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Ellsworth Advisors’s CTO Realty Growth CTO Stock Holding History

Ellsworth Advisors’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 		$1.09M Buy
+53,239
New +$1.14M 0.18% 103

Other funds holding CTO

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
LCM
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Ellsworth Advisors's CTO Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in CTO Realty Growth (CTO) in Q3 2026: 53,239 shares worth $1.09M. The stake represents 0.18% of the portfolio and ranks #103 among its holdings.

17 funds tracked by Wall St. Rank hold CTO as of Q3 2026.

  • Ellsworth Advisors held 53,239 shares of CTO Realty Growth worth $1.09M as of Q3 2026.
  • CTO Realty Growth was a new Ellsworth Advisors position in Q3 2026.
  • CTO Realty Growth made up 0.18% of Ellsworth Advisors's portfolio in Q3 2026, its #103 holding.
  • 17 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.