Position in CTO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$358,270
+$50,301 QoQ
Shares Held
16,656
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 38 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,752,261 across 8 REIT - Diversified names. CTO ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
428,965 | $11,389,020 | |
| 2 | WPC |
W. P. Carey Inc.
|
10,404 | $743,885 | |
| 3 | AAT |
American Assets Trust, Inc.
|
18,291 | $451,604 | |
| 4 | CTO |
CTO Realty Growth, Inc.
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|
16,656 | $358,270 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
27,521 | $338,508 | |
| 6 | OLP |
One Liberty Properties Inc
|
11,126 | $271,696 | |
| 7 | GNL |
Global Net Lease, Inc.
|
11,288 | $100,914 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
18,182 | $98,364 |
All Filings in CTO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,270 | 16,656 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $307,969 | 16,656 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||