Position in CTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$368,164
+$147,931 QoQ
Shares Held
17,116
+43.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 218 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 46%
None 54%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $24,488,696 across 10 REIT - Diversified names. CTO ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
603,967 | $16,035,323 | |
| 2 | WPC |
W. P. Carey Inc.
|
35,905 | $2,567,206 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
110,391 | $2,281,781 | |
| 4 | SAFE |
Safehold Inc.
|
81,944 | $1,286,520 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
98,335 | $531,991 | |
| 6 | AAT |
American Assets Trust, Inc.
|
20,088 | $495,972 | |
| 7 | CTO |
CTO Realty Growth, Inc.
This page
|
17,116 | $368,164 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
29,575 | $363,772 |
All Filings in CTO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,164 | 17,116 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,233 | 11,911 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $224,362 | 12,187 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||