Cerity Partners
CTO

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
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 $5.72T 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 $124B 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 $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Cerity Partners's CTO Position: Q1 2026 in Review

Cerity Partners reduced its CTO Realty Growth (CTO) stake by 2.3% in Q1 2026, selling an estimated $5.15K and leaving 11,911 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Cerity Partners first reported a position in CTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Cerity Partners held 11,911 shares of CTO Realty Growth worth $220K as of Q1 2026.
  • Cerity Partners sold 276 CTO Realty Growth shares in Q1 2026, an estimated $5.15K.
  • CTO Realty Growth made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2821 holding.
  • Cerity Partners first reported a position in CTO Realty Growth in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's CTO Realty Growth position peaked at $224K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.