Position in CTO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$522,219
+$73,319 QoQ
Shares Held
24,278
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#96
of 218 holders
Holding Since
Dec 2025
3 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, 2026Pasadena Private Wealth, LLC holds $2,963,381 across 3 REIT - Diversified names. CTO ranks #3 (17.6% of the industry book) .
All Filings in CTO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,219 | 24,278 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $448,900 | 24,278 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $454,321 | 24,678 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||