PWPS
CTO

Pinnacle Wealth Planning Services’s CTO Realty Growth CTO Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.09K Hold
97
– – ﹤0.01% 2468
2026
Q1 		$1.79K Hold
97
– – ﹤0.01% 2461
2025
Q4 		$1.79K Buy
+97
New +$1.66K ﹤0.01% 2501

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 Planning Services's CTO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its CTO Realty Growth (CTO) position steady in Q2 2026 at 97 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Pinnacle Wealth Planning Services first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 97 shares of CTO Realty Growth worth $2.09K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2468 holding.
  • Pinnacle Wealth Planning Services first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.