Jones Financial Companies
CTO

Jones Financial Companies’s CTO Realty Growth CTO Stock Holding History

Jones Financial Companies’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 		$16.2K Buy
897
+754
+527% +$14.1K ﹤0.01% 3377
2025
Q4 		$2.64K Buy
143
+40
+39% +$684 ﹤0.01% 3741
2025
Q3 		$1.65K Buy
103
+53
+106% +$894 ﹤0.01% 3753
2025
Q2 		$872 Buy
+50
New +$904 ﹤0.01% 3685
2025
Q1 		– Sell
-270
Closed -$5.32K – 3744
2024
Q4 		$5.32K Hold
270
– – ﹤0.01% 2736
2024
Q3 		$5.13K Buy
+270
New +$5.13K ﹤0.01% 2437

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