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Equibles

Allworth Financial LP

Position in CTO — CTO Realty Growth, Inc.

CIK 1555170 FOLSOM, CA
Back to CTO Full portfolio

Position in CTO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$19,036
+$4,448 QoQ
Shares Held
885
+12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 218 holders
Holding Since
Mar 2022
18 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, 2026

Allworth Financial LP holds $9,526,004 across 13 REIT - Diversified names. CTO ranks #6 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
 126,552 $9,048,468
2 VICI
Vici Properties Inc.
 9,842 $261,305
3 GNL
Global Net Lease, Inc.
 6,951 $62,141
4 AAT
American Assets Trust, Inc.
 1,538 $37,973
5 OLP
One Liberty Properties Inc
 1,433 $34,993
6 CTO
CTO Realty Growth, Inc.
This page 		885 $19,036
7 ESRT
Empire State Realty Trust, Inc.
 3,260 $17,636
8 SAFE
Safehold Inc.
 1,101 $17,285

All Filings in CTO

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,036 885
2026-03-31 $14,588 789
2025-12-31 $7,456 405
2025-09-30 $1,776 109
2025-06-30 $1,156 67
2025-03-31 $1,235 64
2024-12-31 $3,035 154
2024-09-30 $2,263 119
2024-06-30 $2,077 119
2024-03-31 $2,017 119
2023-12-31 $2,062 119
2023-09-30 $1,928 119
2023-06-30 $2,039 119
2023-03-31 $2,053 119
2022-12-31 $2,833 155
2022-09-30 $2,230 119
2022-06-30 $1,405 23
2022-03-31 $1,525 23