Position in CTO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$234,114
+$33,091 QoQ
Shares Held
10,884
+0.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 218 holders
Holding Since
Mar 2022
18 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, 2026Wealthspire Advisors, LLC holds $1,287,827 across 3 REIT - Diversified names. CTO ranks #3 (18.2% of the industry book) .
All Filings in CTO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,114 | 10,884 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $201,023 | 10,872 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $200,153 | 10,872 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $180,750 | 11,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $191,396 | 11,089 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,128 | 11,089 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $218,564 | 11,089 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $211,064 | 11,097 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $189,825 | 10,872 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $184,280 | 10,872 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $200,733 | 11,583 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $187,760 | 11,583 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $198,532 | 11,583 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $199,922 | 11,583 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $211,846 | 11,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $217,065 | 11,583 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,983 | 3,861 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $256,061 | 3,861 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||