Position in CTO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$476,209
+$283,803 QoQ
Shares Held
22,139
+112.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 38 holders
Holding Since
Sep 2024
4 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, 2026Sequoia Financial Advisors, LLC holds $14,536,031 across 7 REIT - Diversified names. CTO ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
139,129 | $9,947,723 | |
| 2 | VICI |
Vici Properties Inc.
|
111,945 | $2,972,139 | |
| 3 | CTO |
CTO Realty Growth, Inc.
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|
22,139 | $476,209 | |
| 4 | OLP |
One Liberty Properties Inc
|
18,591 | $453,992 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
20,072 | $414,888 | |
| 6 | AHRT |
AH Realty Trust, Inc.
|
21,414 | $151,611 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
22,083 | $119,469 |
All Filings in CTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,209 | 22,139 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $192,406 | 10,406 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $422,779 | 21,450 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $403,680 | 21,224 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||