CAL
CTO

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return