Position in CTO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$398,607
-$18,140 QoQ
Shares Held
21,558
-4.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026INCEPTIONR LLC holds $4,039,488 across 6 REIT - Diversified names. CTO ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
26,239 | $1,783,202 | |
| 2 | VICI |
Vici Properties Inc.
|
33,733 | $921,585 | |
| 3 | SAFE |
Safehold Inc.
|
42,148 | $570,262 | |
| 4 | CTO |
CTO Realty Growth, Inc.
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|
21,558 | $398,607 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
14,795 | $270,304 | |
| 6 | GNL |
Global Net Lease, Inc.
|
10,206 | $95,528 |
All Filings in CTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,607 | 21,558 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $416,747 | 22,637 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||