SWA
CTO

SOA Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

SOA Wealth 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
-200
Closed -$3.94K – 892
2024
Q4 		$3.94K Buy
+200
New +$3.94K ﹤0.01% 634

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SOA Wealth Advisors's CTO Position: Q1 2025 in Review

SOA Wealth Advisors sold out of CTO Realty Growth (CTO) in Q1 2025, closing a stake of 200 shares — an estimated $3.94K sold.

SOA Wealth Advisors first reported a position in CTO in Q4 2024 and held it in 1 quarter. The position peaked at $3.94K in Q4 2024. 181 funds tracked by Wall St. Rank hold CTO as of Q1 2025.

  • SOA Wealth Advisors reported no remaining CTO Realty Growth position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 CTO Realty Growth shares in Q1 2025, an estimated $3.94K.
  • SOA Wealth Advisors first reported a position in CTO Realty Growth in Q4 2024 and held it in 1 quarter.
  • SOA Wealth Advisors's CTO Realty Growth position peaked at $3.94K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.