CTO

CTO Realty Growth

195 hedge funds and large institutions have $378M invested in CTO Realty Growth in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 70 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:

0.93% more ownership

Funds ownership: 62.53%63.46% (+0.93%)

21% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 70

65% less call options, than puts

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

Holders
195
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
SAM
176
Smartleaf Asset Management
Massachusetts
$2.68K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$2.64K
IA
178
IFP Advisors
Florida
$2.6K
HNB
179
Huntington National Bank
Ohio
$2.27K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$1.88K
FHC
181
First Horizon Corporation
Tennessee
$1.88K
BFS
182
Bare Financial Services
Pennsylvania
$1.82K
PWPS
183
Pinnacle Wealth Planning Services
Ohio
$1.79K
PWA
184
Physician Wealth Advisors
Utah
$1.58K
WA
185
WPG Advisers
Maryland
$1.29K
Comerica Bank
186
Comerica Bank
Texas
$932
NA
187
NewEdge Advisors
Louisiana
$620
TFA
188
Transamerica Financial Advisors
Florida
$515
CPG
189
Cornerstone Planning Group
New Jersey
$330
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$258
TWD
191
True Wealth Design
Ohio
$221
PWAM
192
Private Wealth Asset Management
Iowa
$221
AAP
193
Arax Advisory Partners
Colorado
$147
SIC
194
SJS Investment Consulting
Ohio
$129
DF
195
Dunhill Financial
United Kingdom
$19
PIWA
196
Prevail Innovative Wealth Advisors
Kansas
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
Macquarie Group
198
Macquarie Group
Australia
MGP
199
M&G plc
United Kingdom
Universal-Beteiligungs- und Servicegesellschaft
200
Universal-Beteiligungs- und Servicegesellschaft
Germany