Envestnet Asset Management

Envestnet Asset Management’s CTO Realty Growth CTO Stock Holding History

Envestnet Asset Management’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
2025 Q2	$426K	Sell
2025 Q1	$485K	Sell
2024 Q4	$498K	Sell
2024 Q3	$513K	Sell
2024 Q2	$479K	Sell
2024 Q1	$471K	Buy
2023 Q4	$476K	Sell
2023 Q3	$683K	Buy