LFG
CTO

Larson Financial Group’s CTO Realty Growth CTO Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-17
Closed -$293 – 3493
2025
Q2 		$293 Buy
+17
New +$307 ﹤0.01% 2983

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's CTO Position: Q3 2025 in Review

Larson Financial Group sold out of CTO Realty Growth (CTO) in Q3 2025, closing a stake of 17 shares — an estimated $293 sold.

Larson Financial Group first reported a position in CTO in Q2 2025 and held it in 1 quarter. The position peaked at $293 in Q2 2025. 177 funds tracked by Wall St. Rank hold CTO as of Q3 2025.

  • Larson Financial Group reported no remaining CTO Realty Growth position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 17 CTO Realty Growth shares in Q3 2025, an estimated $293.
  • Larson Financial Group first reported a position in CTO Realty Growth in Q2 2025 and held it in 1 quarter.
  • Larson Financial Group's CTO Realty Growth position peaked at $293 in Q2 2025.
  • 177 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.