Who owns CTO Realty Growth, Inc. (CTO)
Which tracked institutional funds hold CTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CTO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
30 tracked funds added or opened CTO while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CTO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CTO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CTO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 197 tracked filers holding CTO, 102 increased or opened the position and 84 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CTO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- VANGUARD PORTFOLIO MANAGEMENT LLC$30M
- VANGUARD CAPITAL MANAGEMENT LLC$25M
- VANGUARD FIDUCIARY TRUST CO$4M
- MARSHALL WACE, LLP$3M
- Y-Intercept (Hong Kong) Ltd$2M
- LAZARD ASSET MANAGEMENT LLC$1M
Full exits 7
- VANGUARD GROUP INC$55M
- APG Asset Management US Inc.$8M
- TWO SIGMA ADVISERS, LP$6M
- EXCHANGE TRADED CONCEPTS, LLC$2M
- TUDOR INVESTMENT CORP ET AL$1M
- Versor Investments LP$755K
Largest adds
- TWO SIGMA INVESTMENTS, LP$9M
- CITADEL ADVISORS LLC$5M
- BlackRock, Inc.$4M
- Miller Value Partners, LLC$2M
- Man Group plc$2M
- SummitTX Capital, L.P.$1M
Largest trims
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6M
- Truvestments Capital LLC$2M
- MORGAN STANLEY$2M
- DEUTSCHE BANK AG\$1M
- LDR Capital Management LLC$743K
- Invesco Ltd.$692K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,295,951 | $61M | 13.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,621,229 | $30M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,349,517 | $25M | 5.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 881,629 | $16M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 837,887 | $15M | 3.3% | 2026-Q1 |
| Heitman Real Estate Securities LLC added | 742,696 | $14M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 710,187 | $13M | 2.8% | 2026-Q1 |
| Cutler Capital Management, LLC trimmed | 659,370 | $12M | 2.6% | 2026-Q1 |
| GRACE & WHITE INC /NY trimmed | 591,125 | $11M | 2.3% | 2026-Q1 |
| Miller Value Partners, LLC added | 556,053 | $10M | 2.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 522,742 | $10M | 2.1% | 2026-Q1 |
| INGALLS & SNYDER LLC trimmed | 469,152 | $9M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 443,746 | $8M | 1.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 427,702 | $8M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 387,919 | $7M | 1.5% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 357,264 | $7M | 1.4% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 335,150 | $6M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 334,449 | $6M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 312,177 | $6M | 1.2% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 289,068 | $5M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 264,352 | $5M | 1.0% | 2026-Q1 |
| Man Group plc added | 247,148 | $5M | 1.0% | 2026-Q1 |
| UBS Group AG added | 235,490 | $4M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 212,300 | $4M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 212,154 | $4M | 0.8% | 2026-Q1 |
| Boston Partners added | 201,435 | $4M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 195,084 | $4M | 0.8% | 2026-Q1 |
| SummitTX Capital, L.P. added | 167,545 | $3M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 166,183 | $3M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 161,992 | $3M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 161,931 | $3M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 153,768 | $3M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 146,898 | $3M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 139,518 | $3M | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 128,423 | $2M | 0.5% | 2026-Q1 |
| FJ Capital Management LLC added | 116,343 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 109,631 | $2M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 108,615 | $2M | 0.4% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 105,644 | $2M | 0.4% | 2026-Q1 |
| Truvestments Capital LLC trimmed | 102,507 | $2M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 78,889 | $1M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 78,358 | $1M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 72,604 | $1M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 68,965 | $1M | 0.3% | 2026-Q1 |
| Penserra Capital Management LLC added | 67,182 | $1M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 65,025 | $1M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 64,829 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 63,264 | $1M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 61,650 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 59,043 | $1M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 54,650 | $1M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,566 | $953K | 0.2% | 2026-Q1 |
| Crossingbridge Advisors, LLC added | 50,400 | $932K | 0.2% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 50,400 | $932K | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC new | 48,666 | $900K | 0.2% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 47,965 | $887K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 45,489 | $841K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 44,061 | $815K | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 43,700 | $808K | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 43,637 | $807K | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 39,529 | $731K | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 38,919 | $720K | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 35,761 | $661K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 34,669 | $641K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 34,246 | $633K | 0.1% | 2026-Q1 |
| Worth Venture Partners, LLC added | 30,202 | $558K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 29,751 | $550K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 29,506 | $546K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 28,898 | $532K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 26,901 | $497K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 24,740 | $457K | 0.1% | 2026-Q1 |
| ZWJ INVESTMENT COUNSEL INC | 24,657 | $456K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 24,398 | $451K | 0.1% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 24,278 | $449K | 0.1% | 2026-Q1 |
| Buckland Partners Management Co LLC | 24,000 | $444K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 23,813 | $440K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 23,617 | $437K | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 23,280 | $430K | 0.1% | 2026-Q1 |
| FMR LLC added | 23,217 | $429K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 22,987 | $425K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC trimmed | 22,775 | $421K | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 22,700 | $420K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,967,592 | $55M | 11.7% | 2025-Q4 stale |
| APG Asset Management US Inc. | 460,001 | $8M | 1.8% | 2025-Q4 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 360,108 | $6M | 1.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 312,701 | $6M | 1.2% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 225,202 | $4M | 0.8% | 2025-Q2 stale |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 143,346 | $2M | 0.5% | 2025-Q2 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 120,922 | $2M | 0.5% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 107,800 | $2M | 0.4% | 2025-Q1 stale |
| GLOBEFLEX CAPITAL L P | 110,982 | $2M | 0.4% | 2025-Q2 stale |
| THIRD AVENUE MANAGEMENT LLC | 63,000 | $1M | 0.3% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL | 69,395 | $1M | 0.2% | 2025-Q4 stale |
| AXA S.A. | 63,877 | $1M | 0.2% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 60,770 | $991K | 0.2% | 2025-Q3 stale |
| Versor Investments LP added | 41,000 | $755K | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC | 32,597 | $600K | 0.1% | 2025-Q4 stale |
| Delta Investment Management, LLC new | 26,000 | $479K | 0.1% | 2025-Q4 stale |
| Cambria Investment Management, L.P. trimmed | 22,745 | $439K | 0.1% | 2025-Q1 stale |
| Nebula Research & Development LLC added | 24,449 | $422K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.