Kovack Advisors’s CTO Realty Growth CTO Stock Holding History

Kovack 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 Q1	–	Sell	-27,251	Closed	-$502K	–	1030
2025 Q4	$502K	Buy	+27,251	New	+$466K	0.02%	593

Other funds holding CTO

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 New York $124B AUM 33.93% 1-Year Est. Return

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 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

Kovack Advisors's CTO Position: Q1 2026 in Review

Kovack Advisors sold out of CTO Realty Growth (CTO) in Q1 2026, closing a stake of 27,251 shares — an estimated $502K sold.

Kovack Advisors first reported a position in CTO in Q4 2025 and held it in 1 quarter. The position peaked at $502K in Q4 2025. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

Kovack Advisors reported no remaining CTO Realty Growth position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 27,251 CTO Realty Growth shares in Q1 2026, an estimated $502K.
Kovack Advisors first reported a position in CTO Realty Growth in Q4 2025 and held it in 1 quarter.
Kovack Advisors's CTO Realty Growth position peaked at $502K in Q4 2025.
198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.