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CTO

CTO Realty Growth

181 hedge funds and large institutions have $422M invested in CTO Realty Growth in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $917K | Put options by funds: $828K

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

2% less funds holding

Funds holding: 185181 (-4)

6% less capital invested

Capital invested by funds: $447M → $422M (-$26M)

7.15% less ownership

Funds ownership: 75.73%68.58% (-7.2%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
58
Reduced
67
Closed
23
Calls
$917K
Puts
$828K
Net Calls
+$89K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.6M -$18M -927,085 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.9M +$6.35M +327,505 +13%
HRES
3
Heitman Real Estate Securities
Illinois
$17M -$54K -2,786 -0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.1M +$943K +48,590 +7%
Citadel Advisors
5
Citadel Advisors
Florida
$12.7M +$7.55M +389,377 +146%
State Street
6
State Street
Massachusetts
$12.2M +$1.88M +96,872 +18%
GWI
7
Grace & White Inc
New York
$11.2M
LSV Asset Management
8
LSV Asset Management
Illinois
$11.2M +$3.83M +197,337 +52%
UBS Group
9
UBS Group
Switzerland
$10.4M -$2.21M -113,847 -17%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$10.4M +$1.32M +67,846 +14%
Invesco
11
Invesco
Georgia
$9.76M +$714K +36,831 +8%
Morgan Stanley
12
Morgan Stanley
New York
$9.62M +$610K +31,468 +7%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$9.08M -$768K -39,600 -8%
AAMU
14
APG Asset Management US
New York
$8.91M +$2.53M +130,238 +39%
LI
15
Leeward Investments
Massachusetts
$7.62M +$5.98M +308,213 +356%
MVP
16
Miller Value Partners
Florida
$7.41M
ISL
17
Ingalls & Snyder LLC
New York
$7.21M +$33.7K +1,735 +0.5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$6.78M +$213K +10,974 +3%
Charles Schwab
19
Charles Schwab
California
$6.55M -$1.03M -52,950 -14%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$6.2M +$5.91M +304,536 +1,861%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.87M -$2.93M -151,259 -33%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$5.84M +$1.51M +78,006 +35%
KCM
23
Kennedy Capital Management
Missouri
$5.67M -$669K -34,489 -11%
Northern Trust
24
Northern Trust
Illinois
$5.04M -$276K -14,224 -5%
AA
25
Ancora Advisors
Ohio
$4.92M -$1.43M -73,759 -22%