WA
CTO

Wealth Architects’s CTO Realty Growth CTO Stock Holding History

Wealth Architects’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 		$245K Hold
11,391
– – 0.02% 226
2026
Q1 		$211K Hold
11,391
– – 0.02% 229
2025
Q4 		$210K Hold
11,391
– – 0.02% 227
2025
Q3 		$186K Hold
11,391
– – 0.02% 231
2025
Q2 		$197K Sell
11,391
-56
-0.5% -$1.01K 0.02% 222
2025
Q1 		$221K Buy
11,447
+56
+0.5% +$1.09K 0.02% 211
2024
Q4 		$225K Hold
11,391
– – 0.03% 197
2024
Q3 		$217K Hold
11,391
– – 0.02% 201
2024
Q2 		$199K Hold
11,391
– – 0.02% 203
2024
Q1 		$193K Hold
11,391
– – 0.03% 203
2023
Q4 		$197K Hold
11,391
– – 0.03% 195
2023
Q3 		$185K Hold
11,391
– – 0.03% 181
2023
Q2 		$195K Hold
11,391
– – 0.03% 184
2023
Q1 		$197K Hold
11,391
– – 0.03% 179
2022
Q4 		$208K Hold
11,391
– – 0.04% 163
2022
Q3 		$213K Hold
11,391
– – 0.04% 153
2022
Q2 		$232K Hold
11,391
– – 0.05% 159
2022
Q1 		$252K Hold
11,391
– – 0.04% 167
2021
Q4 		$233K Hold
11,391
– – 0.04% 170
2021
Q3 		$204K Hold
11,391
– – 0.04% 175
2021
Q2 		$203K Buy
+11,391
New +$202K 0.04% 177
2019
Q4 		– Sell
-11,317
Closed -$202K – 142
2019
Q3 		$202K Buy
+11,317
New +$194K 0.06% 127

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

Wealth Architects's CTO Position: Q2 2026 in Review

Wealth Architects held its CTO Realty Growth (CTO) position steady in Q2 2026 at 11,391 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #226.

Wealth Architects first reported a position in CTO in Q3 2019 and has held it in 22 quarters since. The position peaked at $252K in Q1 2022. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Wealth Architects held 11,391 shares of CTO Realty Growth worth $245K as of Q2 2026.
  • Wealth Architects left its CTO Realty Growth share count unchanged in Q2 2026.
  • CTO Realty Growth made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #226 holding.
  • Wealth Architects first reported a position in CTO Realty Growth in Q3 2019 and has held it in 22 quarters since.
  • Wealth Architects's CTO Realty Growth position peaked at $252K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.