CAM
CTO

Concorde Asset Management’s CTO Realty Growth CTO Stock Holding History

Concorde Asset Management’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 		– Sell
-10,850
Closed -$175K – 242
2025
Q3 		$175K Buy
+10,850
New +$183K 0.07% 213
2025
Q1 		$263K Hold
15,050
– – 0.14% 132
2024
Q4 		$297K Buy
15,050
+100
+0.7% +$1.97K 0.15% 121
2024
Q3 		$284K Buy
14,950
+3,250
+28% +$61.8K 0.16% 120
2024
Q2 		$204K Buy
+11,700
New +$202K 0.13% 150
2024
Q1 		– Sell
-10,800
Closed -$187K – 142
2023
Q4 		$187K Buy
+10,800
New +$180K 0.13% 150

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Concorde Asset Management's CTO Position: Q4 2025 in Review

Concorde Asset Management sold out of CTO Realty Growth (CTO) in Q4 2025, closing a stake of 10,850 shares — an estimated $175K sold.

Concorde Asset Management first reported a position in CTO in Q4 2023 and held it in 6 quarters. The position peaked at $297K in Q4 2024. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

  • Concorde Asset Management reported no remaining CTO Realty Growth position as of Q4 2025 after selling out during the quarter.
  • Concorde Asset Management sold 10,850 CTO Realty Growth shares in Q4 2025, an estimated $175K.
  • Concorde Asset Management first reported a position in CTO Realty Growth in Q4 2023 and held it in 6 quarters.
  • Concorde Asset Management's CTO Realty Growth position peaked at $297K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on Concorde Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.