SWP
CTO

Strategic Wealth Partners’s CTO Realty Growth CTO Stock Holding History

Strategic Wealth Partners’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 		$301 Hold
14
– – ﹤0.01% 1357
2026
Q1 		$259 Hold
14
– – ﹤0.01% 1361
2025
Q4 		$258 Hold
14
– – ﹤0.01% 1374
2025
Q3 		$228 Hold
14
– – ﹤0.01% 1271
2025
Q2 		$242 Buy
+14
New +$253 ﹤0.01% 1099

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
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
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
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

Strategic Wealth Partners's CTO Position: Q2 2026 in Review

Strategic Wealth Partners held its CTO Realty Growth (CTO) position steady in Q2 2026 at 14 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Strategic Wealth Partners first reported a position in CTO in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Strategic Wealth Partners held 14 shares of CTO Realty Growth worth $301 as of Q2 2026.
  • Strategic Wealth Partners left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1357 holding.
  • Strategic Wealth Partners first reported a position in CTO Realty Growth in Q2 2025 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.