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 897 | $16.2K | 0.00% | +754+527.3% | Added |
| Rothschild Investment LLC | 972 | $18.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,071 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,045 | $19.3K | 0.00% | −762−42.2% | Reduced |
| Ares Financial Consulting, LLC | 1,079 | $20.0K | 0.02% | +1,079 | New |
| Harbour Investments, Inc. | 1,088 | $20.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,177 | $21.8K | 0.00% | +529+81.6% | Added |
| California State Teachers Retirement System | 1,697 | $31.4K | 0.00% | −234−12.1% | Reduced |
| GAMMA Investing LLC | 1,807 | $33.4K | 0.00% | +491+37.3% | Added |
| Tower Research Capital LLC (TRC) | 2,010 | $37.2K | 0.00% | +743+58.6% | Added |
| Signaturefd, LLC | 2,422 | $44.8K | 0.00% | +24+1.0% | Added |
| National Bank of Canada | 2,500 | $46.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,562 | $47.4K | 0.00% | −1,470−36.5% | Reduced |
| Advisory Services Network, LLC | 2,596 | $48.0K | 0.00% | +2,596 | New |
| Ameritas Investment Partners, Inc. | 2,600 | $48.1K | 0.00% | −420−13.9% | Reduced |
| Triumph Capital Management | 2,632 | $48.7K | 0.01% | −685−20.7% | Reduced |
| Legal & General Group Plc | 2,760 | $51.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,858 | $71.4K | 0.00% | +3,858 | New |
| Citigroup Inc | 4,287 | $79.3K | 0.00% | +838+24.3% | Added |
| Chilton Capital Management LLC | 4,681 | $86.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,400 | $99.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 5,657 | $104.6K | 0.00% | +5,657 | New |
| The PNC Financial Services Group, Inc. | 5,766 | $106.6K | 0.00% | −1,314−18.6% | Reduced |
| Virtus ETF Advisers LLC | 5,800 | $107.2K | 0.05% | +5,800 | New |
| Advisor Group Holdings, Inc. | 6,840 | $126.5K | 0.00% | −809−10.6% | Reduced |
| New York State Common Retirement Fund | 7,297 | $134.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,804 | $144.0K | 0.00% | −471−5.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,914 | $164.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,011 | $188.2K | 0.00% | −4,080−29.0% | Reduced |
| Sequoia Financial Advisors, LLC | 10,406 | $192.4K | 0.00% | +10,406 | New |
| Allspring Global Investments Holdings, LLC | 10,427 | $192.8K | 0.00% | −9,793−48.4% | Reduced |
| Wealthspire Advisors, LLC | 10,872 | $201.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,924 | $202.0K | 0.07% | +10,924 | New |
| CWM, LLC | 10,942 | $202.3K | 0.00% | +309+2.9% | Added |
| Wealth Architects, LLC | 11,391 | $210.6K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,425 | $211.2K | 0.00% | +11,425 | New |
| Thrivent Financial for Lutherans | 11,563 | $214.0K | 0.00% | −9,951−46.3% | Reduced |
| Somerset Trust Co | 11,649 | $215.4K | 0.07% | +49+0.4% | Added |
| BNP Paribas Arbitrage, SA | 11,651 | $215.4K | 0.00% | −17,029−59.4% | Reduced |
| Vanguard Global Advisers, LLC | 11,790 | $218.0K | 0.00% | +11,790 | New |
| Alps Advisors Inc | 11,829 | $218.7K | 0.00% | −495−4.0% | Reduced |
| Cerity Partners LLC | 11,911 | $220.2K | 0.00% | −276−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 11,975 | $221.4K | 0.00% | −472−3.8% | Reduced |
| Wells Fargo & Company | 12,186 | $225.3K | 0.00% | −23,226−65.6% | Reduced |
| Guggenheim Capital LLC | 12,520 | $231.5K | 0.00% | −1,795−12.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 12,644 | $233.2K | 0.00% | −174−1.4% | Reduced |
| Values Added Financial LLC | 13,225 | $244.5K | 0.10% | 00.0% | Unchanged |
| M&G Plc | 13,894 | $250.1K | 0.00% | +13,894 | New |
| Sage Investment Counsel LLC | 13,700 | $253.3K | 0.28% | 00.0% | Unchanged |
| Millennium Management LLC | 14,909 | $275.7K | 0.00% | +14,909 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,951 | $276.4K | 0.00% | −331,822−95.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,365 | $284.0K | 0.00% | +3,607+30.7% | Added |
| Evergreen Capital Management LLC | 16,656 | $308.0K | 0.01% | +16,656 | New |
| Brown Advisory Inc | 16,680 | $308.4K | 0.00% | −801−4.6% | Reduced |