WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CTO — CTO Realty Growth, Inc.
CIK 1632972
PLYMOUTH, MN
Position in CTO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$340,159
+$155,056 QoQ
Shares Held
15,814
+58.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 38 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,956,198 across 11 REIT - Diversified names. CTO ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
862,044 | $22,887,268 | |
| 2 | WPC |
W. P. Carey Inc.
|
257,150 | $18,386,225 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
416,646 | $8,612,072 | |
| 4 | AAT |
American Assets Trust, Inc.
|
15,760 | $389,114 | |
| 5 | CTO |
CTO Realty Growth, Inc.
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|
15,814 | $340,159 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
26,593 | $327,093 | |
| 7 | GNL |
Global Net Lease, Inc.
|
33,650 | $300,831 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
46,456 | $251,326 |
All Filings in CTO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,159 | 15,814 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $185,103 | 10,011 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $259,415 | 14,091 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $221,288 | 13,576 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $204,358 | 11,840 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $261,978 | 13,567 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||