Heitman Real Estate Securities LLC
Broker-DealerPosition in CTO — CTO Realty Growth, Inc.
CIK 1080117
Chicago, IL
Position in CTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,732,449
+$682,503 QoQ
Shares Held
742,696
+4.8% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Heitman Real Estate Securities LLC holds $37,292,632 across 4 REIT - Diversified names. CTO ranks #2 (36.8% of the industry book) .
All Filings in CTO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,732,449 | 742,696 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,049,946 | 708,851 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,825,377 | 786,833 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,449,561 | 779,233 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,042,735 | 882,586 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,450,682 | 885,372 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,812,168 | 989,073 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,683,227 | 783,690 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,288,645 | 901,985 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,318,135 | 941,612 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,048,769 | 866,673 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,701,355 | 857,722 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $16,283,325 | 943,414 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,658,139 | 473,640 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||