SIC
CTO

Sage Investment Counsel’s CTO Realty Growth CTO Stock Holding History

Sage Investment Counsel’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 		$295K Hold
13,700
– – 0.3% 84
2026
Q1 		$253K Hold
13,700
– – 0.28% 96
2025
Q4 		$252K Hold
13,700
– – 0.28% 93
2025
Q3 		$223K Hold
13,700
– – 0.25% 99
2025
Q2 		$236K Sell
13,700
-2,341
-15% -$42.3K 0.27% 93
2025
Q1 		$310K Buy
16,041
+36
+0.2% +$698 0.39% 79
2024
Q4 		$315K Buy
+16,005
New +$315K 0.41% 73

Other funds holding CTO

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Sage Investment Counsel's CTO Position: Q2 2026 in Review

Sage Investment Counsel held its CTO Realty Growth (CTO) position steady in Q2 2026 at 13,700 shares worth $295K. The position accounts for 0.3% of the portfolio, ranked #84.

Sage Investment Counsel first reported a position in CTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q4 2024. 63 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Sage Investment Counsel held 13,700 shares of CTO Realty Growth worth $295K as of Q2 2026.
  • Sage Investment Counsel left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up 0.3% of Sage Investment Counsel's portfolio in Q2 2026, its #84 holding.
  • Sage Investment Counsel first reported a position in CTO Realty Growth in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's CTO Realty Growth position peaked at $315K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.