Pinnacle Associates’s CTO Realty Growth CTO Stock Holding History

Pinnacle Associates’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 Q3	$1.63M	Buy	79,784 +3,508	+5%	+$75.4K	0.02%	449
2026 Q2	$1.64M	Buy	76,276 +3,672	+5%	+$74.4K	0.02%	453
2026 Q1	$1.34M	Buy	72,604 +9,290	+15%	+$173K	0.02%	467
2025 Q4	$1.17M	Buy	63,314 +12,496	+25%	+$214K	0.02%	491
2025 Q3	$828K	Sell	50,818 -8,366	-14%	-$141K	0.01%	546
2025 Q2	$1.02M	Buy	59,184 +14,603	+33%	+$264K	0.01%	500
2025 Q1	$861K	Hold	44,581	–	–	0.01%	513
2024 Q4	$879K	Sell	44,581 -5,147	-10%	-$101K	0.01%	506
2024 Q3	$862K	Buy	49,728 +3,492	+8%	+$66.4K	0.01%	488
2024 Q2	$807K	Sell	46,236 -1,725	-4%	-$29.9K	0.01%	500
2024 Q1	$813K	Sell	47,961 -1,767	-4%	-$29.7K	0.01%	512
2023 Q4	$862K	Sell	49,728 -4,134	-8%	-$68.8K	0.01%	496
2023 Q3	$873K	Buy	53,862 +725	+1%	+$12.5K	0.02%	477
2023 Q2	$911K	Buy	+53,137	New	+$878K	0.02%	482

Other funds holding CTO

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Pinnacle Associates's CTO Position: Q3 2026 in Review

Pinnacle Associates increased its CTO Realty Growth (CTO) stake by 4.6% in Q3 2026, buying an estimated $75.4K and bringing the position to 79,784 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #449.

Pinnacle Associates first reported a position in CTO in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2026. 63 funds tracked by Wall St. Rank hold CTO as of Q3 2026.

Pinnacle Associates held 79,784 shares of CTO Realty Growth worth $1.63M as of Q3 2026.
Pinnacle Associates bought 3,508 CTO Realty Growth shares in Q3 2026, an estimated $75.4K.
CTO Realty Growth made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #449 holding.
Pinnacle Associates first reported a position in CTO Realty Growth in Q2 2023 and has held it in 14 quarters since.
Pinnacle Associates's CTO Realty Growth position peaked at $1.64M in Q2 2026.
63 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.