BRWA
CTO

B. Riley Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

B. Riley Wealth Advisors’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
2023
Q1 		– Sell
-10,615
Closed -$194K – 1542
2022
Q4 		$194K Sell
10,615
-1,583
-13% -$30.4K 0.01% 1279
2022
Q3 		$229K Buy
+12,198
New +$255K 0.01% 1164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

B. Riley Wealth Advisors's CTO Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of CTO Realty Growth (CTO) in Q1 2023, closing a stake of 10,615 shares — an estimated $194K sold.

B. Riley Wealth Advisors first reported a position in CTO in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q3 2022. 135 funds tracked by Wall St. Rank hold CTO as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining CTO Realty Growth position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,615 CTO Realty Growth shares in Q1 2023, an estimated $194K.
  • B. Riley Wealth Advisors first reported a position in CTO Realty Growth in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CTO Realty Growth position peaked at $229K in Q3 2022.
  • 135 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.