Position in CTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$466,981
+$116,023 QoQ
Shares Held
21,710
+14.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 218 holders
Holding Since
Sep 2024
8 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, 2026Creative Planning holds $51,560,507 across 10 REIT - Diversified names. CTO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,016,173 | $26,979,393 | |
| 2 | WPC |
W. P. Carey Inc.
|
169,979 | $12,153,498 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,732 | $8,820,550 | |
| 4 | AAT |
American Assets Trust, Inc.
|
36,617 | $904,072 | |
| 5 | OLP |
One Liberty Properties Inc
|
29,263 | $714,602 | |
| 6 | CTO |
CTO Realty Growth, Inc.
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|
21,710 | $466,981 | |
| 7 | GNL |
Global Net Lease, Inc.
|
50,636 | $452,685 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
36,397 | $447,682 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,981 | 21,710 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $350,958 | 18,981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $347,212 | 18,860 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $206,847 | 12,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $199,922 | 11,583 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $260,878 | 13,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $327,067 | 16,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $236,894 | 12,455 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||