PA
CTO

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Associates's CTO Position: Q1 2026 in Review

Pinnacle Associates increased its CTO Realty Growth (CTO) stake by 15% in Q1 2026, buying an estimated $173K and bringing the position to 72,604 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #467.

Pinnacle Associates first reported a position in CTO in Q2 2023 and has held it in 12 quarters since. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Pinnacle Associates held 72,604 shares of CTO Realty Growth worth $1.34M as of Q1 2026.
  • Pinnacle Associates bought 9,290 CTO Realty Growth shares in Q1 2026, an estimated $173K.
  • CTO Realty Growth made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #467 holding.
  • Pinnacle Associates first reported a position in CTO Realty Growth in Q2 2023 and has held it in 12 quarters since.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.