Steward Partners Investment Advisory, LLC
Position in CTO — CTO Realty Growth, Inc.
CIK 1723397
STAMFORD, CT
Position in CTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,109
+$2,615 QoQ
Shares Held
470
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 218 holders
Holding Since
Jun 2021
8 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, 2026Steward Partners Investment Advisory, LLC holds $2,854,120 across 8 REIT - Diversified names. CTO ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
16,255 | $1,162,232 | |
| 2 | VICI |
Vici Properties Inc.
|
35,816 | $950,914 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
11,639 | $240,578 | |
| 4 | SAFE |
Safehold Inc.
|
14,275 | $224,117 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
31,512 | $223,104 | |
| 6 | GNL |
Global Net Lease, Inc.
|
3,729 | $33,337 | |
| 7 | CTO |
CTO Realty Growth, Inc.
This page
|
470 | $10,109 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
791 | $9,729 |
All Filings in CTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,109 | 470 | Shares | Sole | 2026-08-13 | |
| 2022-12-31 | $7,494 | 410 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $507,666 | 27,090 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $544,578 | 8,910 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $540,110 | 8,144 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $475,082 | 7,735 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $315,194 | 5,863 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,590 | 1,375 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||