Position in CTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,933,985
+$485,146 QoQ
Shares Held
89,911
+14.7% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 218 holders
Holding Since
Mar 2021
12 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, 2026LAZARD ASSET MANAGEMENT LLC holds $14,462,789 across 7 REIT - Diversified names. CTO ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
299,908 | $7,962,557 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
105,914 | $2,189,242 | |
| 3 | CTO |
CTO Realty Growth, Inc.
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|
89,911 | $1,933,985 | |
| 4 | AAT |
American Assets Trust, Inc.
|
53,300 | $1,315,977 | |
| 5 | FVR |
FrontView REIT, Inc.
|
21,988 | $444,817 | |
| 6 | WPC |
W. P. Carey Inc.
|
5,268 | $376,662 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
44,279 | $239,549 |
All Filings in CTO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,933,985 | 89,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,448,839 | 78,358 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $869,368 | 50,369 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $179,715 | 9,118 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $87,524 | 4,788 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $88,490 | 4,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $94,491 | 1,546 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $52,724 | 795 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,890 | 796 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $35,266 | 656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $37,678 | 704 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $36,615 | 704 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||