Position in CTO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,700
+$1,081 QoQ
Shares Held
358
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 219 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, 2026JNBA Financial Advisors holds $8,200 across 2 REIT - Diversified names. CTO ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTO |
CTO Realty Growth, Inc.
This page
|
358 | $7,700 | |
| 2 | WPC |
W. P. Carey Inc.
|
7 | $500 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,700 | 358 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,619 | 358 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,590 | 358 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,835 | 358 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,179 | 358 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,912 | 358 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,056 | 358 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,809 | 358 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||