Nisa Investment Advisors
CTO

Nisa Investment Advisors’s CTO Realty Growth CTO Stock Holding History

Nisa Investment 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 		$47.4K Sell
2,562
-1,470
-36% -$27.4K ﹤0.01% 1688
2025
Q4 		$74.2K Sell
4,032
-2,102
-34% -$36K ﹤0.01% 1524
2025
Q3 		$100K Sell
6,134
-2,251
-27% -$38K ﹤0.01% 1435
2025
Q2 		$145K Sell
8,385
-1,275
-13% -$23.1K ﹤0.01% 1300
2025
Q1 		$187K Buy
9,660
+313
+3% +$6.07K ﹤0.01% 1247
2024
Q4 		$184K Hold
9,347
– – ﹤0.01% 1316
2024
Q3 		$178K Sell
9,347
-1,466
-14% -$27.9K ﹤0.01% 1303
2024
Q2 		$189K Hold
10,813
– – ﹤0.01% 1323
2024
Q1 		$183K Buy
10,813
+39
+0.4% +$656 ﹤0.01% 1324
2023
Q4 		$187K Sell
10,774
-705
-6% -$11.7K ﹤0.01% 1289
2023
Q3 		$186K Sell
11,479
-403
-3% -$6.92K ﹤0.01% 1325
2023
Q2 		$204K Hold
11,882
– – ﹤0.01% 1330
2023
Q1 		$205K Sell
11,882
-2,476
-17% -$44.8K ﹤0.01% 1307
2022
Q4 		$262K Buy
14,358
+5,000
+53% +$96K ﹤0.01% 1290
2022
Q3 		$175K Buy
9,358
+2,581
+38% +$53.9K ﹤0.01% 1304
2022
Q2 		$138K Buy
6,777
+3,000
+79% +$63K ﹤0.01% 1402
2022
Q1 		$83K Hold
3,777
– – ﹤0.01% 1685
2021
Q4 		$74K Hold
3,777
– – ﹤0.01% 1614
2021
Q3 		$68 Hold
3,777
– – ﹤0.01% 1851
2021
Q2 		$67 Sell
3,777
-15,501
-80% -$274K ﹤0.01% 1856
2021
Q1 		$334 Sell
19,278
-3,711
-16% -$60.1K ﹤0.01% 1301
2020
Q4 		$323K Buy
+22,989
New +$303K ﹤0.01% 1305

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's CTO Position: Q1 2026 in Review

Nisa Investment Advisors reduced its CTO Realty Growth (CTO) stake by 36% in Q1 2026, selling an estimated $27.4K and leaving 2,562 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Nisa Investment Advisors first reported a position in CTO in Q4 2020 and has held it in 22 quarters since. The position peaked at $323K in Q4 2020. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Nisa Investment Advisors held 2,562 shares of CTO Realty Growth worth $47.4K as of Q1 2026.
  • Nisa Investment Advisors sold 1,470 CTO Realty Growth shares in Q1 2026, an estimated $27.4K.
  • CTO Realty Growth made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1688 holding.
  • Nisa Investment Advisors first reported a position in CTO Realty Growth in Q4 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's CTO Realty Growth position peaked at $323K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.