Cedar Mountain Advisors’s CTO Realty Growth CTO Stock Holding History

Cedar Mountain 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
2026 Q2	$10.6K	Hold	493	–	–	﹤0.01%	484
2026 Q1	$9.12K	Buy	+493	New	+$9.2K	﹤0.01%	488

Other funds holding CTO

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return