AAS
CTO

Ameritas Advisory Services’s CTO Realty Growth CTO Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-900
Closed -$15.5K – 2279
2025
Q2 		$15.5K Buy
+900
New +$16.3K ﹤0.01% 1838

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $370M AUM 15.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's CTO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of CTO Realty Growth (CTO) in Q3 2025, closing a stake of 900 shares — an estimated $15.5K sold.

Ameritas Advisory Services first reported a position in CTO in Q2 2025 and held it in 1 quarter. The position peaked at $15.5K in Q2 2025. 177 funds tracked by Wall St. Rank hold CTO as of Q3 2025.

  • Ameritas Advisory Services reported no remaining CTO Realty Growth position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 900 CTO Realty Growth shares in Q3 2025, an estimated $15.5K.
  • Ameritas Advisory Services first reported a position in CTO Realty Growth in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's CTO Realty Growth position peaked at $15.5K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.