Position in CTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,302,172
+$461,081 QoQ
Shares Held
60,538
+33.1% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 218 holders
Holding Since
Sep 2023
8 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, 2026HighTower Advisors, LLC holds $133,953,720 across 7 REIT - Diversified names. CTO ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
4,672,284 | $124,049,140 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
169,267 | $3,498,748 | |
| 3 | WPC |
W. P. Carey Inc.
|
47,524 | $3,397,966 | |
| 4 | CTO |
CTO Realty Growth, Inc.
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|
60,538 | $1,302,172 | |
| 5 | GNL |
Global Net Lease, Inc.
|
118,362 | $1,058,156 | |
| 6 | AAT |
American Assets Trust, Inc.
|
22,883 | $564,981 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
15,907 | $82,557 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,172 | 60,538 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $841,091 | 45,489 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $833,604 | 45,280 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $729,685 | 44,766 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $746,719 | 43,263 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $752,375 | 38,963 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $914,169 | 46,381 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $192,347 | 11,866 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||