Raymond James Financial
CTO

Raymond James Financial’s CTO Realty Growth CTO Stock Holding History

Raymond James Financial’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 		$3.07M Buy
166,183
+10,916
+7% +$204K ﹤0.01% 2997
2025
Q4 		$2.86M Sell
155,267
-43,872
-22% -$750K ﹤0.01% 2979
2025
Q3 		$3.25M Sell
199,139
-19,811
-9% -$334K ﹤0.01% 2793
2025
Q2 		$3.78M Buy
218,950
+29,428
+16% +$532K ﹤0.01% 2569
2025
Q1 		$3.66M Sell
189,522
-2,636
-1% -$51.1K ﹤0.01% 2539
2024
Q4 		$3.79M Buy
+192,158
New +$3.78M ﹤0.01% 2495

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 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

Raymond James Financial's CTO Position: Q1 2026 in Review

Raymond James Financial increased its CTO Realty Growth (CTO) stake by 7% in Q1 2026, buying an estimated $204K and bringing the position to 166,183 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Raymond James Financial first reported a position in CTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2024. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Raymond James Financial held 166,183 shares of CTO Realty Growth worth $3.07M as of Q1 2026.
  • Raymond James Financial bought 10,916 CTO Realty Growth shares in Q1 2026, an estimated $204K.
  • CTO Realty Growth made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2997 holding.
  • Raymond James Financial first reported a position in CTO Realty Growth in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's CTO Realty Growth position peaked at $3.79M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.