Creative Planning
CTO

Creative Planning’s CTO Realty Growth CTO Stock Holding History

Creative Planning’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 		$467K Buy
21,710
+2,729
+14% +$55.3K ﹤0.01% 3241
2026
Q1 		$351K Buy
18,981
+121
+0.6% +$2.26K ﹤0.01% 3297
2025
Q4 		$347K Buy
18,860
+6,170
+49% +$106K ﹤0.01% 3143
2025
Q3 		$207K Buy
12,690
+1,107
+10% +$18.7K ﹤0.01% 3456
2025
Q2 		$200K Sell
11,583
-1,927
-14% -$34.9K ﹤0.01% 3221
2025
Q1 		$261K Sell
13,510
-3,084
-19% -$59.8K ﹤0.01% 2871
2024
Q4 		$327K Buy
16,594
+4,139
+33% +$81.4K ﹤0.01% 2584
2024
Q3 		$237K Buy
+12,455
New +$237K ﹤0.01% 2715

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

Creative Planning's CTO Position: Q2 2026 in Review

Creative Planning increased its CTO Realty Growth (CTO) stake by 14% in Q2 2026, buying an estimated $55.3K and bringing the position to 21,710 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Creative Planning first reported a position in CTO in Q3 2024 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Creative Planning held 21,710 shares of CTO Realty Growth worth $467K as of Q2 2026.
  • Creative Planning bought 2,729 CTO Realty Growth shares in Q2 2026, an estimated $55.3K.
  • CTO Realty Growth made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3241 holding.
  • Creative Planning first reported a position in CTO Realty Growth in Q3 2024 and has held it in 8 quarters since.
  • 219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.