AF
CTO

Allworth Financial’s CTO Realty Growth CTO Stock Holding History

Allworth Financial’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
Q1 		$14.6K Buy
789
+384
+95% +$7.16K ﹤0.01% 3217
2025
Q4 		$7.45K Buy
405
+296
+272% +$5.06K ﹤0.01% 3461
2025
Q3 		$1.78K Buy
109
+42
+63% +$709 ﹤0.01% 4062
2025
Q2 		$1.16K Buy
67
+3
+5% +$54 ﹤0.01% 3916
2025
Q1 		$1.15K Sell
64
-90
-58% -$1.75K ﹤0.01% 3420
2024
Q4 		$2.96K Buy
154
+35
+29% +$689 ﹤0.01% 2998
2024
Q3 		$2.26K Hold
119
– – ﹤0.01% 2914
2024
Q2 		$2.25K Hold
119
– – ﹤0.01% 2874
2024
Q1 		$2.02K Hold
119
– – ﹤0.01% 2806
2023
Q4 		$2.06K Hold
119
– – ﹤0.01% 2672
2023
Q3 		$1.93K Hold
119
– – ﹤0.01% 2559
2023
Q2 		$2.04K Hold
119
– – ﹤0.01% 2474
2023
Q1 		$2.05K Sell
119
-36
-23% -$652 ﹤0.01% 2397
2022
Q4 		$2.83K Buy
155
+36
+30% +$691 ﹤0.01% 2109
2022
Q3 		$2K Buy
119
+50
+72% +$1.04K ﹤0.01% 2125
2022
Q2 		$1K Hold
69
– – ﹤0.01% 2121
2022
Q1 		$2K Buy
+69
New +$1.42K ﹤0.01% 1779

Other funds holding CTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return