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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return