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 $5.7T AUM 30.48% 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 $2.87B AUM 25.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return