CFGS
CTO

Concourse Financial Group Securities’s CTO Realty Growth CTO Stock Holding History

Concourse Financial Group Securities’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
2024
Q4 		– Sell
-404
Closed -$7.95K – 2260
2024
Q3 		$7.68K Buy
+404
New +$7.68K ﹤0.01% 1761

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's CTO Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of CTO Realty Growth (CTO) in Q4 2024, closing a stake of 404 shares — an estimated $7.95K sold.

Concourse Financial Group Securities first reported a position in CTO in Q3 2024 and held it in 1 quarter. The position peaked at $7.68K in Q3 2024. 185 funds tracked by Wall St. Rank hold CTO as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining CTO Realty Growth position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 404 CTO Realty Growth shares in Q4 2024, an estimated $7.95K.
  • Concourse Financial Group Securities first reported a position in CTO Realty Growth in Q3 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's CTO Realty Growth position peaked at $7.68K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.