Physician Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

Physician Wealth 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	$1.42K	Sell	66 -20	-23%	-$405	﹤0.01%	1668
2026 Q1	$1.59K	Hold	86	–	–	﹤0.01%	1455
2025 Q4	$1.58K	Buy	+86	New	+$1.47K	﹤0.01%	1394
2025 Q3	–	Sell	-70	Closed	-$1.21K	–	1939
2025 Q2	$1.21K	Buy	+70	New	+$1.27K	﹤0.01%	1270
2025 Q1	–	Sell	-56	Closed	-$1.1K	–	1458
2024 Q4	$1.1K	Buy	+56	New	+$1.1K	﹤0.01%	922

Other funds holding CTO

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Physician Wealth Advisors's CTO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its CTO Realty Growth (CTO) stake by 23% in Q2 2026, selling an estimated $405 and leaving 66 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Physician Wealth Advisors first reported a position in CTO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.59K in Q1 2026. 28 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Physician Wealth Advisors held 66 shares of CTO Realty Growth worth $1.42K as of Q2 2026.
Physician Wealth Advisors sold 20 CTO Realty Growth shares in Q2 2026, an estimated $405.
CTO Realty Growth made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1668 holding.
Physician Wealth Advisors first reported a position in CTO Realty Growth in Q4 2024 and has held it in 5 quarters since.
Physician Wealth Advisors's CTO Realty Growth position peaked at $1.59K in Q1 2026.
28 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.