Position in CTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$257,496
New position
Shares Held
11,971
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 218 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,246,630 across 8 REIT - Diversified names. CTO ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,592,663 | $42,285,202 | |
| 2 | WPC |
W. P. Carey Inc.
|
218,886 | $15,650,349 | |
| 3 | GNL |
Global Net Lease, Inc.
|
172,783 | $1,544,680 | |
| 4 | CTO |
CTO Realty Growth, Inc.
This page
|
11,971 | $257,496 | |
| 5 | SAFE |
Safehold Inc.
|
12,330 | $193,581 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
10,301 | $126,702 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
17,394 | $123,149 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
12,102 | $65,471 |
All Filings in CTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,496 | 11,971 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||