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 Q2	$13.4K	Buy	624 +60	+11%	+$1.22K	﹤0.01%	3470
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 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

NewEdge Advisors's CTO Position: Q2 2026 in Review

NewEdge Advisors increased its CTO Realty Growth (CTO) stake by 11% in Q2 2026, buying an estimated $1.22K and bringing the position to 624 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

NewEdge Advisors first reported a position in CTO in Q3 2024 and has held it in 8 quarters since. The position peaked at $78.8K in Q4 2024. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

NewEdge Advisors held 624 shares of CTO Realty Growth worth $13.4K as of Q2 2026.
NewEdge Advisors bought 60 CTO Realty Growth shares in Q2 2026, an estimated $1.22K.
CTO Realty Growth made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3470 holding.
NewEdge Advisors first reported a position in CTO Realty Growth in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's CTO Realty Growth position peaked at $78.8K in Q4 2024.
219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.