GWSA
CTO

Global Wealth Strategies & Associates’s CTO Realty Growth CTO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-798
Closed -$14.7K – 558
2025
Q4 		$14.7K Buy
+798
New +$13.6K ﹤0.01% 267

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
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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Global Wealth Strategies & Associates's CTO Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of CTO Realty Growth (CTO) in Q1 2026, closing a stake of 798 shares — an estimated $14.7K sold.

Global Wealth Strategies & Associates first reported a position in CTO in Q4 2025 and held it in 1 quarter. The position peaked at $14.7K in Q4 2025. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining CTO Realty Growth position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 798 CTO Realty Growth shares in Q1 2026, an estimated $14.7K.
  • Global Wealth Strategies & Associates first reported a position in CTO Realty Growth in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's CTO Realty Growth position peaked at $14.7K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.