BRWM
CTO

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

B. Riley Wealth Management’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
2022
Q2 		$238 Buy
11,661
+1,905
+20% +$40K ﹤0.01% 607
2022
Q1 		$216K Sell
9,756
-456
-4% -$9.4K 0.02% 540
2021
Q4 		$209K Sell
10,212
-4,320
-30% -$80K 0.01% 571
2021
Q3 		$260K Sell
14,532
-15,600
-52% -$284K 0.02% 490
2021
Q2 		$538K Sell
30,132
-1,143
-4% -$20.2K 0.06% 225
2021
Q1 		$542K Buy
31,275
+1,062
+4% +$17.2K 0.06% 215
2020
Q4 		$425K Buy
+30,213
New +$398K 0.05% 226

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
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 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 $632M AUM 34.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's CTO Position: Q2 2022 in Review

B. Riley Wealth Management increased its CTO Realty Growth (CTO) stake by 20% in Q2 2022, buying an estimated $40K and bringing the position to 11,661 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #607.

B. Riley Wealth Management first reported a position in CTO in Q4 2020 and has held it in 7 quarters since. The position peaked at $542K in Q1 2021. 127 funds tracked by Wall St. Rank hold CTO as of Q2 2022.

  • B. Riley Wealth Management held 11,661 shares of CTO Realty Growth worth $238 as of Q2 2022.
  • B. Riley Wealth Management bought 1,905 CTO Realty Growth shares in Q2 2022, an estimated $40K.
  • CTO Realty Growth made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #607 holding.
  • B. Riley Wealth Management first reported a position in CTO Realty Growth in Q4 2020 and has held it in 7 quarters since.
  • B. Riley Wealth Management's CTO Realty Growth position peaked at $542K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.