LCM
CTO

LDR Capital Management’s CTO Realty Growth CTO Stock Holding History

LDR Capital Management’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 		$374K Sell
20,210
-40,421
-67% -$754K 0.5% 39
2025
Q4 		$1.12M Sell
60,631
-9,135
-13% -$156K 1.55% 26
2025
Q3 		$1.14M Buy
69,766
+1,166
+2% +$19.7K 1.67% 18
2025
Q2 		$1.18M Buy
68,600
+3,484
+5% +$63K 1.53% 24
2025
Q1 		$1.26M Sell
65,116
-3,296
-5% -$63.9K 1.52% 25
2024
Q4 		$1.35M Buy
68,412
+48,162
+238% +$948K 1.83% 25
2024
Q3 		$385K Sell
20,250
-7,422
-27% -$141K 0.43% 32
2024
Q2 		$483K Buy
+27,672
New +$479K 0.44% 33
2022
Q3 		– Sell
-24,552
Closed -$500K – 57
2022
Q2 		$500K Hold
24,552
– – 0.21% 49
2022
Q1 		$540K Buy
24,552
+15
+0.1% +$309 0.17% 57
2021
Q4 		$502K Buy
+24,537
New +$455K 0.23% 32

Other funds holding CTO

BlackRock
BlackRock New York $5.7T 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 $121B 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 $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return