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, Q2 2026
Institutional positions in CTO Realty Growth, Inc. as of Jun 30, 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
- 219
- +23 vs. Q1 2026
- Shares held
- 25.0M
- +3.97M (+18.9%) vs. Q1 2026
- Total value
- $537.0M
- +$148.8M (+38.3%) vs. Q1 2026
- New holders
- 34
- 100 more added
- Sold out
- 11
- 42 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CTO Realty Growth, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $87 | 0.00% | −11−73.3% | Reduced |
| Fortitude Family Office, LLC | 10 | $215 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $280 | 0.00% | +6+85.7% | Added |
| Strategic Wealth Partners, Ltd. | 14 | $301 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $602 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $975 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 46 | $989 | 0.00% | +46 | New |
| WPG Advisers, LLC | 47 | $1.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $1.42K | 0.00% | −20−23.3% | Reduced |
| Fifth Third Bancorp | 78 | $1.68K | 0.00% | −24−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 95 | $2.04K | 0.00% | −409−81.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 97 | $2.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 102 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 107 | $2.30K | 0.00% | +107 | New |
| Clearstead Advisors, LLC | 108 | $2.32K | 0.00% | +108 | New |
| Huntington National Bank | 121 | $2.60K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 146 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 159 | $3.42K | 0.00% | +93+140.9% | Added |
| Parallel Advisors, LLC | 228 | $4.90K | 0.00% | −58−20.3% | Reduced |
| ESL Trust Services, LLC | 250 | $5.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 258 | $5.55K | 0.00% | −224−46.5% | Reduced |
| Wolff Wiese Magana LLC | 260 | $5.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $5.83K | 0.00% | +123+83.1% | Added |
| Bessemer Group Inc | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 300 | $6.45K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 337 | $7.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 338 | $7.27K | 0.00% | +38+12.7% | Added |
| JNBA Financial Advisors | 358 | $7.70K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 415 | $8.94K | 0.00% | +7+1.7% | Added |
| Ancora Advisors, LLC | 418 | $8.99K | 0.00% | −4−0.9% | Reduced |
| Versant Capital Management, Inc | 421 | $9.06K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 440 | $9.46K | 0.00% | −1,257−74.1% | Reduced |
| Massmutual Trust Co FSB | 456 | $9.81K | 0.00% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 470 | $10.1K | 0.00% | +470 | New |
| Cedar Mountain Advisors, LLC | 493 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 582 | $13.0K | 0.01% | +90+18.3% | Added |
| GWM Advisors LLC | 624 | $13.4K | 0.00% | +60+10.6% | Added |
| Anchor Bay Capital, Inc. | 637 | $13.7K | 0.01% | +637 | New |
| Sterling Capital Management LLC | 668 | $14.4K | 0.00% | −377−36.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 775 | $16.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 779 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 806 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 801 | $17.3K | 0.00% | +309+62.8% | Added |
| Allworth Financial LP | 885 | $19.0K | 0.00% | +96+12.2% | Added |
| Jones Financial Companies LLLP | 901 | $19.6K | 0.00% | +4+0.4% | Added |
| Avion Wealth | 1,071 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,070 | $23.0K | 0.00% | +98+10.1% | Added |
| Global Retirement Partners, LLC | 1,076 | $23.1K | 0.00% | +1,076 | New |
| Ares Financial Consulting, LLC | 1,079 | $23.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,088 | $23.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,172 | $25.2K | 0.00% | −1,390−54.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,650 | $35.5K | 0.00% | +1,000+153.8% | Added |
| GAMMA Investing LLC | 2,208 | $47.5K | 0.00% | +401+22.2% | Added |
| SRS Capital Advisors, Inc. | 2,211 | $47.6K | 0.00% | +2,150+3,524.6% | Added |
| Triumph Capital Management | 2,420 | $52.1K | 0.01% | −212−8.1% | Reduced |
| Signaturefd, LLC | 2,492 | $53.6K | 0.00% | +70+2.9% | Added |
| National Bank of Canada | 2,500 | $53.7K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,854 | $61.0K | 0.00% | +2,854 | New |
| Tower Research Capital LLC (TRC) | 2,964 | $63.8K | 0.00% | +954+47.5% | Added |
| Ameritas Investment Partners, Inc. | 3,010 | $64.7K | 0.00% | +410+15.8% | Added |
| Legal & General Group Plc | 3,235 | $69.6K | 0.00% | +475+17.2% | Added |
| Itau Unibanco Holding S.A. | 3,303 | $71.0K | 0.00% | −2,354−41.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,858 | $82.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,681 | $100.7K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,568 | $119.8K | 0.05% | −232−4.0% | Reduced |
| STRS Ohio | 6,500 | $139.8K | 0.00% | +1,100+20.4% | Added |
| The PNC Financial Services Group, Inc. | 6,826 | $146.8K | 0.00% | +1,060+18.4% | Added |
| Advisor Group Holdings, Inc. | 7,303 | $157.1K | 0.00% | +463+6.8% | Added |
| Royal Bank of Canada | 8,613 | $186.0K | 0.00% | +809+10.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,336 | $200.8K | 0.00% | +9,336 | New |
| Globeflex Capital L P | 9,847 | $211.8K | 0.03% | +9,847 | New |
| Inceptionr LLC | 9,954 | $214.1K | 0.05% | −11,604−53.8% | Reduced |
| Mariner, LLC | 10,502 | $225.9K | 0.00% | +10,502 | New |
| Thrivent Financial for Lutherans | 10,712 | $230.0K | 0.00% | −851−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,760 | $231.4K | 0.00% | +333+3.2% | Added |
| Wealthspire Advisors, LLC | 10,884 | $234.1K | 0.00% | +12+0.1% | Added |
| Samalin Investment Counsel, LLC | 11,001 | $236.6K | 0.08% | +77+0.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,023 | $237.1K | 0.00% | +2,109+23.7% | Added |
| Wealth Architects, LLC | 11,391 | $245.0K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 11,417 | $245.6K | 0.07% | −232−2.0% | Reduced |
| Jain Global LLC | 11,514 | $247.7K | 0.00% | +11,514 | New |
| Vanguard Global Advisers, LLC | 11,790 | $253.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 11,957 | $257.2K | 0.01% | +11,957 | New |
| Colony Group, LLC | 11,971 | $257.5K | 0.00% | +11,971 | New |
| Alps Advisors Inc | 12,059 | $259.4K | 0.00% | +230+1.9% | Added |
| New York State Common Retirement Fund | 12,097 | $260.2K | 0.00% | +4,800+65.8% | Added |
| Resona Asset Management Co.,Ltd. | 12,644 | $276.9K | 0.00% | 00.0% | Unchanged |
| Values Added Financial LLC | 13,225 | $284.5K | 0.10% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 13,700 | $294.7K | 0.30% | 00.0% | Unchanged |
| M&G Plc | 13,894 | $305.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,153 | $325.9K | 0.00% | +2,633+21.0% | Added |
| Commonwealth Equity Services, LLC | 15,203 | $327.0K | 0.00% | +3,228+27.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,274 | $328.5K | 0.00% | +323+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,814 | $336.7K | 0.00% | +5,803+58.0% | Added |
| Hillsdale Investment Management Inc. | 16,570 | $356.4K | 0.01% | +16,570 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 16,627 | $357.6K | 0.02% | −6,148−27.0% | Reduced |
| Evergreen Capital Management LLC | 16,656 | $358.3K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 16,680 | $358.8K | 0.00% | 00.0% | Unchanged |