EWA
CTO

EverSource Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

EverSource Wealth 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
Q1 		$9.32K Sell
504
-20
-4% -$373 ﹤0.01% 2954
2025
Q4 		$9.65K Sell
524
-517
-50% -$8.84K ﹤0.01% 2816
2025
Q3 		$17K Sell
1,041
-35
-3% -$591 ﹤0.01% 2482
2025
Q2 		$18.6K Buy
1,076
+1,002
+1,354% +$18.1K ﹤0.01% 2356
2025
Q1 		$1.43K Buy
74
+3
+4% +$58 ﹤0.01% 3085
2024
Q4 		$1.4K Sell
71
-92
-56% -$1.81K ﹤0.01% 2854
2024
Q3 		$3.1K Hold
163
– – ﹤0.01% 2406
2024
Q2 		$3.27K Hold
163
– – ﹤0.01% 2370
2024
Q1 		$2.83K Sell
163
-40
-20% -$673 ﹤0.01% 2270
2023
Q4 		$3.52K Sell
203
-161
-44% -$2.68K ﹤0.01% 1994
2023
Q3 		$5.9K Hold
364
– – ﹤0.01% 1644
2023
Q2 		$6.24K Buy
+364
New +$6.01K ﹤0.01% 1636

Other funds holding CTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return