NW
CTO

Naviter Wealth’s CTO Realty Growth CTO Stock Holding History

Naviter Wealth’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
2024
Q1 		– Sell
-11,701
Closed -$203K – 236
2023
Q4 		$203K Sell
11,701
-1,000
-8% -$16.6K 0.04% 207
2023
Q3 		$206K Hold
12,701
– – 0.05% 193
2023
Q2 		$218K Hold
12,701
– – 0.06% 209
2023
Q1 		$219K Buy
+12,701
New +$230K 0.08% 173

Other funds holding CTO

BlackRock
BlackRock New York $5.7T 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
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $253M AUM 27.64% 1-Year Est. Return