PWAM
CTO

Private Wealth Asset Management’s CTO Realty Growth CTO Stock Holding History

Private Wealth Asset Management’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 		– Sell
-12
Closed -$221 – 977
2025
Q4 		$221 Hold
12
– – ﹤0.01% 979
2025
Q3 		$196 Hold
12
– – ﹤0.01% 994
2025
Q2 		$207 Hold
12
– – ﹤0.01% 971
2025
Q1 		$232 Buy
+12
New +$233 ﹤0.01% 1066

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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 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 $423M AUM 49.14% 1-Year Est. Return

Private Wealth Asset Management's CTO Position: Q1 2026 in Review

Private Wealth Asset Management sold out of CTO Realty Growth (CTO) in Q1 2026, closing a stake of 12 shares — an estimated $221 sold.

Private Wealth Asset Management first reported a position in CTO in Q1 2025 and held it in 4 quarters. The position peaked at $232 in Q1 2025. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Private Wealth Asset Management reported no remaining CTO Realty Growth position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 12 CTO Realty Growth shares in Q1 2026, an estimated $221.
  • Private Wealth Asset Management first reported a position in CTO Realty Growth in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's CTO Realty Growth position peaked at $232 in Q1 2025.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.