WANY
CTO

Wealthspire Advisors (New York)’s CTO Realty Growth CTO Stock Holding History

Wealthspire Advisors (New York)’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 		$201K Hold
10,872
– – ﹤0.01% 870
2025
Q4 		$200K Sell
10,872
-217
-2% -$3.71K ﹤0.01% 977
2025
Q3 		$181K Hold
11,089
– – ﹤0.01% 828
2025
Q2 		$191K Hold
11,089
– – ﹤0.01% 802
2025
Q1 		$214K Hold
11,089
– – ﹤0.01% 725
2024
Q4 		$219K Sell
11,089
-8
-0.1% -$157 ﹤0.01% 729
2024
Q3 		$211K Buy
11,097
+225
+2% +$4.28K ﹤0.01% 697
2024
Q2 		$190K Hold
10,872
– – ﹤0.01% 626
2024
Q1 		$184K Sell
10,872
-711
-6% -$12K ﹤0.01% 611
2023
Q4 		$201K Hold
11,583
– – ﹤0.01% 618
2023
Q3 		$188K Hold
11,583
– – ﹤0.01% 568
2023
Q2 		$199K Hold
11,583
– – ﹤0.01% 531
2023
Q1 		$200K Sell
11,583
-6
-0.1% -$109 ﹤0.01% 507
2022
Q4 		$212K Buy
11,589
+6
+0.1% +$115 ﹤0.01% 530
2022
Q3 		$217K Hold
11,583
– – ﹤0.01% 465
2022
Q2 		$236K Hold
11,583
– – ﹤0.01% 449
2022
Q1 		$256K Buy
+11,583
New +$239K 0.01% 376

Other funds holding CTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return