EP
CTO

Essential Partners’s CTO Realty Growth CTO Stock Holding History

Essential Partners’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 		$7.27K Buy
338
+38
+13% +$770 ﹤0.01% 1365
2026
Q1 		$5.55K Buy
300
+33
+12% +$616 ﹤0.01% 1525
2025
Q4 		$4.92K Buy
267
+125
+88% +$2.14K ﹤0.01% 1435
2025
Q3 		$2.31K Buy
+142
New +$2.4K ﹤0.01% 1747

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

Essential Partners's CTO Position: Q2 2026 in Review

Essential Partners increased its CTO Realty Growth (CTO) stake by 13% in Q2 2026, buying an estimated $770 and bringing the position to 338 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Essential Partners first reported a position in CTO in Q3 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Essential Partners held 338 shares of CTO Realty Growth worth $7.27K as of Q2 2026.
  • Essential Partners bought 38 CTO Realty Growth shares in Q2 2026, an estimated $770.
  • CTO Realty Growth made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1365 holding.
  • Essential Partners first reported a position in CTO Realty Growth in Q3 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.