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Equibles

LPL Financial LLC

Position in CTO — CTO Realty Growth, Inc.

CIK 1403438 FORT MILL, SC
Back to CTO Full portfolio

Position in CTO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$707,463
+$210,064 QoQ
Shares Held
32,890
+22.3% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 219 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CTO Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $101,256,040 across 11 REIT - Diversified names. CTO ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
 793,572 $56,740,398
2 VICI
Vici Properties Inc.
 1,243,183 $33,006,508
3 GNL
Global Net Lease, Inc.
 545,193 $4,874,025
4 BNL
Broadstone Net Lease, Inc.
 139,159 $2,876,416
5 GOOD
Gladstone Commercial Corp
 175,518 $2,158,871
6 CTO
CTO Realty Growth, Inc.
This page 		32,890 $707,463
7 AAT
American Assets Trust, Inc.
 14,504 $358,103
8 AHRT
AH Realty Trust, Inc.
 32,809 $232,287

All Filings in CTO

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $707,463 32,890
2026-03-31 $497,399 26,901
2025-12-31 $467,632 25,401
2025-09-30 $386,929 23,738
2025-06-30 $736,777 42,687
2025-03-31 $689,038 35,683
2024-12-31 $500,397 25,388
2024-09-30 $485,276 25,514
2024-06-30 $389,061 22,283
2024-03-31 $531,535 31,359
2023-12-31 $681,640 39,333
2023-09-30 $607,177 37,457
2023-06-30 $586,342 34,209
2023-03-31 $545,882 31,627
2022-12-31 $628,027 34,356
2022-09-30 $628,783 33,553
2022-06-30 $723,720 11,841
2022-03-31 $640,784 9,662
2021-12-31 $418,822 6,819
2021-09-30 $225,738 4,199