IA
CTO

IFP Advisors’s CTO Realty Growth CTO Stock Holding History

IFP 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 		$5.83K Buy
271
+123
+83% +$2.49K ﹤0.01% 3695
2026
Q1 		$2.74K Buy
148
+7
+5% +$131 ﹤0.01% 3833
2025
Q4 		$2.6K Buy
141
+113
+404% +$1.93K ﹤0.01% 3734
2025
Q3 		$456 Buy
+28
New +$473 ﹤0.01% 4199
2025
Q2 		– Sell
-1
Closed -$18 – 4195
2025
Q1 		$19 Hold
1
– – ﹤0.01% 4169
2024
Q4 		$20 Buy
+1
New +$20 ﹤0.01% 4453
2023
Q1 		– Sell
-99
Closed -$4K – 3580
2022
Q4 		$4K Sell
99
-115
-54% -$2.21K ﹤0.01% 3872
2022
Q3 		$9K Sell
214
-230
-52% -$4.8K ﹤0.01% 3701
2022
Q2 		$6K Hold
444
– – ﹤0.01% 3671
2022
Q1 		$6K Buy
+444
New +$9.16K ﹤0.01% 3671
2019
Q4 		– Sell
-96
Closed -$2K – 2879
2019
Q3 		$2K Buy
+96
New +$1.65K ﹤0.01% 2668
2017
Q4 		– Sell
-1,588
Closed -$26K – 3851
2017
Q3 		$26K Hold
1,588
– – ﹤0.01% 2429
2017
Q2 		$25K Buy
+1,588
New +$23.6K ﹤0.01% 2439

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

IFP Advisors's CTO Position: Q2 2026 in Review

IFP Advisors increased its CTO Realty Growth (CTO) stake by 83% in Q2 2026, buying an estimated $2.49K and bringing the position to 271 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

IFP Advisors first reported a position in CTO in Q2 2017 and has held it in 13 quarters since. The position peaked at $26K in Q3 2017. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • IFP Advisors held 271 shares of CTO Realty Growth worth $5.83K as of Q2 2026.
  • IFP Advisors bought 123 CTO Realty Growth shares in Q2 2026, an estimated $2.49K.
  • CTO Realty Growth made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3695 holding.
  • IFP Advisors first reported a position in CTO Realty Growth in Q2 2017 and has held it in 13 quarters since.
  • IFP Advisors's CTO Realty Growth position peaked at $26K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.