Moisand Fitzgerald Tamayo’s CTO Realty Growth CTO Stock Holding History

Moisand Fitzgerald Tamayo’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	$16.7K	Hold	775	–	–	﹤0.01%	310
2026 Q1	$14.3K	Hold	775	–	–	﹤0.01%	303
2025 Q4	$14.3K	Hold	775	–	–	﹤0.01%	308
2025 Q3	$12.6K	Hold	775	–	–	﹤0.01%	325
2025 Q2	$13.4K	Hold	775	–	–	﹤0.01%	318
2025 Q1	$15K	Hold	775	–	–	﹤0.01%	298
2024 Q4	$15.3K	Hold	775	–	–	﹤0.01%	289
2024 Q3	$14.7K	Hold	775	–	–	﹤0.01%	309
2024 Q2	$13.5K	Sell	775 -179	-19%	-$3.1K	﹤0.01%	282
2024 Q1	$16.2K	Hold	954	–	–	﹤0.01%	273
2023 Q4	$16.5K	Hold	954	–	–	﹤0.01%	278
2023 Q3	$15.5K	Hold	954	–	–	﹤0.01%	286
2023 Q2	$16.4K	Buy	+954	New	+$15.8K	﹤0.01%	270

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CTO Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its CTO Realty Growth (CTO) position steady in Q2 2026 at 775 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Moisand Fitzgerald Tamayo first reported a position in CTO in Q2 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Moisand Fitzgerald Tamayo held 775 shares of CTO Realty Growth worth $16.7K as of Q2 2026.
Moisand Fitzgerald Tamayo left its CTO Realty Growth share count unchanged in Q2 2026.
CTO Realty Growth made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #310 holding.
Moisand Fitzgerald Tamayo first reported a position in CTO Realty Growth in Q2 2023 and has held it in 13 quarters since.
28 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.