PIWA
CTO

Prevail Innovative Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

Prevail Innovative 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
2025
Q4 		– Sell
-360,108
Closed -$5.87M – 199
2025
Q3 		$5.87M Buy
360,108
+103,648
+40% +$1.75M 1.14% 19
2025
Q2 		$4.43M Buy
256,460
+21,625
+9% +$391K 0.99% 30
2025
Q1 		$4.53M Buy
234,835
+31,294
+15% +$607K 1.21% 26
2024
Q4 		$4.01M Buy
203,541
+115,146
+130% +$2.27M 1.16% 24
2024
Q3 		$1.68M Buy
+88,395
New +$1.68M 0.51% 64

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CTO Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of CTO Realty Growth (CTO) in Q4 2025, closing a stake of 360,108 shares — an estimated $5.87M sold.

Prevail Innovative Wealth Advisors first reported a position in CTO in Q3 2024 and held it in 5 quarters. The position peaked at $5.87M in Q3 2025. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining CTO Realty Growth position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 360,108 CTO Realty Growth shares in Q4 2025, an estimated $5.87M.
  • Prevail Innovative Wealth Advisors first reported a position in CTO Realty Growth in Q3 2024 and held it in 5 quarters.
  • Prevail Innovative Wealth Advisors's CTO Realty Growth position peaked at $5.87M in Q3 2025.
  • 199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.