CFG
CTO

CKW Financial Group’s CTO Realty Growth CTO Stock Holding History

CKW Financial 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
Q2 		– Sell
-50
Closed -$1K – 180
2025
Q1 		$1K Buy
+50
New +$970 ﹤0.01% 165

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CKW Financial Group's CTO Position: Q2 2025 in Review

CKW Financial Group sold out of CTO Realty Growth (CTO) in Q2 2025, closing a stake of 50 shares — an estimated $1K sold.

CKW Financial Group first reported a position in CTO in Q1 2025 and held it in 1 quarter. The position peaked at $1K in Q1 2025. 170 funds tracked by Wall St. Rank hold CTO as of Q2 2025.

  • CKW Financial Group reported no remaining CTO Realty Growth position as of Q2 2025 after selling out during the quarter.
  • CKW Financial Group sold 50 CTO Realty Growth shares in Q2 2025, an estimated $1K.
  • CKW Financial Group first reported a position in CTO Realty Growth in Q1 2025 and held it in 1 quarter.
  • CKW Financial Group's CTO Realty Growth position peaked at $1K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2025.

Based on CKW Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.