Strategic Wealth Partners, Ltd.
Position in CTO — CTO Realty Growth, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in CTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$301
+$43 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 218 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $11,186 across 3 REIT - Diversified names. CTO ranks #3 (2.7% of the industry book) .
All Filings in CTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301 | 14 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $258 | 14 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $257 | 14 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $228 | 14 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $241 | 14 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||