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
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 – 2984
2019
Q3 		$2K Buy
+96
New +$1.65K ﹤0.01% 2668
2017
Q4 		– Sell
-1,588
Closed -$26K – 3852
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return