CIBC Private Wealth Group
CTO

CIBC Private Wealth Group’s CTO Realty Growth CTO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$41.6K Hold
2,261
– – ﹤0.01% 1857
2025
Q3 		$36.9K Buy
+2,261
New +$38.2K ﹤0.01% 1924
2024
Q4 		– Sell
-982
Closed -$18.7K – 3030
2024
Q3 		$18.7K Buy
+982
New +$18.7K ﹤0.01% 2186

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

CIBC Private Wealth Group's CTO Position: Q4 2025 in Review

CIBC Private Wealth Group held its CTO Realty Growth (CTO) position steady in Q4 2025 at 2,261 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

CIBC Private Wealth Group first reported a position in CTO in Q3 2024 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

  • CIBC Private Wealth Group held 2,261 shares of CTO Realty Growth worth $41.6K as of Q4 2025.
  • CIBC Private Wealth Group left its CTO Realty Growth share count unchanged in Q4 2025.
  • CTO Realty Growth made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1857 holding.
  • CIBC Private Wealth Group first reported a position in CTO Realty Growth in Q3 2024 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.