MGIM
CTO

M&G Investment Management’s CTO Realty Growth CTO Stock Holding History

M&G Investment 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
2023
Q1 		– Sell
-11,145
Closed -$201K – 423
2022
Q4 		$201K Buy
+11,145
New +$214K ﹤0.01% 428

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

M&G Investment Management's CTO Position: Q1 2023 in Review

M&G Investment Management sold out of CTO Realty Growth (CTO) in Q1 2023, closing a stake of 11,145 shares — an estimated $201K sold.

M&G Investment Management first reported a position in CTO in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 135 funds tracked by Wall St. Rank hold CTO as of Q1 2023.

  • M&G Investment Management reported no remaining CTO Realty Growth position as of Q1 2023 after selling out during the quarter.
  • M&G Investment Management sold 11,145 CTO Realty Growth shares in Q1 2023, an estimated $201K.
  • M&G Investment Management first reported a position in CTO Realty Growth in Q4 2022 and held it in 1 quarter.
  • M&G Investment Management's CTO Realty Growth position peaked at $201K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2023.

Based on M&G Investment Management's 13F filing for Q1 2023, filed 11 May 2023.