RA
CTO

Rise Advisors’s CTO Realty Growth CTO Stock Holding History

Rise 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
-765
Closed -$12.5K – 415
2025
Q3 		$12.5K Hold
765
– – ﹤0.01% 871
2025
Q2 		$13.2K Hold
765
– – 0.01% 823
2025
Q1 		$14.8K Buy
+765
New +$14.8K 0.01% 695

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Rise Advisors's CTO Position: Q4 2025 in Review

Rise Advisors sold out of CTO Realty Growth (CTO) in Q4 2025, closing a stake of 765 shares — an estimated $12.5K sold.

Rise Advisors first reported a position in CTO in Q1 2025 and held it in 3 quarters. The position peaked at $14.8K in Q1 2025. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

  • Rise Advisors reported no remaining CTO Realty Growth position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 765 CTO Realty Growth shares in Q4 2025, an estimated $12.5K.
  • Rise Advisors first reported a position in CTO Realty Growth in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's CTO Realty Growth position peaked at $14.8K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.