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CTO

NewEdge Advisors’s CTO Realty Growth CTO Stock Holding History

NewEdge Advisors’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
Q1 		$10.4K Buy
564
+530
+1,559% +$9.89K ﹤0.01% 3389
2025
Q4 		$620 Sell
34
-3,966
-99% -$67.8K ﹤0.01% 4028
2025
Q3 		$65.2K Hold
4,000
– – ﹤0.01% 2750
2025
Q2 		$69K Hold
4,000
– – ﹤0.01% 2566
2025
Q1 		$77.2K Hold
4,000
– – ﹤0.01% 2384
2024
Q4 		$78.8K Buy
4,000
+3,000
+300% +$59K ﹤0.01% 2357
2024
Q3 		$19K Buy
+1,000
New +$19K ﹤0.01% 2729

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

NewEdge Advisors's CTO Position: Q1 2026 in Review

NewEdge Advisors increased its CTO Realty Growth (CTO) stake by 1,559% in Q1 2026, buying an estimated $9.89K and bringing the position to 564 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

NewEdge Advisors first reported a position in CTO in Q3 2024 and has held it in 7 quarters since. The position peaked at $78.8K in Q4 2024. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • NewEdge Advisors held 564 shares of CTO Realty Growth worth $10.4K as of Q1 2026.
  • NewEdge Advisors bought 530 CTO Realty Growth shares in Q1 2026, an estimated $9.89K.
  • CTO Realty Growth made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3389 holding.
  • NewEdge Advisors first reported a position in CTO Realty Growth in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's CTO Realty Growth position peaked at $78.8K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.