Position in CTO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$378,490
-$68,486 QoQ
Shares Held
20,470
-15.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $18,785,229 across 7 REIT - Diversified names. CTO ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
112,815 | $7,666,907 | |
| 2 | VICI |
Vici Properties Inc.
|
210,249 | $5,744,002 | |
| 3 | GNL |
Global Net Lease, Inc.
|
444,854 | $4,163,833 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
22,735 | $415,368 | |
| 5 | CTO |
CTO Realty Growth, Inc.
This page
|
20,470 | $378,490 | |
| 6 | OLP |
One Liberty Properties Inc
|
11,287 | $242,219 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
15,259 | $174,410 |
All Filings in CTO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,490 | 20,470 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $446,976 | 24,279 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $430,857 | 26,433 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||