Steward Partners Investment Advisory’s CTO Realty Growth CTO Stock Holding History

Steward Partners Investment Advisory’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	$10.1K	Buy	+470	New	+$9.52K	﹤0.01%	3732
2023 Q1	–	Sell	-410	Closed	-$7.5K	–	3330
2022 Q4	$7.5K	Sell	410 -26,680	-98%	-$512K	﹤0.01%	2629
2022 Q3	$508K	Buy	27,090 +360	+1%	+$7.51K	0.01%	850
2022 Q2	$545K	Buy	26,730 +2,298	+9%	+$48.3K	0.01%	825
2022 Q1	$540K	Buy	24,432 +1,227	+5%	+$25.3K	0.01%	902
2021 Q4	$475K	Buy	23,205 +5,616	+32%	+$104K	0.01%	951
2021 Q3	$315K	Buy	17,589 +13,464	+326%	+$245K	0.01%	1085
2021 Q2	$74K	Buy	+4,125	New	+$73K	﹤0.01%	2663

Other funds holding CTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 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

Steward Partners Investment Advisory's CTO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in CTO Realty Growth (CTO) in Q2 2026: 470 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #3732 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CTO as recently as Q4 2022.

Steward Partners Investment Advisory first reported a position in CTO in Q2 2021 and has held it in 8 quarters since. The position peaked at $545K in Q2 2022. 219 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Steward Partners Investment Advisory held 470 shares of CTO Realty Growth worth $10.1K as of Q2 2026.
CTO Realty Growth was a new Steward Partners Investment Advisory position in Q2 2026.
CTO Realty Growth made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3732 holding.
Steward Partners Investment Advisory first reported a position in CTO Realty Growth in Q2 2021 and has held it in 8 quarters since.
Steward Partners Investment Advisory's CTO Realty Growth position peaked at $545K in Q2 2022.
219 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.