Position in CTO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$350,958
+$3,746 QoQ
Shares Held
18,981
+0.6% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Creative Planning holds $40,374,988 across 11 REIT - Diversified names. CTO ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
745,328 | $20,362,360 | |
| 2 | WPC |
W. P. Carey Inc.
|
138,729 | $9,428,022 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,017 | $7,783,330 | |
| 4 | OLP |
One Liberty Properties Inc
|
28,307 | $607,468 | |
| 5 | AAT |
American Assets Trust, Inc.
|
27,159 | $499,997 | |
| 6 | GNL |
Global Net Lease, Inc.
|
51,101 | $478,305 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
36,860 | $421,309 | |
| 8 | CTO |
CTO Realty Growth, Inc.
This page
|
18,981 | $350,958 |
All Filings in CTO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||