AG
CTO

AmeriFlex Group’s CTO Realty Growth CTO Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-300
Closed -$5.79K – 1105
2025
Q1 		$5.79K Buy
300
+200
+200% +$3.88K ﹤0.01% 967
2024
Q4 		$1.96K Buy
+100
New +$1.97K ﹤0.01% 1045

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriFlex Group's CTO Position: Q2 2025 in Review

AmeriFlex Group sold out of CTO Realty Growth (CTO) in Q2 2025, closing a stake of 300 shares — an estimated $5.79K sold.

AmeriFlex Group first reported a position in CTO in Q4 2024 and held it in 2 quarters. The position peaked at $5.79K in Q1 2025. 170 funds tracked by Wall St. Rank hold CTO as of Q2 2025.

  • AmeriFlex Group reported no remaining CTO Realty Growth position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 300 CTO Realty Growth shares in Q2 2025, an estimated $5.79K.
  • AmeriFlex Group first reported a position in CTO Realty Growth in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's CTO Realty Growth position peaked at $5.79K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.