MassMutual Private Wealth & Trust, FSB
Position in CTO — CTO Realty Growth, Inc.
CIK 1103653
Windsor, CT
Position in CTO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,808
+$1,396 QoQ
Shares Held
456
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 218 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $146,293 across 11 REIT - Diversified names. CTO ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
2,321 | $61,622 | |
| 2 | WPC |
W. P. Carey Inc.
|
463 | $33,104 | |
| 3 | CTO |
CTO Realty Growth, Inc.
This page
|
456 | $9,808 | |
| 4 | OLP |
One Liberty Properties Inc
|
362 | $8,840 | |
| 5 | FVR |
FrontView REIT, Inc.
|
429 | $8,678 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
1,310 | $7,087 | |
| 7 | GNL |
Global Net Lease, Inc.
|
638 | $5,703 | |
| 8 | AAT |
American Assets Trust, Inc.
|
220 | $5,431 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,808 | 456 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $8,412 | 455 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,376 | 455 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,709 | 473 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,833 | 338 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,906 | 513 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $8,002 | 406 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,293 | 68 | Shares | Sole | 2024-10-02 | |
| No filing history on record for this holder in this stock. | ||||||