SA
CTO

Sanctuary Advisors’s CTO Realty Growth CTO Stock Holding History

Sanctuary 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
Q1 		– Sell
-12,155
Closed -$238K – 2234
2024
Q4 		$238K Buy
12,155
+1,796
+17% +$35.3K ﹤0.01% 2142
2024
Q3 		$205K Buy
+10,359
New +$197K ﹤0.01% 2211

Other funds holding CTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return