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

Capital Performance Advisors’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
2024
Q4 		– Sell
-327
Closed -$6.22K – 765
2024
Q3 		$6.22K Buy
+327
New +$6.22K ﹤0.01% 1019

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Performance Advisors's CTO Position: Q4 2024 in Review

Capital Performance Advisors sold out of CTO Realty Growth (CTO) in Q4 2024, closing a stake of 327 shares — an estimated $6.22K sold.

Capital Performance Advisors first reported a position in CTO in Q3 2024 and held it in 1 quarter. The position peaked at $6.22K in Q3 2024. 185 funds tracked by Wall St. Rank hold CTO as of Q4 2024.

  • Capital Performance Advisors reported no remaining CTO Realty Growth position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 327 CTO Realty Growth shares in Q4 2024, an estimated $6.22K.
  • Capital Performance Advisors first reported a position in CTO Realty Growth in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CTO Realty Growth position peaked at $6.22K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.