IWC
CTO

Integrated Wealth Concepts’s CTO Realty Growth CTO Stock Holding History

Integrated Wealth Concepts’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 		$101K Buy
+4,689
New +$95K ﹤0.01% 2816

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

Integrated Wealth Concepts's CTO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CTO Realty Growth (CTO) in Q2 2026: 4,689 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2816 among its holdings.

220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Integrated Wealth Concepts held 4,689 shares of CTO Realty Growth worth $101K as of Q2 2026.
  • CTO Realty Growth was a new Integrated Wealth Concepts position in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2816 holding.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.