SFA
CTO

Sequoia Financial Advisors’s CTO Realty Growth CTO Stock Holding History

Sequoia Financial 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
2026
Q2 		$476K Buy
22,139
+11,733
+113% +$238K ﹤0.01% 1368
2026
Q1 		$192K Buy
+10,406
New +$194K ﹤0.01% 1802
2025
Q1 		– Sell
-21,450
Closed -$423K – 1394
2024
Q4 		$423K Buy
21,450
+226
+1% +$4.45K ﹤0.01% 872
2024
Q3 		$404K Buy
+21,224
New +$404K ﹤0.01% 830

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Sequoia Financial Advisors's CTO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CTO Realty Growth (CTO) stake by 113% in Q2 2026, buying an estimated $238K and bringing the position to 22,139 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Sequoia Financial Advisors first reported a position in CTO in Q3 2024 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Sequoia Financial Advisors held 22,139 shares of CTO Realty Growth worth $476K as of Q2 2026.
  • Sequoia Financial Advisors bought 11,733 CTO Realty Growth shares in Q2 2026, an estimated $238K.
  • CTO Realty Growth made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1368 holding.
  • Sequoia Financial Advisors first reported a position in CTO Realty Growth in Q3 2024 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.