SC
CTO

SummitTX Capital’s CTO Realty Growth CTO Stock Holding History

SummitTX Capital’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 		$2.77M Sell
128,789
-38,756
-23% -$785K 0.07% 288
2026
Q1 		$3.1M Buy
167,545
+60,506
+57% +$1.13M 0.1% 231
2025
Q4 		$1.97M Sell
107,039
-77,981
-42% -$1.33M 0.06% 311
2025
Q3 		$3.02M Buy
+185,020
New +$3.12M 0.12% 185

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

SummitTX Capital's CTO Position: Q2 2026 in Review

SummitTX Capital reduced its CTO Realty Growth (CTO) stake by 23% in Q2 2026, selling an estimated $785K and leaving 128,789 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #288.

SummitTX Capital first reported a position in CTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.1M in Q1 2026. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • SummitTX Capital held 128,789 shares of CTO Realty Growth worth $2.77M as of Q2 2026.
  • SummitTX Capital sold 38,756 CTO Realty Growth shares in Q2 2026, an estimated $785K.
  • CTO Realty Growth made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #288 holding.
  • SummitTX Capital first reported a position in CTO Realty Growth in Q3 2025 and has held it in 4 quarters since.
  • SummitTX Capital's CTO Realty Growth position peaked at $3.1M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.