Mackenzie Financial
CTO

Mackenzie Financial’s CTO Realty Growth CTO Stock Holding History

Mackenzie 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 		$1.69M Buy
78,696
+55,416
+238% +$1.12M ﹤0.01% 1089
2026
Q1 		$430K Buy
+23,280
New +$434K ﹤0.01% 1237
2021
Q1 		– Sell
-31,983
Closed -$449K – 1136
2020
Q4 		$449K Buy
+31,983
New +$421K ﹤0.01% 861

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Mackenzie Financial's CTO Position: Q2 2026 in Review

Mackenzie Financial increased its CTO Realty Growth (CTO) stake by 238% in Q2 2026, buying an estimated $1.12M and bringing the position to 78,696 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Mackenzie Financial first reported a position in CTO in Q4 2020 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Mackenzie Financial held 78,696 shares of CTO Realty Growth worth $1.69M as of Q2 2026.
  • Mackenzie Financial bought 55,416 CTO Realty Growth shares in Q2 2026, an estimated $1.12M.
  • CTO Realty Growth made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1089 holding.
  • Mackenzie Financial first reported a position in CTO Realty Growth in Q4 2020 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

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