RWB
CTO

RMR Wealth Builders’s CTO Realty Growth CTO Stock Holding History

RMR Wealth Builders’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
2021
Q1 		– Sell
-1,110
Closed -$16K – 791
2020
Q4 		$16K Buy
+1,110
New +$14.6K 0.01% 372
2020
Q3 		– Sell
-1,105
Closed -$12K – 278
2020
Q2 		$12K Buy
+1,105
New +$12.2K 0.01% 338
2019
Q4 		$18K Buy
+1,105
New +$19.1K 0.02% 318

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's CTO Position: Q1 2021 in Review

RMR Wealth Builders sold out of CTO Realty Growth (CTO) in Q1 2021, closing a stake of 1,110 shares — an estimated $16K sold.

RMR Wealth Builders first reported a position in CTO in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 102 funds tracked by Wall St. Rank hold CTO as of Q1 2021.

  • RMR Wealth Builders reported no remaining CTO Realty Growth position as of Q1 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,110 CTO Realty Growth shares in Q1 2021, an estimated $16K.
  • RMR Wealth Builders first reported a position in CTO Realty Growth in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's CTO Realty Growth position peaked at $18K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.