Universal-Beteiligungs- und Servicegesellschaft
CTO

Universal-Beteiligungs- und Servicegesellschaft’s CTO Realty Growth CTO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025
Q4 		– Sell
-11,252
Closed -$183K – 2085
2025
Q3 		$183K Buy
+11,252
New +$190K ﹤0.01% 2015
2025
Q2 		– Sell
-13,352
Closed -$258K – 2027
2025
Q1 		$258K Buy
+13,352
New +$259K ﹤0.01% 1826

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CTO Position: Q4 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of CTO Realty Growth (CTO) in Q4 2025, closing a stake of 11,252 shares — an estimated $183K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CTO in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 199 funds tracked by Wall St. Rank hold CTO as of Q4 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining CTO Realty Growth position as of Q4 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 11,252 CTO Realty Growth shares in Q4 2025, an estimated $183K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in CTO Realty Growth in Q1 2025 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's CTO Realty Growth position peaked at $258K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q4 2025, filed 28 Jan 2026.