CTO

CTO Realty Growth

199 hedge funds and large institutions have $378M invested in CTO Realty Growth in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.95% more ownership

Funds ownership: 62.53%63.48% (+0.95%)

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

65% less call options, than puts

Call options by funds: $749K | Put options by funds: $2.17M

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$749K
Puts
$2.17M
Net Calls
Net Calls Change

Top Buyers

1 +$4.38M
2 +$2.1M
3 +$1.53M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.52M
5
Barclays
Barclays
United Kingdom
+$1.44M

Top Sellers

1 -$5.87M
2 -$3.82M
3 -$1.89M
4
Invesco
Invesco
Georgia
-$1.74M
5
HRES
Heitman Real Estate Securities
Illinois
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$17.9K
FHA
152
Flagship Harbor Advisors
Massachusetts
$15.9K
CAL
153
Capital Advisors Ltd
Ohio
$15K
GWSA
154
Global Wealth Strategies & Associates
Colorado
$14.7K
QL
155
Quarry LP
New York
$14.7K
MFT
156
Moisand Fitzgerald Tamayo
Florida
$14.3K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$12K
QCG
158
Quadrant Capital Group
Ohio
$11.9K
SIS
159
Sound Income Strategies
Florida
$11.3K
EWA
160
EverSource Wealth Advisors
Alabama
$9.65K
FFA
161
Farther Finance Advisors
California
$9.31K
NS
162
NBC Securities
Alabama
$8.51K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$8.38K
C
164
Covestor
United Kingdom
$8K
AA
165
Ancora Advisors
Ohio
$7.64K
AF
166
Allworth Financial
California
$7.45K
JFA
167
JNBA Financial Advisors
Minnesota
$6.59K
Bessemer Group
168
Bessemer Group
New Jersey
$6K
VR
169
Vision Retirement
New Jersey
$5.52K
PA
170
Parallel Advisors
California
$5.26K
UBS AM
171
UBS AM
Illinois
$5.01K
HCA
172
Harbor Capital Advisors
Illinois
$5K
EP
173
Essential Partners
California
$4.92K
Optiver Holding
174
Optiver Holding
Netherlands
$4.82K
WWM
175
Wolff Wiese Magana
California
$4.79K