Cambridge Investment Research Advisors’s CTO Realty Growth CTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Buy	15,365 +3,607	+31%	+$67.3K	﹤0.01%	3333
2025 Q4	$216K	Sell	11,758 -3,373	-22%	-$57.7K	﹤0.01%	3511
2025 Q3	$247K	Buy	15,131 +628	+4%	+$10.6K	﹤0.01%	3302
2025 Q2	$250K	Buy	14,503 +4,213	+41%	+$76.2K	﹤0.01%	3133
2025 Q1	$199K	Buy	+10,290	New	+$200K	﹤0.01%	3212
2023 Q4	–	Sell	-10,593	Closed	-$172K	–	3210
2023 Q3	$172K	Sell	10,593 -2,520	-19%	-$43.3K	﹤0.01%	2865
2023 Q2	$225K	Sell	13,113 -782	-6%	-$12.9K	﹤0.01%	2779
2023 Q1	$240K	Buy	13,895 +164	+1%	+$2.97K	﹤0.01%	2667
2022 Q4	$251K	Buy	13,731 +623	+5%	+$12K	﹤0.01%	2569
2022 Q3	$246K	Buy	13,108 +205	+2%	+$4.28K	﹤0.01%	2531
2022 Q2	$263K	Buy	12,903 +2,883	+29%	+$60.6K	﹤0.01%	2493
2022 Q1	$222K	Buy	+10,020	New	+$207K	﹤0.01%	2791