BFS
CTO

Bare Financial Services’s CTO Realty Growth CTO Stock Holding History

Bare Financial Services’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
2026
Q2 		$3.42K Buy
159
+93
+141% +$1.88K ﹤0.01% 991
2026
Q1 		$1.22K Sell
66
-33
-33% -$616 ﹤0.01% 1166
2025
Q4 		$1.82K Buy
+99
New +$1.69K ﹤0.01% 897

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
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

Bare Financial Services's CTO Position: Q2 2026 in Review

Bare Financial Services increased its CTO Realty Growth (CTO) stake by 141% in Q2 2026, buying an estimated $1.88K and bringing the position to 159 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Bare Financial Services first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Bare Financial Services held 159 shares of CTO Realty Growth worth $3.42K as of Q2 2026.
  • Bare Financial Services bought 93 CTO Realty Growth shares in Q2 2026, an estimated $1.88K.
  • CTO Realty Growth made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #991 holding.
  • Bare Financial Services first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.