ST
CTO

Somerset Trust’s CTO Realty Growth CTO Stock Holding History

Somerset Trust’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 		$246K Sell
11,417
-232
-2% -$4.7K 0.07% 157
2026
Q1 		$215K Buy
11,649
+49
+0.4% +$914 0.07% 163
2025
Q4 		$214K Buy
11,600
+922
+9% +$15.8K 0.07% 173
2025
Q3 		$174K Sell
10,678
-1,634
-13% -$27.6K 0.05% 180
2025
Q2 		$213K Buy
12,312
+1,544
+14% +$27.9K 0.07% 175
2025
Q1 		$208K Buy
+10,768
New +$209K 0.07% 164

Other funds holding CTO

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return