Position in CTO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$497,399
+$29,767 QoQ
Shares Held
26,901
+5.9% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $99,935,866 across 10 REIT - Diversified names. CTO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
805,034 | $54,710,110 | |
| 2 | VICI |
Vici Properties Inc.
|
1,265,963 | $34,586,109 | |
| 3 | GNL |
Global Net Lease, Inc.
|
558,509 | $5,227,644 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
127,630 | $2,331,800 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
170,531 | $1,949,169 | |
| 6 | CTO |
CTO Realty Growth, Inc.
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|
26,901 | $497,399 | |
| 7 | AAT |
American Assets Trust, Inc.
|
12,687 | $233,567 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
31,973 | $175,851 |
All Filings in CTO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,399 | 26,901 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $467,632 | 25,401 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $386,929 | 23,738 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $736,777 | 42,687 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $689,038 | 35,683 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $500,397 | 25,388 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $485,276 | 25,514 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $389,061 | 22,283 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $531,535 | 31,359 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $681,640 | 39,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $607,177 | 37,457 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $586,342 | 34,209 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $545,882 | 31,627 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $628,027 | 34,356 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $628,783 | 33,553 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,240 | 11,841 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $213,594 | 9,662 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $139,607 | 6,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,246 | 4,199 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||