CPG
CTO

Cornerstone Planning Group’s CTO Realty Growth CTO Stock Holding History

Cornerstone Planning Group’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 		$975 Hold
44
– – ﹤0.01% 1513
2026
Q1 		$906 Buy
44
+25
+132% +$466 ﹤0.01% 1496
2025
Q4 		$330 Hold
19
– – ﹤0.01% 1596
2025
Q3 		$318 Sell
19
-5
-21% -$84 ﹤0.01% 1570
2025
Q2 		$396 Hold
24
– – ﹤0.01% 1365
2025
Q1 		$435 Hold
24
– – ﹤0.01% 1340
2024
Q4 		$470 Hold
24
– – ﹤0.01% 1161
2024
Q3 		$461 Hold
24
– – ﹤0.01% 1106
2024
Q2 		$468 Hold
24
– – ﹤0.01% 1088
2024
Q1 		$409 Buy
+24
New +$404 ﹤0.01% 972

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cornerstone Planning Group's CTO Position: Q2 2026 in Review

Cornerstone Planning Group held its CTO Realty Growth (CTO) position steady in Q2 2026 at 44 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Cornerstone Planning Group first reported a position in CTO in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Cornerstone Planning Group held 44 shares of CTO Realty Growth worth $975 as of Q2 2026.
  • Cornerstone Planning Group left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1513 holding.
  • Cornerstone Planning Group first reported a position in CTO Realty Growth in Q1 2024 and has held it in 10 quarters since.
  • 95 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.