LI
CTO

Leeward Investments’s CTO Realty Growth CTO Stock Holding History

Leeward Investments’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 		$7.52M Sell
349,571
-7,693
-2% -$156K 0.34% 119
2026
Q1 		$6.61M Sell
357,264
-9,860
-3% -$184K 0.33% 124
2025
Q4 		$6.76M Sell
367,124
-1,721
-0.5% -$29.4K 0.34% 128
2025
Q3 		$6.01M Sell
368,845
-8,292
-2% -$140K 0.31% 129
2025
Q2 		$6.51M Sell
377,137
-17,656
-4% -$319K 0.35% 128
2025
Q1 		$7.62M Buy
394,793
+308,213
+356% +$5.98M 0.41% 114
2024
Q4 		$1.71M Buy
+86,580
New +$1.7M 0.09% 144

Other funds holding CTO

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Leeward Investments's CTO Position: Q2 2026 in Review

Leeward Investments reduced its CTO Realty Growth (CTO) stake by 2.2% in Q2 2026, selling an estimated $156K and leaving 349,571 shares worth $7.52M. The position accounts for 0.34% of the portfolio, ranked #119.

Leeward Investments first reported a position in CTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.62M in Q1 2025. 54 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Leeward Investments held 349,571 shares of CTO Realty Growth worth $7.52M as of Q2 2026.
  • Leeward Investments sold 7,693 CTO Realty Growth shares in Q2 2026, an estimated $156K.
  • CTO Realty Growth made up 0.34% of Leeward Investments's portfolio in Q2 2026, its #119 holding.
  • Leeward Investments first reported a position in CTO Realty Growth in Q4 2024 and has held it in 7 quarters since.
  • Leeward Investments's CTO Realty Growth position peaked at $7.62M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.