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
VCM
176
Versant Capital Management
Arizona
$4.7K
ETS
177
ESL Trust Services
New York
$4.6K
MCM
178
MAI Capital Management
Ohio
$3.39K
SAM
179
Smartleaf Asset Management
Massachusetts
$2.68K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$2.64K
IA
181
IFP Advisors
Florida
$2.6K
HNB
182
Huntington National Bank
Ohio
$2.27K
FHC
183
First Horizon Corporation
Tennessee
$1.88K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$1.88K
BFS
185
Bare Financial Services
Pennsylvania
$1.82K
PWPS
186
Pinnacle Wealth Planning Services
Ohio
$1.79K
PWA
187
Physician Wealth Advisors
Utah
$1.58K
WA
188
WPG Advisers
Maryland
$1.29K
Comerica Bank
189
Comerica Bank
Texas
$932
NA
190
NewEdge Advisors
Louisiana
$620
TFA
191
Transamerica Financial Advisors
Florida
$515
CPG
192
Cornerstone Planning Group
New Jersey
$330
SWP
193
Strategic Wealth Partners
Ohio
$258
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$258
TWD
195
True Wealth Design
Ohio
$221
PWAM
196
Private Wealth Asset Management
Iowa
$221
AAP
197
Arax Advisory Partners
Colorado
$147
SIC
198
SJS Investment Consulting
Ohio
$129
DF
199
Dunhill Financial
United Kingdom
$19
PIWA
200
Prevail Innovative Wealth Advisors
Kansas