RIL
CTO

Rothschild Investment LLC’s CTO Realty Growth CTO Stock Holding History

Rothschild Investment LLC’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
Q2 		$23K Buy
1,070
+98
+10% +$1.99K ﹤0.01% 1505
2026
Q1 		$18K Hold
972
– – ﹤0.01% 1465
2025
Q4 		$17.9K Sell
972
-8
-0.8% -$137 ﹤0.01% 1366
2025
Q3 		$16K Sell
980
-15
-2% -$253 ﹤0.01% 1297
2025
Q2 		$17.2K Sell
995
-40
-4% -$723 ﹤0.01% 1051
2025
Q1 		$20K Buy
1,035
+15
+1% +$291 ﹤0.01% 1001
2024
Q4 		$20.1K Hold
1,020
– – ﹤0.01% 1006
2024
Q3 		$19.4K Buy
1,020
+40
+4% +$761 ﹤0.01% 1006
2024
Q2 		$17.1K Buy
+980
New +$17K ﹤0.01% 999

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Rothschild Investment LLC's CTO Position: Q2 2026 in Review

Rothschild Investment LLC increased its CTO Realty Growth (CTO) stake by 10% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,070 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Rothschild Investment LLC first reported a position in CTO in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Rothschild Investment LLC held 1,070 shares of CTO Realty Growth worth $23K as of Q2 2026.
  • Rothschild Investment LLC bought 98 CTO Realty Growth shares in Q2 2026, an estimated $1.99K.
  • CTO Realty Growth made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1505 holding.
  • Rothschild Investment LLC first reported a position in CTO Realty Growth in Q2 2024 and has held it in 9 quarters since.
  • 90 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.