BM
CTO

Bill Miller’s CTO Realty Growth CTO Stock Holding History

Bill Miller’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 		$11.6M Sell
539,900
-16,153
-3% -$327K 2.75% 14
2026
Q1 		$10.3M Buy
556,053
+121,908
+28% +$2.27M 2.68% 13
2025
Q4 		$7.99M Buy
434,145
+5,000
+1% +$85.5K 2.82% 16
2025
Q3 		$7M Buy
429,145
+30,000
+8% +$506K 2.57% 16
2025
Q2 		$6.89M Buy
399,145
+15,245
+4% +$276K 2.92% 13
2025
Q1 		$7.41M Hold
383,900
– – 3.38% 10
2024
Q4 		$7.57M Hold
383,900
– – 3.23% 14
2024
Q3 		$7.3M Sell
383,900
-60,000
-14% -$1.14M 4.12% 11
2024
Q2 		$7.75M Hold
443,900
– – 4.95% 8
2024
Q1 		$7.52M Buy
443,900
+15,000
+3% +$252K 4.81% 9
2023
Q4 		$7.43M Hold
428,900
– – 4.41% 11
2023
Q3 		$6.95M Sell
428,900
-8,000
-2% -$137K 4.37% 9
2023
Q2 		$7.49M Buy
436,900
+25,000
+6% +$413K 4.93% 5
2023
Q1 		$7.11M Buy
411,900
+30,000
+8% +$543K 0.44% 39
2022
Q4 		$6.98M Buy
381,900
+21,900
+6% +$421K 0.45% 40
2022
Q3 		$6.75M Buy
360,000
+75,000
+26% +$1.57M 0.41% 44
2022
Q2 		$5.81M Buy
285,000
+90,000
+46% +$1.89M 0.29% 45
2022
Q1 		$4.31M Buy
195,000
+45,000
+30% +$928K 0.14% 57
2021
Q4 		$3.07M Buy
+150,000
New +$2.78M 0.08% 67

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

Bill Miller's CTO Position: Q2 2026 in Review

Bill Miller reduced its CTO Realty Growth (CTO) stake by 2.9% in Q2 2026, selling an estimated $327K and leaving 539,900 shares worth $11.6M. The position accounts for 2.75% of the portfolio, ranked #14.

Bill Miller first reported a position in CTO in Q4 2021 and has held it in 19 quarters since. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Bill Miller held 539,900 shares of CTO Realty Growth worth $11.6M as of Q2 2026.
  • Bill Miller sold 16,153 CTO Realty Growth shares in Q2 2026, an estimated $327K.
  • CTO Realty Growth made up 2.75% of Bill Miller's portfolio in Q2 2026, its #14 holding.
  • Bill Miller first reported a position in CTO Realty Growth in Q4 2021 and has held it in 19 quarters since.
  • 219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.