SIS
CTO

Sound Income Strategies’s CTO Realty Growth CTO Stock Holding History

Sound Income Strategies’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 		– Sell
-610
Closed -$11.3K – 889
2026
Q1 		$11.3K Hold
610
– – ﹤0.01% 1446
2025
Q4 		$11.3K Hold
610
– – ﹤0.01% 1399
2025
Q3 		$9.43K Buy
+610
New +$10.3K ﹤0.01% 1024

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sound Income Strategies's CTO Position: Q2 2026 in Review

Sound Income Strategies sold out of CTO Realty Growth (CTO) in Q2 2026, closing a stake of 610 shares — an estimated $11.3K sold.

Sound Income Strategies first reported a position in CTO in Q3 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2026. 161 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Sound Income Strategies reported no remaining CTO Realty Growth position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 610 CTO Realty Growth shares in Q2 2026, an estimated $11.3K.
  • Sound Income Strategies first reported a position in CTO Realty Growth in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's CTO Realty Growth position peaked at $11.3K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.