Bessemer Group’s CTO Realty Growth CTO Stock Holding History

Bessemer Group’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	$6K	Hold	299	–	–	﹤0.01%	2236
2026 Q1	$6K	Hold	299	–	–	﹤0.01%	2195
2025 Q4	$6K	Hold	299	–	–	﹤0.01%	2217
2025 Q3	$5K	Sell	299 -15	-5%	-$253	﹤0.01%	2133
2025 Q2	$5K	Hold	314	–	–	﹤0.01%	2012
2025 Q1	$6K	Buy	314 +192	+157%	+$3.72K	﹤0.01%	1945
2024 Q4	$2K	Buy	+122	New	+$2.4K	﹤0.01%	2198
2024 Q1	–	Sell	-7,500	Closed	-$130K	–	2065
2023 Q4	$130K	Hold	7,500	–	–	﹤0.01%	1152
2023 Q3	$122K	Hold	7,500	–	–	﹤0.01%	1137
2023 Q2	$129K	Hold	7,500	–	–	﹤0.01%	1157
2023 Q1	$129K	Hold	7,500	–	–	﹤0.01%	1004
2022 Q4	$137K	Hold	7,500	–	–	﹤0.01%	966
2022 Q3	$141K	Hold	7,500	–	–	﹤0.01%	959
2022 Q2	$153K	Hold	7,500	–	–	﹤0.01%	936
2022 Q1	$166K	Buy	+7,500	New	+$155K	﹤0.01%	869
2020 Q3	–	Sell	-54,892	Closed	-$589K	–	1419
2020 Q2	$589K	Hold	54,892	–	–	﹤0.01%	925
2020 Q1	$675K	Buy	54,892 +13,631	+33%	+$212K	﹤0.01%	702
2019 Q4	$676K	Sell	41,261 -10,683	-21%	-$184K	﹤0.01%	841
2019 Q3	$925K	Buy	51,944 +34,629	+200%	+$595K	﹤0.01%	708
2019 Q2	$281K	Buy	+17,315	New	+$283K	﹤0.01%	1008
2018 Q2	–	Sell	-13,999	Closed	-$239K	–	1698
2018 Q1	$239K	Sell	13,999 -5,158	-27%	-$91.1K	﹤0.01%	983
2017 Q4	$330K	Buy	+19,157	New	+$313K	﹤0.01%	905
2015 Q4	–	Sell	-173	Closed	-$2K	–	1592
2015 Q3	$2K	Buy	+173	New	+$2.6K	﹤0.01%	1460

Other funds holding CTO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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 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

Bessemer Group's CTO Position: Q2 2026 in Review

Bessemer Group held its CTO Realty Growth (CTO) position steady in Q2 2026 at 299 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Bessemer Group first reported a position in CTO in Q3 2015 and has held it in 23 quarters since. The position peaked at $925K in Q3 2019. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Bessemer Group held 299 shares of CTO Realty Growth worth $6K as of Q2 2026.
Bessemer Group left its CTO Realty Growth share count unchanged in Q2 2026.
CTO Realty Growth made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2236 holding.
Bessemer Group first reported a position in CTO Realty Growth in Q3 2015 and has held it in 23 quarters since.
Bessemer Group's CTO Realty Growth position peaked at $925K in Q3 2019.
220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.