KAS
CTO

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
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

BlackRock
BlackRock New York $5.72T 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 $124B 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 $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Kestra Advisory Services's CTO Position: Q1 2026 in Review

Kestra Advisory Services reduced its CTO Realty Growth (CTO) stake by 16% in Q1 2026, selling an estimated $71K and leaving 20,470 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Kestra Advisory Services first reported a position in CTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Kestra Advisory Services held 20,470 shares of CTO Realty Growth worth $378K as of Q1 2026.
  • Kestra Advisory Services sold 3,809 CTO Realty Growth shares in Q1 2026, an estimated $71K.
  • CTO Realty Growth made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2447 holding.
  • Kestra Advisory Services first reported a position in CTO Realty Growth in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's CTO Realty Growth position peaked at $447K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.