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CTO

CTO Realty Growth

185 hedge funds and large institutions have $447M invested in CTO Realty Growth in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 37

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

23% more capital invested

Capital invested by funds: $365M → $447M (+$82.4M)

15% more call options, than puts

Call options by funds: $884K | Put options by funds: $768K

2% more funds holding

Funds holding: 182185 (+3)

7.29% less ownership

Funds ownership: 83.02%75.73% (-7.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
89
Reduced
37
Closed
22
Calls
$884K
Puts
$768K
Net Calls
+$116K
Net Calls Change
+$683K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75M +$165K +8,377 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.6M +$26.8M +1,364,637 +119%
HRES
3
Heitman Real Estate Securities
Illinois
$17.5M -$2.04M -103,701 -10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$13.4M +$3.16M +160,593 +31%
UBS Group
5
UBS Group
Switzerland
$12.9M +$10.9M +553,760 +550%
GWI
6
Grace & White Inc
New York
$11.5M
State Street
7
State Street
Massachusetts
$10.5M +$1.64M +83,241 +18%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$10M +$2.26M +115,000 +29%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$9.24M -$52K -2,642 -0.6%
Invesco
10
Invesco
Georgia
$9.24M +$8.04M +408,632 +682%
Morgan Stanley
11
Morgan Stanley
New York
$9.19M +$289K +14,695 +3%
Two Sigma Investments
12
Two Sigma Investments
New York
$8.97M +$191K +9,709 +2%
Charles Schwab
13
Charles Schwab
California
$7.73M +$4.54M +230,811 +143%
MVP
14
Miller Value Partners
Florida
$7.57M
LSV Asset Management
15
LSV Asset Management
Illinois
$7.52M +$305K +15,500 +4%
ISL
16
Ingalls & Snyder LLC
New York
$7.33M -$498K -25,308 -6%
Marshall Wace
17
Marshall Wace
United Kingdom
$7.1M -$5.46M -277,346 -43%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$6.7M +$678K +34,446 +11%
SO
19
STRS Ohio
Ohio
$6.6M +$6.51M +331,100 +8,490%
N
20
Nuveen
North Carolina
$6.51M +$2.01M +102,414 +45%
AAMU
21
APG Asset Management US
New York
$6.5M +$6.49M +329,763 New
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$6.49M +$6.47M +329,029 New
AA
23
Ancora Advisors
Ohio
$6.47M +$895K +45,481 +16%
KCM
24
Kennedy Capital Management
Missouri
$6.46M +$1.65M +83,661 +34%
Northern Trust
25
Northern Trust
Illinois
$5.42M +$1.22M +61,987 +29%