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CTO

CTO Realty Growth

177 hedge funds and large institutions have $336M invested in CTO Realty Growth in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

4% more funds holding

Funds holding: 170177 (+7)

0.31% more ownership

Funds ownership: 62.22%62.53% (+0.31%)

5% less capital invested

Capital invested by funds: $354M → $336M (-$18.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less call options, than puts

Call options by funds: $762K | Put options by funds: $2.14M

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
68
Reduced
50
Closed
16
Calls
$762K
Puts
$2.14M
Net Calls
-$1.38M
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$51.2M +$1.73M +102,630 +3%
BlackRock
2
BlackRock
New York
$48.3M +$2.87M +170,086 +6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$13.1M +$532K +31,501 +4%
HRES
4
Heitman Real Estate Securities
Illinois
$12.8M +$128K +7,600 +1%
State Street
5
State Street
Massachusetts
$11.3M +$620K +36,720 +6%
CCM
6
Cutler Capital Management
Massachusetts
$10.8M +$387K +22,925 +4%
Invesco
7
Invesco
Georgia
$10.8M +$2.39M +141,574 +27%
GWI
8
Grace & White Inc
New York
$10M +$444K +26,296 +4%
LSV Asset Management
9
LSV Asset Management
Illinois
$8.77M -$218K -12,900 -2%
Morgan Stanley
10
Morgan Stanley
New York
$8.13M -$878K -52,052 -9%
ISL
11
Ingalls & Snyder LLC
New York
$7.73M +$1.35M +79,960 +20%
AAMU
12
APG Asset Management US
New York
$7.46M
MVP
13
Miller Value Partners
Florida
$7M +$506K +30,000 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$6.64M +$417K +24,729 +6%
LI
15
Leeward Investments
Massachusetts
$6.01M -$140K -8,292 -2%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$5.87M +$1.75M +103,648 +40%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$5.49M +$292K +17,294 +5%
KCM
18
Kennedy Capital Management
Missouri
$5.31M +$735K +43,534 +15%
Charles Schwab
19
Charles Schwab
California
$4.51M -$1.59M -94,424 -25%
Northern Trust
20
Northern Trust
Illinois
$4.47M +$140K +8,270 +3%
CA
21
Crossingbridge Advisors
New York
$4.27M +$2.75M +162,689 +154%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$4.06M +$84.4K +5,000 +2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$3.92M -$2.82M -167,300 -41%
Boston Partners
24
Boston Partners
Massachusetts
$3.76M +$241K +14,279 +7%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$3.71M -$3.94M -233,603 -51%

CTO Hedge Fund Activity: Q3 2025 in Review

177 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in CTO Realty Growth (CTO) for Q3 2025, worth a combined $336M — down 5.1% from $354M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CTO positions and 16 closed out — a net gain of 8 holders — while 68 added to existing stakes and 50 trimmed.

The largest buyer was SummitTX Capital, opening a new position worth an estimated $3.12M. The largest seller was Russell Investments Group, cutting an estimated $3.94M.

  • 177 institutional investors held CTO Realty Growth (CTO) as of Q3 2025, up from 170 in Q2 2025.
  • Funds reported $336M of CTO Realty Growth stock for Q3 2025, down 5.1% quarter-over-quarter.
  • 24 funds opened new CTO Realty Growth positions in Q3 2025 and 16 closed out, a net change of +8 holders.
  • The largest CTO Realty Growth buyer in Q3 2025 was SummitTX Capital, an estimated $3.12M added.
  • The largest CTO Realty Growth seller in Q3 2025 was Russell Investments Group, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2025.