Position in CTO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,419
-$171 QoQ
Shares Held
66
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 218 holders
Holding Since
Dec 2024
5 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, 2026Physician Wealth Advisors, Inc. holds $313,142 across 8 REIT - Diversified names. CTO ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
3,691 | $263,906 | |
| 2 | VICI |
Vici Properties Inc.
|
1,568 | $41,630 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
134 | $2,769 | |
| 4 | OLP |
One Liberty Properties Inc
|
67 | $1,636 | |
| 5 | CTO |
CTO Realty Growth, Inc.
This page
|
66 | $1,419 | |
| 6 | JBGS |
JBG SMITH Properties
|
67 | $982 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
39 | $479 | |
| 8 | GNL |
Global Net Lease, Inc.
|
36 | $321 |
All Filings in CTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,419 | 66 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,590 | 86 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,583 | 86 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $1,208 | 70 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $1,103 | 56 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||