Superior Planning, LLC’s CTO Realty Growth CTO Stock Holding History

Superior Planning, LLC’s Portfolio CTO Stock Details CTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97K	Buy	+96	New	+$2.06K	﹤0.01%	1565

Other funds holding CTO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Superior Planning, LLC's CTO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CTO Realty Growth (CTO) in Q3 2026: 96 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings.

135 funds tracked by Wall St. Rank hold CTO as of Q3 2026.

Superior Planning, LLC held 96 shares of CTO Realty Growth worth $1.97K as of Q3 2026.
CTO Realty Growth was a new Superior Planning, LLC position in Q3 2026.
CTO Realty Growth made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1565 holding.
135 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.