LC
CTO

Lindbrook Capital’s CTO Realty Growth CTO Stock Holding History

Lindbrook Capital’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
Q1 		$4.44K Buy
230
+7
+3% +$136 ﹤0.01% 1994
2024
Q4 		$4.39K Buy
223
+36
+19% +$708 ﹤0.01% 2040
2024
Q3 		$3.56K Buy
+187
New +$3.56K ﹤0.01% 2149
2023
Q1 		– Sell
-18
Closed -$329 – 2806
2022
Q4 		$329 Sell
18
-229
-93% -$4.4K ﹤0.01% 2660
2022
Q3 		$5K Buy
247
+181
+274% +$3.78K ﹤0.01% 1649
2022
Q2 		$1K Buy
66
+30
+83% +$630 ﹤0.01% 2194
2022
Q1 		$1K Buy
+36
New +$743 ﹤0.01% 2199

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lindbrook Capital's CTO Position: Q1 2025 in Review

Lindbrook Capital increased its CTO Realty Growth (CTO) stake by 3.1% in Q1 2025, buying an estimated $136 and bringing the position to 230 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Lindbrook Capital first reported a position in CTO in Q1 2022 and has held it in 7 quarters since. The position peaked at $5K in Q3 2022. 181 funds tracked by Wall St. Rank hold CTO as of Q1 2025.

  • Lindbrook Capital held 230 shares of CTO Realty Growth worth $4.44K as of Q1 2025.
  • Lindbrook Capital bought 7 CTO Realty Growth shares in Q1 2025, an estimated $136.
  • CTO Realty Growth made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1994 holding.
  • Lindbrook Capital first reported a position in CTO Realty Growth in Q1 2022 and has held it in 7 quarters since.
  • Lindbrook Capital's CTO Realty Growth position peaked at $5K in Q3 2022.
  • 181 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.