Simplex Trading’s CTO Realty Growth CTO Stock Holding History

Simplex Trading’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 Q4	–	Sell	-456	Closed	-$7.8K	–	8806
2025 Q3	$7K	Sell	456 -1,401	-75%	-$23.6K	﹤0.01%	8088
2025 Q2	$32K	Buy	1,857 +1,448	+354%	+$26.2K	﹤0.01%	6334
2025 Q1	$7K	Sell	409 -839	-67%	-$16.3K	﹤0.01%	7306
2024 Q4	$24K	Sell	1,248 -1,469	-54%	-$28.9K	﹤0.01%	6525
2024 Q3	$51K	Buy	2,717 +2,185	+411%	+$41.6K	﹤0.01%	5857
2024 Q2	$9K	Buy	+532	New	+$9.21K	﹤0.01%	7487
2024 Q1	–	Sell	-223	Closed	-$3.75K	–	8989
2023 Q4	$3K	Buy	223 +219	+5,475%	+$3.65K	﹤0.01%	8062
2023 Q3	$0	Sell	4 -560	-99%	-$9.62K	﹤0.01%	8818
2023 Q2	$9K	Sell	564 -1,471	-72%	-$24.3K	﹤0.01%	7479
2023 Q1	$35K	Buy	2,035 +1,149	+130%	+$20.8K	﹤0.01%	6321
2022 Q4	$16K	Buy	+886	New	+$17K	﹤0.01%	7071

Other funds holding CTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Simplex Trading's CTO Position: Q4 2025 in Review

Simplex Trading sold out of CTO Realty Growth (CTO) in Q4 2025, closing a stake of 456 shares — an estimated $7.8K sold.

Simplex Trading first reported a position in CTO in Q4 2022 and held it in 11 quarters. The position peaked at $51K in Q3 2024. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

Simplex Trading reported no remaining CTO Realty Growth position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 456 CTO Realty Growth shares in Q4 2025, an estimated $7.8K.
Simplex Trading first reported a position in CTO Realty Growth in Q4 2022 and held it in 11 quarters.
Simplex Trading's CTO Realty Growth position peaked at $51K in Q3 2024.
199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.