Commonwealth Equity Services
CTO

Commonwealth Equity Services’s CTO Realty Growth CTO Stock Holding History

Commonwealth Equity Services’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 		$221K Sell
11,975
-472
-4% -$8.8K ﹤0.01% 3915
2025
Q4 		$229K Sell
12,447
-10,521
-46% -$180K ﹤0.01% 3867
2025
Q3 		$374K Buy
22,968
+845
+4% +$14.3K ﹤0.01% 3435
2025
Q2 		$382K Sell
22,123
-467
-2% -$8.45K ﹤0.01% 3384
2025
Q1 		$436K Sell
22,590
-12,104
-35% -$235K ﹤0.01% 3137
2024
Q4 		$684K Buy
34,694
+993
+3% +$19.5K ﹤0.01% 2720
2024
Q3 		$641K Buy
33,701
+1,394
+4% +$26.5K ﹤0.01% 2695
2024
Q2 		$564K Sell
32,307
-1,929
-6% -$33.4K ﹤0.01% 2728
2024
Q1 		$580K Buy
34,236
+1,346
+4% +$22.6K ﹤0.01% 2705
2023
Q4 		$570K Sell
32,890
-3,779
-10% -$62.9K ﹤0.01% 2588
2023
Q3 		$594K Buy
36,669
+1,165
+3% +$20K ﹤0.01% 2451
2023
Q2 		$609K Buy
35,504
+9,253
+35% +$153K ﹤0.01% 2458
2023
Q1 		$453 Buy
+26,251
New +$475K ﹤0.01% 2643

Other funds holding CTO

BlackRock
BlackRock New York $5.7T 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 $121B 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 $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return