Position in CTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$100,860
New position
Shares Held
4,689
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 215 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $5,311,724 across 15 REIT - Diversified names. CTO ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
105,579 | $2,803,122 | |
| 2 | WPC |
W. P. Carey Inc.
|
29,531 | $2,111,466 | |
| 3 | AAT |
American Assets Trust, Inc.
|
4,167 | $102,883 | |
| 4 | CTO |
CTO Realty Growth, Inc.
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|
4,689 | $100,860 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
4,526 | $55,669 | |
| 6 | GNL |
Global Net Lease, Inc.
|
5,736 | $51,279 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
3,596 | $19,454 | |
| 8 | BNL |
Broadstone Net Lease, Inc.
|
861 | $17,796 |
All Filings in CTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,860 | 4,689 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||