FFA
CTO

First Foundation Advisors’s CTO Realty Growth CTO Stock Holding History

First Foundation 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
2025
Q3 		– Sell
-12,000
Closed -$207K – 338
2025
Q2 		$207K Sell
12,000
-375
-3% -$6.78K 0.01% 321
2025
Q1 		$239K Hold
12,375
– – 0.01% 300
2024
Q4 		$244K Hold
12,375
– – 0.01% 307
2024
Q3 		$235K Hold
12,375
– – 0.01% 315
2024
Q2 		$216K Hold
12,375
– – 0.01% 316
2024
Q1 		$210K Hold
12,375
– – 0.01% 327
2023
Q4 		$214K Sell
12,375
-3,548
-22% -$59K 0.01% 329
2023
Q3 		$258K Hold
15,923
– – 0.01% 347
2023
Q2 		$273K Hold
15,923
– – 0.01% 332
2023
Q1 		$275K Sell
15,923
-289
-2% -$5.23K 0.01% 308
2022
Q4 		$296K Sell
16,212
-75,709
-82% -$1.45M 0.01% 306
2022
Q3 		$1.72M Buy
91,921
+67
+0.1% +$1.4K 0.08% 129
2022
Q2 		$1.87M Buy
91,854
+153
+0.2% +$3.21K 0.08% 121
2022
Q1 		$2.03M Sell
91,701
-23,271
-20% -$480K 0.07% 133
2021
Q4 		$2.35M Buy
114,972
+41,367
+56% +$766K 0.08% 123
2021
Q3 		$1.32M Buy
73,605
+43,452
+144% +$790K 0.05% 174
2021
Q2 		$538K Buy
+30,153
New +$534K 0.02% 275
2020
Q2 		– Sell
-75,607
Closed -$930K – 356
2020
Q1 		$930K Hold
75,607
– – 0.06% 172
2019
Q4 		$1.24M Buy
75,607
+7,821
+12% +$135K 0.06% 163
2019
Q3 		$1.21M Buy
67,786
+32,051
+90% +$550K 0.06% 150
2019
Q2 		$579K Buy
+35,735
New +$585K 0.03% 210

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Foundation Advisors's CTO Position: Q3 2025 in Review

First Foundation Advisors sold out of CTO Realty Growth (CTO) in Q3 2025, closing a stake of 12,000 shares — an estimated $207K sold.

First Foundation Advisors first reported a position in CTO in Q2 2019 and held it in 21 quarters. The position peaked at $2.35M in Q4 2021. 177 funds tracked by Wall St. Rank hold CTO as of Q3 2025.

  • First Foundation Advisors reported no remaining CTO Realty Growth position as of Q3 2025 after selling out during the quarter.
  • First Foundation Advisors sold 12,000 CTO Realty Growth shares in Q3 2025, an estimated $207K.
  • First Foundation Advisors first reported a position in CTO Realty Growth in Q2 2019 and held it in 21 quarters.
  • First Foundation Advisors's CTO Realty Growth position peaked at $2.35M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.