Capital Advisors Ltd’s CTO Realty Growth CTO Stock Holding History

Capital Advisors Ltd’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	$17K	Hold	806	–	–	﹤0.01%	724
2026 Q1	$15K	Hold	806	–	–	﹤0.01%	733
2025 Q4	$15K	Buy	806 +206	+34%	+$3.52K	﹤0.01%	713
2025 Q3	$10K	Sell	600 -594	-50%	-$10K	﹤0.01%	797
2025 Q2	$21K	Buy	1,194 +675	+130%	+$12.2K	﹤0.01%	614
2025 Q1	$10K	Sell	519 -15	-3%	-$291	﹤0.01%	765
2024 Q4	$11K	Buy	534 +43	+9%	+$846	﹤0.01%	755
2024 Q3	$9K	Hold	491	–	–	﹤0.01%	789
2024 Q2	$9K	Hold	491	–	–	﹤0.01%	766
2024 Q1	$8K	Buy	491 +78	+19%	+$1.31K	﹤0.01%	761
2023 Q4	$7K	Buy	413 +327	+380%	+$5.44K	﹤0.01%	749
2023 Q3	$1K	Hold	86	–	–	﹤0.01%	1103
2023 Q2	$1K	Buy	+86	New	+$1.42K	﹤0.01%	1114

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

Capital Advisors Ltd's CTO Position: Q2 2026 in Review

Capital Advisors Ltd held its CTO Realty Growth (CTO) position steady in Q2 2026 at 806 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Capital Advisors Ltd first reported a position in CTO in Q2 2023 and has held it in 13 quarters since. The position peaked at $21K in Q2 2025. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Capital Advisors Ltd held 806 shares of CTO Realty Growth worth $17K as of Q2 2026.
Capital Advisors Ltd left its CTO Realty Growth share count unchanged in Q2 2026.
CTO Realty Growth made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #724 holding.
Capital Advisors Ltd first reported a position in CTO Realty Growth in Q2 2023 and has held it in 13 quarters since.
Capital Advisors Ltd's CTO Realty Growth position peaked at $21K in Q2 2025.
220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.