Vision Retirement’s CTO Realty Growth CTO Stock Holding History

Vision Retirement’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	$6.45K	Hold	300	–	–	﹤0.01%	490
2026 Q1	$5.55K	Hold	300	–	–	﹤0.01%	477
2025 Q4	$5.52K	Buy	+300	New	+$5.13K	﹤0.01%	465

Other funds holding CTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 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

Vision Retirement's CTO Position: Q2 2026 in Review

Vision Retirement held its CTO Realty Growth (CTO) position steady in Q2 2026 at 300 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Vision Retirement first reported a position in CTO in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Vision Retirement held 300 shares of CTO Realty Growth worth $6.45K as of Q2 2026.
Vision Retirement left its CTO Realty Growth share count unchanged in Q2 2026.
CTO Realty Growth made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #490 holding.
Vision Retirement first reported a position in CTO Realty Growth in Q4 2025 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.