TWD
CTO

True Wealth Design’s CTO Realty Growth CTO Stock Holding History

True Wealth Design’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 		$87 Sell
4
-11
-73% -$223 ﹤0.01% 2554
2026
Q1 		$278 Buy
15
+3
+25% +$56 ﹤0.01% 2244
2025
Q4 		$221 Sell
12
-13
-52% -$222 ﹤0.01% 2205
2025
Q3 		$408 Buy
25
+5
+25% +$84 ﹤0.01% 2072
2025
Q2 		$346 Sell
20
-69
-78% -$1.25K ﹤0.01% 1877
2025
Q1 		$1.72K Sell
89
-183
-67% -$3.55K ﹤0.01% 1061
2024
Q4 		$5.36K Hold
272
– – ﹤0.01% 523
2024
Q3 		$5.17K Buy
+272
New +$5.17K ﹤0.01% 547

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

True Wealth Design's CTO Position: Q2 2026 in Review

True Wealth Design reduced its CTO Realty Growth (CTO) stake by 73% in Q2 2026, selling an estimated $223 and leaving 4 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

True Wealth Design first reported a position in CTO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.36K in Q4 2024. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • True Wealth Design held 4 shares of CTO Realty Growth worth $87 as of Q2 2026.
  • True Wealth Design sold 11 CTO Realty Growth shares in Q2 2026, an estimated $223.
  • CTO Realty Growth made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2554 holding.
  • True Wealth Design first reported a position in CTO Realty Growth in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's CTO Realty Growth position peaked at $5.36K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.