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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axa's CTO Position: Q3 2025 in Review

Axa sold out of CTO Realty Growth (CTO) in Q3 2025, closing a stake of 63,877 shares — an estimated $1.1M sold.

Axa first reported a position in CTO in Q4 2017 and held it in 7 quarters. The position peaked at $1.23M in Q1 2025. 177 funds tracked by Wall St. Rank hold CTO as of Q3 2025.

Axa reported no remaining CTO Realty Growth position as of Q3 2025 after selling out during the quarter.
Axa sold 63,877 CTO Realty Growth shares in Q3 2025, an estimated $1.1M.
Axa first reported a position in CTO Realty Growth in Q4 2017 and held it in 7 quarters.
Axa's CTO Realty Growth position peaked at $1.23M in Q1 2025.
177 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.