Position in CTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,448,839
+$579,471 QoQ
Shares Held
78,358
+55.6% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 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 Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $6,404,051 across 7 REIT - Diversified names. CTO ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
100,181 | $1,830,306 | |
| 2 | CTO |
CTO Realty Growth, Inc.
This page
|
78,358 | $1,448,839 | |
| 3 | AAT |
American Assets Trust, Inc.
|
58,028 | $1,068,295 | |
| 4 | VICI |
Vici Properties Inc.
|
33,322 | $910,357 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
106,423 | $553,399 | |
| 6 | FVR |
FrontView REIT, Inc.
|
21,691 | $335,559 | |
| 7 | WPC |
W. P. Carey Inc.
|
3,786 | $257,296 |
All Filings in CTO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $31,497 | 1,546 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,574 | 795 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,296 | 796 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,755 | 656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,559 | 704 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,205 | 704 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||