Position in CTO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$202,317
+$6,564 QoQ
Shares Held
10,942
+2.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026CWM, LLC holds $32,059,861 across 15 REIT - Diversified names. CTO ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
342,841 | $23,299,474 | |
| 2 | VICI |
Vici Properties Inc.
|
253,818 | $6,934,307 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
21,073 | $385,003 | |
| 4 | GNL |
Global Net Lease, Inc.
|
34,316 | $321,197 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
20,603 | $235,492 | |
| 6 | CTO |
CTO Realty Growth, Inc.
This page
|
10,942 | $202,317 | |
| 7 | AAT |
American Assets Trust, Inc.
|
10,736 | $197,649 | |
| 8 | FVR |
FrontView REIT, Inc.
|
10,892 | $168,499 |
All Filings in CTO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,317 | 10,942 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $195,753 | 10,633 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $99,495 | 6,104 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $98,261 | 5,693 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $143,241 | 7,418 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $159,828 | 8,109 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $142,592 | 7,497 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $79,041 | 4,527 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $65,325 | 3,854 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $60,065 | 3,466 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $58,680 | 3,620 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,798 | 455 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,352 | 426 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,787 | 426 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,189 | 437 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,679 | 142 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,417 | 142 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,721 | 142 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||