Sumitomo Mitsui Trust Group
CTO

Sumitomo Mitsui Trust Group’s CTO Realty Growth CTO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$634K Sell
29,463
-43
-0.1% -$871 ﹤0.01% 941
2026
Q1 		$546K Sell
29,506
-568
-2% -$10.6K ﹤0.01% 920
2025
Q4 		$554K Sell
30,074
-386
-1% -$6.6K ﹤0.01% 934
2025
Q3 		$496K Sell
30,460
-346
-1% -$5.84K ﹤0.01% 946
2025
Q2 		$532K Buy
30,806
+458
+2% +$8.28K ﹤0.01% 921
2025
Q1 		$586K Sell
30,348
-296
-1% -$5.74K ﹤0.01% 916
2024
Q4 		$604K Buy
30,644
+6,662
+28% +$131K ﹤0.01% 924
2024
Q3 		$456K Hold
23,982
– – ﹤0.01% 980
2024
Q2 		$419K Sell
23,982
-994
-4% -$17.2K ﹤0.01% 983
2024
Q1 		$423K Hold
24,976
– – ﹤0.01% 1035
2023
Q4 		$433K Buy
24,976
+4,000
+19% +$66.6K ﹤0.01% 1052
2023
Q3 		$340K Buy
20,976
+667
+3% +$11.5K ﹤0.01% 1084
2023
Q2 		$348K Buy
20,309
+21
+0.1% +$347 ﹤0.01% 1090
2023
Q1 		$350K Buy
20,288
+638
+3% +$11.6K ﹤0.01% 1096
2022
Q4 		$359K Buy
19,650
+639
+3% +$12.3K ﹤0.01% 1136
2022
Q3 		$356K Buy
+19,011
New +$397K ﹤0.01% 1150
2022
Q2 		– Sell
-20,685
Closed -$457K – 1225
2022
Q1 		$457K Sell
20,685
-1,218
-6% -$25.1K ﹤0.01% 1117
2021
Q4 		$448K Sell
21,903
-1,740
-7% -$32.2K ﹤0.01% 1104
2021
Q3 		$424K Hold
23,643
– – ﹤0.01% 1116
2021
Q2 		$422K Sell
23,643
-1,977
-8% -$35K ﹤0.01% 1118
2021
Q1 		$444K Buy
25,620
+10,020
+64% +$162K ﹤0.01% 1085
2020
Q4 		$219K Buy
+15,600
New +$206K ﹤0.01% 1107

Other funds holding CTO

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CTO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its CTO Realty Growth (CTO) stake by 0.15% in Q2 2026, selling an estimated $871 and leaving 29,463 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Sumitomo Mitsui Trust Group first reported a position in CTO in Q4 2020 and has held it in 22 quarters since. 56 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 29,463 shares of CTO Realty Growth worth $634K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 43 CTO Realty Growth shares in Q2 2026, an estimated $871.
  • CTO Realty Growth made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #941 holding.
  • Sumitomo Mitsui Trust Group first reported a position in CTO Realty Growth in Q4 2020 and has held it in 22 quarters since.
  • 56 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.