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
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

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

Kestra Advisory Services's CTO Position: Q2 2026 in Review

Kestra Advisory Services increased its CTO Realty Growth (CTO) stake by 2.6% in Q2 2026, buying an estimated $10.7K and bringing the position to 20,998 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Kestra Advisory Services first reported a position in CTO in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Kestra Advisory Services held 20,998 shares of CTO Realty Growth worth $452K as of Q2 2026.
  • Kestra Advisory Services bought 528 CTO Realty Growth shares in Q2 2026, an estimated $10.7K.
  • CTO Realty Growth made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2417 holding.
  • Kestra Advisory Services first reported a position in CTO Realty Growth in Q3 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.