Fidelity Investments’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
95,487
+72,270
| +311% | +$1.46M | ﹤0.01% | 2742 |
|
|
2026
Q1 | $429K | Buy |
23,217
+539
| +2% | +$10.1K | ﹤0.01% | 3189 |
|
|
2025
Q4 | $417K | Buy |
22,678
+10,859
| +92% | +$186K | ﹤0.01% | 3144 |
|
|
2025
Q3 | $193K | Buy |
11,819
+637
| +6% | +$10.8K | ﹤0.01% | 3360 |
|
|
2025
Q2 | $193K | Sell |
11,182
-16,604
| -60% | -$300K | ﹤0.01% | 3320 |
|
|
2025
Q1 | $537K | Sell |
27,786
-6,520
| -19% | -$126K | ﹤0.01% | 2878 |
|
|
2024
Q4 | $676K | Buy |
34,306
+20,698
| +152% | +$407K | ﹤0.01% | 2809 |
|
|
2024
Q3 | $259K | Buy |
13,608
+11,184
| +461% | +$213K | ﹤0.01% | 3105 |
|
|
2024
Q2 | $42.3K | Sell |
2,424
-85
| -3% | -$1.47K | ﹤0.01% | 3698 |
|
|
2024
Q1 | $42.5K | Sell |
2,509
-770
| -23% | -$12.9K | ﹤0.01% | 3667 |
|
|
2023
Q4 | $56.8K | Sell |
3,279
-597
| -15% | -$9.94K | ﹤0.01% | 3463 |
|
|
2023
Q3 | $62.8K | Buy |
3,876
+1,301
| +51% | +$22.3K | ﹤0.01% | 3275 |
|
|
2023
Q2 | $44.1K | Sell |
2,575
-11,373
| -82% | -$188K | ﹤0.01% | 3487 |
|
|
2023
Q1 | $241K | Buy |
13,948
+13,785
| +8,457% | +$250K | ﹤0.01% | 2917 |
|
|
2022
Q4 | $2.98K | Sell |
163
-133
| -45% | -$2.55K | ﹤0.01% | 4409 |
|
|
2022
Q3 | $6K | Sell |
296
-4,342
| -94% | -$90.6K | ﹤0.01% | 4239 |
|
|
2022
Q2 | $94K | Sell |
4,638
-1,230
| -21% | -$25.8K | ﹤0.01% | 3350 |
|
|
2022
Q1 | $130K | Buy |
5,868
+5,862
| +97,700% | +$121K | ﹤0.01% | 3372 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | +$111 | ﹤0.01% | 4413 |
|
|
2020
Q2 | – | Sell |
-136
| Closed | -$2K | – | 3663 |
|
|
2020
Q1 | $2K | Hold |
136
| – | – | ﹤0.01% | 3388 |
|
|
2019
Q4 | $2K | Hold |
136
| – | – | ﹤0.01% | 3546 |
|
|
2019
Q3 | $2K | Sell |
136
-230,405
| -100% | -$3.96M | ﹤0.01% | 3542 |
|
|
2019
Q2 | $3.74M | Sell |
230,541
-82,105
| -26% | -$1.34M | ﹤0.01% | 2178 |
|
|
2019
Q1 | $5.01M | Sell |
312,646
-94,580
| -23% | -$1.53M | ﹤0.01% | 2080 |
|
|
2018
Q4 | $5.8M | Buy |
407,226
+1,721
| +0.4% | +$26.9K | ﹤0.01% | 1984 |
|
|
2018
Q3 | $6.86M | Sell |
405,505
-165,522
| -29% | -$2.8M | ﹤0.01% | 2053 |
|
|
2018
Q2 | $9.53M | Sell |
571,027
-90,977
| -14% | -$1.5M | ﹤0.01% | 1957 |
|
|
2018
Q1 | $11.3M | Buy |
662,004
+2,719
| +0.4% | +$48K | ﹤0.01% | 1928 |
|
|
2017
Q4 | $11.4M | Buy |
659,285
+384,289
| +140% | +$6.28M | ﹤0.01% | 1915 |
|
|
2017
Q3 | $4.48M | Buy |
274,996
+8,996
| +3% | +$136K | ﹤0.01% | 2180 |
|
|
2017
Q2 | $4.11M | Buy |
266,000
+65,517
| +33% | +$975K | ﹤0.01% | 2212 |
|
|
2017
Q1 | $2.91M | Buy |
200,483
+258
| +0.1% | +$3.77K | ﹤0.01% | 2294 |
|
|
2016
Q4 | $2.9M | Hold |
200,225
| – | – | ﹤0.01% | 2304 |
|
|
2016
Q3 | $2.78M | Sell |
200,225
-5,158
| -3% | -$69.6K | ﹤0.01% | 2310 |
|
|
2016
Q2 | $2.65M | Sell |
205,383
-9,210
| -4% | -$120K | ﹤0.01% | 2324 |
|
|
2016
Q1 | $2.69M | Buy |
214,593
+14,736
| +7% | +$189K | ﹤0.01% | 2311 |
|
|
2015
Q4 | $2.86M | Buy |
199,857
+68,154
| +52% | +$981K | ﹤0.01% | 2341 |
|
|
2015
Q3 | $1.78M | Sell |
131,703
-3,316
| -2% | -$49.8K | ﹤0.01% | 2448 |
|
|
2015
Q2 | $2.11M | Buy |
135,019
+11,052
| +9% | +$169K | ﹤0.01% | 2441 |
|
|
2015
Q1 | $2.01M | Hold |
123,967
| – | – | ﹤0.01% | 2423 |
|
|
2014
Q4 | $1.88M | Sell |
123,967
-1,842
| -1% | -$25.9K | ﹤0.01% | 2434 |
|
|
2014
Q3 | $1.68M | Hold |
125,809
| – | – | ﹤0.01% | 2457 |
|
|
2014
Q2 | $1.57M | Sell |
125,809
-3,684
| -3% | -$42.8K | ﹤0.01% | 2439 |
|
|
2014
Q1 | $1.42M | Hold |
129,493
| – | – | ﹤0.01% | 2427 |
|
|
2013
Q4 | $1.28M | Hold |
129,493
| – | – | ﹤0.01% | 2418 |
|
|
2013
Q3 | $1.35M | Buy |
129,493
+921
| +0.7% | +$9.55K | ﹤0.01% | 2408 |
|
|
2013
Q2 | $1.33M | Buy |
+128,572
| New | +$1.32M | ﹤0.01% | 2371 |
|
Other funds holding CTO
HRES
CCM
GWI
Fidelity Investments's CTO Position: Q2 2026 in Review
Fidelity Investments increased its CTO Realty Growth (CTO) stake by 311% in Q2 2026, buying an estimated $1.46M and bringing the position to 95,487 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2742.
Fidelity Investments first reported a position in CTO in Q2 2013 and has held it in 47 quarters since. The position peaked at $11.4M in Q4 2017. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.
- Fidelity Investments held 95,487 shares of CTO Realty Growth worth $2.05M as of Q2 2026.
- Fidelity Investments bought 72,270 CTO Realty Growth shares in Q2 2026, an estimated $1.46M.
- CTO Realty Growth made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2742 holding.
- Fidelity Investments first reported a position in CTO Realty Growth in Q2 2013 and has held it in 47 quarters since.
- Fidelity Investments's CTO Realty Growth position peaked at $11.4M in Q4 2017.
- 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.