Wealth Enhancement Advisory Services
CTO

Wealth Enhancement Advisory Services’s CTO Realty Growth CTO Stock Holding History

Wealth Enhancement Advisory Services’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 		$337K Buy
15,814
+5,803
+58% +$118K ﹤0.01% 3086
2026
Q1 		$188K Sell
10,011
-4,080
-29% -$76.1K ﹤0.01% 3160
2025
Q4 		$259K Buy
14,091
+515
+4% +$8.81K ﹤0.01% 3052
2025
Q3 		$208K Buy
13,576
+1,736
+15% +$29.3K ﹤0.01% 3106
2025
Q2 		$209K Sell
11,840
-1,727
-13% -$31.2K ﹤0.01% 2956
2025
Q1 		$262K Buy
+13,567
New +$263K ﹤0.01% 2549

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 Enhancement Advisory Services's CTO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CTO Realty Growth (CTO) stake by 58% in Q2 2026, buying an estimated $118K and bringing the position to 15,814 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Wealth Enhancement Advisory Services first reported a position in CTO in Q1 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,814 shares of CTO Realty Growth worth $337K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,803 CTO Realty Growth shares in Q2 2026, an estimated $118K.
  • CTO Realty Growth made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3086 holding.
  • Wealth Enhancement Advisory Services first reported a position in CTO Realty Growth in Q1 2025 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.