FMII
CTO

Farmers & Merchants Investments Inc’s CTO Realty Growth CTO Stock Holding History

Farmers & Merchants Investments Inc’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
Q1 		– Sell
-1,500
Closed -$29.6K – 1755
2024
Q4 		$29.6K Hold
1,500
– – ﹤0.01% 506
2024
Q3 		$28.5K Hold
1,500
– – ﹤0.01% 516
2024
Q2 		$26.2K Buy
+1,500
New +$26K ﹤0.01% 514

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Farmers & Merchants Investments Inc's CTO Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of CTO Realty Growth (CTO) in Q1 2025, closing a stake of 1,500 shares — an estimated $29.6K sold.

Farmers & Merchants Investments Inc first reported a position in CTO in Q2 2024 and held it in 3 quarters. The position peaked at $29.6K in Q4 2024. 181 funds tracked by Wall St. Rank hold CTO as of Q1 2025.

  • Farmers & Merchants Investments Inc reported no remaining CTO Realty Growth position as of Q1 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,500 CTO Realty Growth shares in Q1 2025, an estimated $29.6K.
  • Farmers & Merchants Investments Inc first reported a position in CTO Realty Growth in Q2 2024 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's CTO Realty Growth position peaked at $29.6K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.