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
Q2 		$327K Buy
15,203
+3,228
+27% +$65.4K ﹤0.01% 3694
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 		$453K Buy
+26,251
New +$475K ﹤0.01% 2643

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

Commonwealth Equity Services's CTO Position: Q2 2026 in Review

Commonwealth Equity Services increased its CTO Realty Growth (CTO) stake by 27% in Q2 2026, buying an estimated $65.4K and bringing the position to 15,203 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Commonwealth Equity Services first reported a position in CTO in Q1 2023 and has held it in 14 quarters since. The position peaked at $684K in Q4 2024. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Commonwealth Equity Services held 15,203 shares of CTO Realty Growth worth $327K as of Q2 2026.
  • Commonwealth Equity Services bought 3,228 CTO Realty Growth shares in Q2 2026, an estimated $65.4K.
  • CTO Realty Growth made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3694 holding.
  • Commonwealth Equity Services first reported a position in CTO Realty Growth in Q1 2023 and has held it in 14 quarters since.
  • Commonwealth Equity Services's CTO Realty Growth position peaked at $684K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.