IA
CTO

IndexIQ Advisors’s CTO Realty Growth CTO Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-24,360
Closed -$499K – 1353
2021
Q4 		$499K Sell
24,360
-1,572
-6% -$29.1K 0.02% 569
2021
Q3 		$465K Buy
25,932
+2,595
+11% +$47.2K 0.02% 629
2021
Q2 		$416K Buy
23,337
+591
+3% +$10.5K 0.01% 642
2021
Q1 		$394K Buy
22,746
+4,833
+27% +$78.3K 0.01% 861
2020
Q4 		$252K Buy
17,913
+2,650
+17% +$34.9K 0.01% 800
2020
Q3 		$183K Buy
15,263
+822
+6% +$9.17K 0.01% 713
2020
Q2 		$155K Sell
14,441
-1,816
-11% -$20K 0.01% 781
2020
Q1 		$200K Buy
+16,257
New +$253K 0.01% 300

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IndexIQ Advisors's CTO Position: Q1 2022 in Review

IndexIQ Advisors sold out of CTO Realty Growth (CTO) in Q1 2022, closing a stake of 24,360 shares — an estimated $499K sold.

IndexIQ Advisors first reported a position in CTO in Q1 2020 and held it in 8 quarters. The position peaked at $499K in Q4 2021. 127 funds tracked by Wall St. Rank hold CTO as of Q1 2022.

  • IndexIQ Advisors reported no remaining CTO Realty Growth position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 24,360 CTO Realty Growth shares in Q1 2022, an estimated $499K.
  • IndexIQ Advisors first reported a position in CTO Realty Growth in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's CTO Realty Growth position peaked at $499K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.