PFBT
CTO

Parkside Financial Bank & Trust’s CTO Realty Growth CTO Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-25
Closed -$483 – 2794
2025
Q1 		$483 Buy
+25
New +$485 ﹤0.01% 2422

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parkside Financial Bank & Trust's CTO Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of CTO Realty Growth (CTO) in Q2 2025, closing a stake of 25 shares — an estimated $483 sold.

Parkside Financial Bank & Trust first reported a position in CTO in Q1 2025 and held it in 1 quarter. The position peaked at $483 in Q1 2025. 170 funds tracked by Wall St. Rank hold CTO as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining CTO Realty Growth position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 25 CTO Realty Growth shares in Q2 2025, an estimated $483.
  • Parkside Financial Bank & Trust first reported a position in CTO Realty Growth in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's CTO Realty Growth position peaked at $483 in Q1 2025.
  • 170 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.