PWMAG
CTO

Pinnacle Wealth Management Advisory Group’s CTO Realty Growth CTO Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$358K Sell
16,627
-6,148
-27% -$125K 0.02% 366
2026
Q1 		$421K Sell
22,775
-2,795
-11% -$52.1K 0.03% 312
2025
Q4 		$471K Buy
+25,570
New +$437K 0.03% 285

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's CTO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its CTO Realty Growth (CTO) stake by 27% in Q2 2026, selling an estimated $125K and leaving 16,627 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #366.

Pinnacle Wealth Management Advisory Group first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 16,627 shares of CTO Realty Growth worth $358K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 6,148 CTO Realty Growth shares in Q2 2026, an estimated $125K.
  • CTO Realty Growth made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #366 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's CTO Realty Growth position peaked at $471K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.