AI
CTO

AXS Investments’s CTO Realty Growth CTO Stock Holding History

AXS Investments’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
2024
Q4 		– Sell
-29,068
Closed -$553K – 223
2024
Q3 		$553K Sell
29,068
-2,385
-8% -$45.4K 0.15% 191
2024
Q2 		$549K Hold
31,453
– – 0.15% 194
2024
Q1 		$533K Buy
31,453
+6,500
+26% +$109K 0.13% 217
2023
Q4 		$432K Sell
24,953
-6,265
-20% -$104K 0.1% 240
2023
Q3 		$506K Buy
+31,218
New +$536K 0.13% 214

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AXS Investments's CTO Position: Q4 2024 in Review

AXS Investments sold out of CTO Realty Growth (CTO) in Q4 2024, closing a stake of 29,068 shares — an estimated $553K sold.

AXS Investments first reported a position in CTO in Q3 2023 and held it in 5 quarters. The position peaked at $553K in Q3 2024. 185 funds tracked by Wall St. Rank hold CTO as of Q4 2024.

  • AXS Investments reported no remaining CTO Realty Growth position as of Q4 2024 after selling out during the quarter.
  • AXS Investments sold 29,068 CTO Realty Growth shares in Q4 2024, an estimated $553K.
  • AXS Investments first reported a position in CTO Realty Growth in Q3 2023 and held it in 5 quarters.
  • AXS Investments's CTO Realty Growth position peaked at $553K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2024.

Based on AXS Investments's 13F filing for Q4 2024, filed 10 Feb 2025.