C
CTO

Covestor’s CTO Realty Growth CTO Stock Holding History

Covestor’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 		$13K Buy
582
+90
+18% +$1.82K 0.01% 1364
2026
Q1 		$9K Buy
492
+33
+7% +$616 0.01% 1458
2025
Q4 		$8K Buy
459
+3
+0.7% +$51 ﹤0.01% 1692
2025
Q3 		$7K Buy
+456
New +$7.7K ﹤0.01% 1792
2024
Q2 		– Sell
-2
Closed – – 2308
2024
Q1 		$0 Hold
2
– – ﹤0.01% 2308
2023
Q4 		$0 Buy
2
+1
+100% +$17 ﹤0.01% 2218
2023
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 2195

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

Covestor's CTO Position: Q2 2026 in Review

Covestor increased its CTO Realty Growth (CTO) stake by 18% in Q2 2026, buying an estimated $1.82K and bringing the position to 582 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1364.

Covestor first reported a position in CTO in Q3 2023 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Covestor held 582 shares of CTO Realty Growth worth $13K as of Q2 2026.
  • Covestor bought 90 CTO Realty Growth shares in Q2 2026, an estimated $1.82K.
  • CTO Realty Growth made up 0.01% of Covestor's portfolio in Q2 2026, its #1364 holding.
  • Covestor first reported a position in CTO Realty Growth in Q3 2023 and has held it in 7 quarters since.
  • 219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.