TFA
CTO

Transamerica Financial Advisors’s CTO Realty Growth CTO Stock Holding History

Transamerica Financial Advisors’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 		$602 Hold
28
– – ﹤0.01% 1636
2026
Q1 		$517 Hold
28
– – ﹤0.01% 1476
2025
Q4 		$515 Buy
+28
New +$479 ﹤0.01% 1363

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

Transamerica Financial Advisors's CTO Position: Q2 2026 in Review

Transamerica Financial Advisors held its CTO Realty Growth (CTO) position steady in Q2 2026 at 28 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Transamerica Financial Advisors first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Transamerica Financial Advisors held 28 shares of CTO Realty Growth worth $602 as of Q2 2026.
  • Transamerica Financial Advisors left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1636 holding.
  • Transamerica Financial Advisors first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.