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Institutional Ownership · SEC Form 13F

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.

197
Institutional holders
21M
Shares held (tracked funds)
64.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,295,951$61M13.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,621,229$30M6.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,349,517$25M5.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added881,629$16M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added837,887$15M3.3%2026-Q1
Heitman Real Estate Securities LLC added742,696$14M2.9%2026-Q1
STATE STREET CORP added710,187$13M2.8%2026-Q1
Cutler Capital Management, LLC trimmed659,370$12M2.6%2026-Q1
GRACE & WHITE INC /NY trimmed591,125$11M2.3%2026-Q1
Miller Value Partners, LLC added556,053$10M2.2%2026-Q1
Invesco Ltd. trimmed522,742$10M2.1%2026-Q1
INGALLS & SNYDER LLC trimmed469,152$9M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added443,746$8M1.8%2026-Q1
LSV ASSET MANAGEMENT427,702$8M1.7%2026-Q1
MORGAN STANLEY trimmed387,919$7M1.5%2026-Q1
Leeward Investments, LLC - MA trimmed357,264$7M1.4%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added335,150$6M1.3%2026-Q1
CITADEL ADVISORS LLC added334,449$6M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added312,177$6M1.2%2026-Q1
State of New Jersey Common Pension Fund D289,068$5M1.1%2026-Q1
NORTHERN TRUST CORP added264,352$5M1.0%2026-Q1
Man Group plc added247,148$5M1.0%2026-Q1
UBS Group AG added235,490$4M0.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added212,300$4M0.8%2026-Q1
Russell Investments Group, Ltd. trimmed212,154$4M0.8%2026-Q1
Boston Partners added201,435$4M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new195,084$4M0.8%2026-Q1
SummitTX Capital, L.P. added167,545$3M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added166,183$3M0.7%2026-Q1
Bank of New York Mellon Corp trimmed161,992$3M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added161,931$3M0.6%2026-Q1
MARSHALL WACE, LLP added153,768$3M0.6%2026-Q1
JPMORGAN CHASE & CO added146,898$3M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added139,518$3M0.6%2026-Q1
BARCLAYS PLC trimmed128,423$2M0.5%2026-Q1
FJ Capital Management LLC added116,343$2M0.5%2026-Q1
JANE STREET GROUP, LLC added109,631$2M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed108,615$2M0.4%2026-Q1
Y-Intercept (Hong Kong) Ltd new105,644$2M0.4%2026-Q1
Truvestments Capital LLC trimmed102,507$2M0.4%2026-Q1
HRT FINANCIAL LP added78,889$1M0.3%2026-Q1
LAZARD ASSET MANAGEMENT LLC added78,358$1M0.3%2026-Q1
PINNACLE ASSOCIATES LTD added72,604$1M0.3%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed68,965$1M0.3%2026-Q1
Penserra Capital Management LLC added67,182$1M0.3%2026-Q1
SEI INVESTMENTS CO added65,025$1M0.3%2026-Q1
Quantinno Capital Management LP added64,829$1M0.3%2026-Q1
Nuveen, LLC added63,264$1M0.2%2026-Q1
US BANCORP \DE\ trimmed61,650$1M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added59,043$1M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added54,650$1M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A.51,566$953K0.2%2026-Q1
Crossingbridge Advisors, LLC added50,400$932K0.2%2026-Q1
AlphaCentric Advisors LLC added50,400$932K0.2%2026-Q1
Susquehanna Portfolio Strategies, LLC new48,666$900K0.2%2026-Q1
NAPLES GLOBAL ADVISORS, LLC trimmed47,965$887K0.2%2026-Q1
HighTower Advisors, LLC added45,489$841K0.2%2026-Q1
RHUMBLINE ADVISERS added44,061$815K0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added43,700$808K0.2%2026-Q1
Asset Management One Co., Ltd. added43,637$807K0.2%2026-Q1
Qube Research & Technologies Ltd new39,529$731K0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL38,919$720K0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added35,761$661K0.1%2026-Q1
ExodusPoint Capital Management, LP trimmed34,669$641K0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added34,246$633K0.1%2026-Q1
Worth Venture Partners, LLC added30,202$558K0.1%2026-Q1
Quantbot Technologies LP added29,751$550K0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed29,506$546K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added28,898$532K0.1%2026-Q1
LPL Financial LLC added26,901$497K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed24,740$457K0.1%2026-Q1
ZWJ INVESTMENT COUNSEL INC24,657$456K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed24,398$451K0.1%2026-Q1
Pasadena Private Wealth, LLC trimmed24,278$449K0.1%2026-Q1
Buckland Partners Management Co LLC24,000$444K0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed23,813$440K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added23,617$437K0.1%2026-Q1
MACKENZIE FINANCIAL CORP added23,280$430K0.1%2026-Q1
FMR LLC added23,217$429K0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.22,987$425K0.1%2026-Q1
Pinnacle Wealth Management Advisory Group, LLC trimmed22,775$421K0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.22,700$420K0.1%2026-Q1
VANGUARD GROUP INC trimmed2,967,592$55M11.7%2025-Q4 stale
APG Asset Management US Inc.460,001$8M1.8%2025-Q4 stale
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added360,108$6M1.3%2025-Q3 stale
TWO SIGMA ADVISERS, LP added312,701$6M1.2%2025-Q4 stale
DEPRINCE RACE & ZOLLO INC trimmed225,202$4M0.8%2025-Q2 stale
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added143,346$2M0.5%2025-Q2 stale
EXCHANGE TRADED CONCEPTS, LLC trimmed120,922$2M0.5%2025-Q4 stale
Schonfeld Strategic Advisors LLC added107,800$2M0.4%2025-Q1 stale
GLOBEFLEX CAPITAL L P110,982$2M0.4%2025-Q2 stale
THIRD AVENUE MANAGEMENT LLC63,000$1M0.3%2025-Q1 stale
TUDOR INVESTMENT CORP ET AL69,395$1M0.2%2025-Q4 stale
AXA S.A.63,877$1M0.2%2025-Q2 stale
AXA Investment Managers S.A. new60,770$991K0.2%2025-Q3 stale
Versor Investments LP added41,000$755K0.2%2025-Q4 stale
Verition Fund Management LLC32,597$600K0.1%2025-Q4 stale
Delta Investment Management, LLC new26,000$479K0.1%2025-Q4 stale
Cambria Investment Management, L.P. trimmed22,745$439K0.1%2025-Q1 stale
Nebula Research & Development LLC added24,449$422K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership