JFA
CTO

JNBA Financial Advisors’s CTO Realty Growth CTO Stock Holding History

JNBA Financial 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 		$7.7K Hold
358
– – ﹤0.01% 547
2026
Q1 		$6.62K Hold
358
– – ﹤0.01% 557
2025
Q4 		$6.59K Hold
358
– – ﹤0.01% 540
2025
Q3 		$5.84K Hold
358
– – ﹤0.01% 541
2025
Q2 		$6.18K Hold
358
– – ﹤0.01% 519
2025
Q1 		$6.91K Hold
358
– – ﹤0.01% 501
2024
Q4 		$7.06K Hold
358
– – ﹤0.01% 491
2024
Q3 		$6.81K Buy
+358
New +$6.81K ﹤0.01% 507

Other funds holding CTO

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

JNBA Financial Advisors's CTO Position: Q2 2026 in Review

JNBA Financial Advisors held its CTO Realty Growth (CTO) position steady in Q2 2026 at 358 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

JNBA Financial Advisors first reported a position in CTO in Q3 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • JNBA Financial Advisors held 358 shares of CTO Realty Growth worth $7.7K as of Q2 2026.
  • JNBA Financial Advisors left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #547 holding.
  • JNBA Financial Advisors first reported a position in CTO Realty Growth in Q3 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.