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 Q2	$234K	Buy	10,884 +12	+0.1%	+$243	﹤0.01%	1106
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 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

Wealthspire Advisors (New York)'s CTO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its CTO Realty Growth (CTO) stake by 0.11% in Q2 2026, buying an estimated $243 and bringing the position to 10,884 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Wealthspire Advisors (New York) first reported a position in CTO in Q1 2022 and has held it in 18 quarters since. The position peaked at $256K in Q1 2022. 220 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Wealthspire Advisors (New York) held 10,884 shares of CTO Realty Growth worth $234K as of Q2 2026.
Wealthspire Advisors (New York) bought 12 CTO Realty Growth shares in Q2 2026, an estimated $243.
CTO Realty Growth made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1106 holding.
Wealthspire Advisors (New York) first reported a position in CTO Realty Growth in Q1 2022 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s CTO Realty Growth position peaked at $256K in Q1 2022.
220 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.