LPL Financial
CTO

LPL Financial’s CTO Realty Growth CTO Stock Holding History

LPL Financial’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 		$707K Buy
32,890
+5,989
+22% +$121K ﹤0.01% 4733
2026
Q1 		$497K Buy
26,901
+1,500
+6% +$28K ﹤0.01% 4757
2025
Q4 		$468K Buy
25,401
+1,663
+7% +$28.4K ﹤0.01% 4772
2025
Q3 		$387K Sell
23,738
-18,949
-44% -$320K ﹤0.01% 4848
2025
Q2 		$737K Buy
42,687
+7,004
+20% +$127K ﹤0.01% 4029
2025
Q1 		$689K Buy
35,683
+10,295
+41% +$200K ﹤0.01% 3863
2024
Q4 		$500K Sell
25,388
-126
-0.5% -$2.48K ﹤0.01% 4087
2024
Q3 		$485K Buy
25,514
+3,231
+14% +$61.4K ﹤0.01% 4017
2024
Q2 		$389K Sell
22,283
-9,076
-29% -$157K ﹤0.01% 4072
2024
Q1 		$532K Sell
31,359
-7,974
-20% -$134K ﹤0.01% 3730
2023
Q4 		$682K Buy
39,333
+1,876
+5% +$31.2K ﹤0.01% 3398
2023
Q3 		$607K Buy
37,457
+3,248
+9% +$55.8K ﹤0.01% 3317
2023
Q2 		$586K Buy
34,209
+2,582
+8% +$42.6K ﹤0.01% 3304
2023
Q1 		$546K Sell
31,627
-2,729
-8% -$49.4K ﹤0.01% 3247
2022
Q4 		$628K Buy
34,356
+803
+2% +$15.4K ﹤0.01% 3047
2022
Q3 		$629K Sell
33,553
-1,970
-6% -$41.1K ﹤0.01% 2937
2022
Q2 		$724K Buy
35,523
+6,537
+23% +$137K ﹤0.01% 2867
2022
Q1 		$641K Buy
28,986
+8,529
+42% +$176K ﹤0.01% 3001
2021
Q4 		$419K Buy
20,457
+7,860
+62% +$146K ﹤0.01% 3426
2021
Q3 		$226K Buy
+12,597
New +$229K ﹤0.01% 3867

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LPL Financial's CTO Position: Q2 2026 in Review

LPL Financial increased its CTO Realty Growth (CTO) stake by 22% in Q2 2026, buying an estimated $121K and bringing the position to 32,890 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #4733.

LPL Financial first reported a position in CTO in Q3 2021 and has held it in 20 quarters since. The position peaked at $737K in Q2 2025. 90 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • LPL Financial held 32,890 shares of CTO Realty Growth worth $707K as of Q2 2026.
  • LPL Financial bought 5,989 CTO Realty Growth shares in Q2 2026, an estimated $121K.
  • CTO Realty Growth made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4733 holding.
  • LPL Financial first reported a position in CTO Realty Growth in Q3 2021 and has held it in 20 quarters since.
  • LPL Financial's CTO Realty Growth position peaked at $737K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.