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
Q2 		$2.04K Sell
95
-409
-81% -$8.28K ﹤0.01% 3714
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 $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

EverSource Wealth Advisors's CTO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CTO Realty Growth (CTO) stake by 81% in Q2 2026, selling an estimated $8.28K and leaving 95 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3714.

EverSource Wealth Advisors first reported a position in CTO in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.6K in Q2 2025. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • EverSource Wealth Advisors held 95 shares of CTO Realty Growth worth $2.04K as of Q2 2026.
  • EverSource Wealth Advisors sold 409 CTO Realty Growth shares in Q2 2026, an estimated $8.28K.
  • CTO Realty Growth made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3714 holding.
  • EverSource Wealth Advisors first reported a position in CTO Realty Growth in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's CTO Realty Growth position peaked at $18.6K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.