OIA
CTO

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

Optimum 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
2024
Q1 		– Sell
-1,000
Closed -$17.3K – 647
2023
Q4 		$17.3K Hold
1,000
– – 0.01% 462
2023
Q3 		$16.2K Hold
1,000
– – 0.01% 494
2023
Q2 		$17.1K Hold
1,000
– – 0.01% 491
2023
Q1 		$17.3K Hold
1,000
– – 0.01% 495
2022
Q4 		$18.3K Hold
1,000
– – 0.01% 504
2022
Q3 		$19K Buy
+1,000
New +$20.9K 0.01% 500

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.56B AUM 21.81% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Optimum Investment Advisors's CTO Position: Q1 2024 in Review

Optimum Investment Advisors sold out of CTO Realty Growth (CTO) in Q1 2024, closing a stake of 1,000 shares — an estimated $17.3K sold.

Optimum Investment Advisors first reported a position in CTO in Q3 2022 and held it in 6 quarters. The position peaked at $19K in Q3 2022. 137 funds tracked by Wall St. Rank hold CTO as of Q1 2024.

  • Optimum Investment Advisors reported no remaining CTO Realty Growth position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 CTO Realty Growth shares in Q1 2024, an estimated $17.3K.
  • Optimum Investment Advisors first reported a position in CTO Realty Growth in Q3 2022 and held it in 6 quarters.
  • Optimum Investment Advisors's CTO Realty Growth position peaked at $19K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.