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Heitman Real Estate Securities LLC

Broker-Dealer

Position 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, 2026

Heitman Real Estate Securities LLC holds $37,292,632 across 4 REIT - Diversified names. CTO ranks #2 (36.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CTO
CTO Realty Growth, Inc.
This page
742,696 $13,732,449

All Filings in CTO

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,732,449 742,696
2025-12-31 $13,049,946 708,851
2025-09-30 $12,825,377 786,833
2025-06-30 $13,449,561 779,233
2025-03-31 $17,042,735 882,586
2024-12-31 $17,450,682 885,372
2024-09-30 $18,812,168 989,073
2024-06-30 $13,683,227 783,690
2024-03-31 $15,288,645 901,985
2023-12-31 $16,318,135 941,612
2023-09-30 $14,048,769 866,673
2023-06-30 $14,701,355 857,722
2023-03-31 $16,283,325 943,414
2022-12-31 $8,658,139 473,640