Covestor
CTO icon

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
Q3 		$1K Sell
39
-543
-93% -$11.7K ﹤0.01% 2058
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ingalls & Snyder LLC
Ingalls & Snyder LLC New York $3.91B AUM 60.54% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Covestor's CTO Position: Q3 2026 in Review

Covestor reduced its CTO Realty Growth (CTO) stake by 93% in Q3 2026, selling an estimated $11.7K and leaving 39 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Covestor first reported a position in CTO in Q3 2023 and has held it in 8 quarters since. The position peaked at $13K in Q2 2026. 155 funds tracked by Wall St. Rank hold CTO as of Q3 2026.

  • Covestor held 39 shares of CTO Realty Growth worth $1K as of Q3 2026.
  • Covestor sold 543 CTO Realty Growth shares in Q3 2026, an estimated $11.7K.
  • CTO Realty Growth made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2058 holding.
  • Covestor first reported a position in CTO Realty Growth in Q3 2023 and has held it in 8 quarters since.
  • Covestor's CTO Realty Growth position peaked at $13K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.