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
Q2 		$19K Buy
885
+96
+12% +$1.94K ﹤0.01% 3238
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Allworth Financial's CTO Position: Q2 2026 in Review

Allworth Financial increased its CTO Realty Growth (CTO) stake by 12% in Q2 2026, buying an estimated $1.94K and bringing the position to 885 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Allworth Financial first reported a position in CTO in Q1 2022 and has held it in 18 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Allworth Financial held 885 shares of CTO Realty Growth worth $19K as of Q2 2026.
  • Allworth Financial bought 96 CTO Realty Growth shares in Q2 2026, an estimated $1.94K.
  • CTO Realty Growth made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3238 holding.
  • Allworth Financial first reported a position in CTO Realty Growth in Q1 2022 and has held it in 18 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.