Axa
CTO

Axa’s CTO Realty Growth CTO Stock Holding History

Axa’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
-63,877
Closed -$1.1M – 312
2025
Q2 		$1.1M Hold
63,877
– – ﹤0.01% 875
2025
Q1 		$1.23M Buy
63,877
+9,204
+17% +$179K ﹤0.01% 813
2024
Q4 		$1.08M Hold
54,673
– – ﹤0.01% 856
2024
Q3 		$1.04M Buy
54,673
+3,107
+6% +$59.1K ﹤0.01% 874
2024
Q2 		$900K Buy
+51,566
New +$892K ﹤0.01% 888
2018
Q2 		– Sell
-11,789
Closed -$201K – 1357
2018
Q1 		$201K Hold
11,789
– – ﹤0.01% 1323
2017
Q4 		$203K Buy
+11,789
New +$193K ﹤0.01% 1309

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $362M AUM 15.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 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