Stifel Financial
CTO icon

Stifel Financial’s CTO Realty Growth CTO Stock Holding History

Stifel Financial’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
2023
Q1 		– Sell
-10,200
Closed -$186K – 3342
2022
Q4 		$186K Hold
10,200
– – ﹤0.01% 2996
2022
Q3 		$191K Hold
10,200
– – ﹤0.01% 2970
2022
Q2 		$208K Buy
+10,200
New +$214K ﹤0.01% 2974

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Stifel Financial's CTO Position: Q1 2023 in Review

Stifel Financial sold out of CTO Realty Growth (CTO) in Q1 2023, closing a stake of 10,200 shares — an estimated $186K sold.

Stifel Financial first reported a position in CTO in Q2 2022 and held it in 3 quarters. The position peaked at $208K in Q2 2022. 135 funds tracked by Wall St. Rank hold CTO as of Q1 2023.

  • Stifel Financial reported no remaining CTO Realty Growth position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 10,200 CTO Realty Growth shares in Q1 2023, an estimated $186K.
  • Stifel Financial first reported a position in CTO Realty Growth in Q2 2022 and held it in 3 quarters.
  • Stifel Financial's CTO Realty Growth position peaked at $208K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.