Kestra Advisory Services
CTO icon

Kestra Advisory Services’s CTO Realty Growth CTO Stock Holding History

Kestra Advisory Services’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
Q3 		$390K Sell
19,047
-1,951
-9% -$41.9K ﹤0.01% 2724
2026
Q2 		$452K Buy
20,998
+528
+3% +$10.7K ﹤0.01% 2417
2026
Q1 		$378K Sell
20,470
-3,809
-16% -$71K ﹤0.01% 2447
2025
Q4 		$447K Sell
24,279
-2,154
-8% -$36.8K ﹤0.01% 2239
2025
Q3 		$431K Buy
+26,433
New +$446K ﹤0.01% 2163

Other funds holding CTO

GWI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Kestra Advisory Services's CTO Position: Q3 2026 in Review

Kestra Advisory Services reduced its CTO Realty Growth (CTO) stake by 9.3% in Q3 2026, selling an estimated $41.9K and leaving 19,047 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Kestra Advisory Services first reported a position in CTO in Q3 2025 and has held it in 5 quarters since. The position peaked at $452K in Q2 2026. 76 funds tracked by Wall St. Rank hold CTO as of Q3 2026.

  • Kestra Advisory Services held 19,047 shares of CTO Realty Growth worth $390K as of Q3 2026.
  • Kestra Advisory Services sold 1,951 CTO Realty Growth shares in Q3 2026, an estimated $41.9K.
  • CTO Realty Growth made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2724 holding.
  • Kestra Advisory Services first reported a position in CTO Realty Growth in Q3 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's CTO Realty Growth position peaked at $452K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.