Cerity Partners
CTO icon

Cerity Partners’s CTO Realty Growth CTO Stock Holding History

Cerity Partners’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 		$368K Buy
17,116
+5,205
+44% +$105K ﹤0.01% 2643
2026
Q1 		$220K Sell
11,911
-276
-2% -$5.15K ﹤0.01% 2821
2025
Q4 		$224K Buy
+12,187
New +$208K ﹤0.01% 2571

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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

Cerity Partners's CTO Position: Q2 2026 in Review

Cerity Partners increased its CTO Realty Growth (CTO) stake by 44% in Q2 2026, buying an estimated $105K and bringing the position to 17,116 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Cerity Partners first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Cerity Partners held 17,116 shares of CTO Realty Growth worth $368K as of Q2 2026.
  • Cerity Partners bought 5,205 CTO Realty Growth shares in Q2 2026, an estimated $105K.
  • CTO Realty Growth made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2643 holding.
  • Cerity Partners first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.