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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Covestor's CTO Position: Q1 2026 in Review

Covestor increased its CTO Realty Growth (CTO) stake by 7.2% in Q1 2026, buying an estimated $616 and bringing the position to 492 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1458.

Covestor first reported a position in CTO in Q3 2023 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Covestor held 492 shares of CTO Realty Growth worth $9K as of Q1 2026.
  • Covestor bought 33 CTO Realty Growth shares in Q1 2026, an estimated $616.
  • CTO Realty Growth made up 0.01% of Covestor's portfolio in Q1 2026, its #1458 holding.
  • Covestor first reported a position in CTO Realty Growth in Q3 2023 and has held it in 6 quarters since.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.