CA
CTO

Clearstead Advisors’s CTO Realty Growth CTO Stock Holding History

Clearstead 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 		$2.32K Buy
+108
New +$2.19K ﹤0.01% 2429
2026
Q1 		– Sell
-1,789
Closed -$32.9K – 2389
2025
Q4 		$32.9K Buy
1,789
+1,250
+232% +$21.4K ﹤0.01% 1556
2025
Q3 		$8.79K Buy
539
+2
+0.4% +$34 ﹤0.01% 1963
2025
Q2 		$9.27K Buy
+537
New +$9.71K ﹤0.01% 1913

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 $3.37T AUM 44.26% 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

Clearstead Advisors's CTO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CTO Realty Growth (CTO) in Q2 2026: 108 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #2429 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CTO as recently as Q4 2025.

Clearstead Advisors first reported a position in CTO in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.9K in Q4 2025. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Clearstead Advisors held 108 shares of CTO Realty Growth worth $2.32K as of Q2 2026.
  • CTO Realty Growth was a new Clearstead Advisors position in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2429 holding.
  • Clearstead Advisors first reported a position in CTO Realty Growth in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's CTO Realty Growth position peaked at $32.9K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.