Position in CTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,422
+$2,994 QoQ
Shares Held
624
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 218 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $5,178,837 across 9 REIT - Diversified names. CTO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
132,052 | $3,505,980 | |
| 2 | WPC |
W. P. Carey Inc.
|
14,185 | $1,014,227 | |
| 3 | OLP |
One Liberty Properties Inc
|
21,218 | $518,143 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
11,484 | $62,128 | |
| 5 | GNL |
Global Net Lease, Inc.
|
6,064 | $54,212 | |
| 6 | CTO |
CTO Realty Growth, Inc.
This page
|
624 | $13,422 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
457 | $5,621 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
663 | $3,440 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,422 | 624 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,428 | 564 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $625 | 34 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $65,200 | 4,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $69,040 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,240 | 4,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $78,840 | 4,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,020 | 1,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||