Position in CTO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$451,666
+$73,176 QoQ
Shares Held
20,998
+2.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 219 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $18,881,792 across 8 REIT - Diversified names. CTO ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
107,339 | $7,674,738 | |
| 2 | VICI |
Vici Properties Inc.
|
244,549 | $6,492,775 | |
| 3 | GNL |
Global Net Lease, Inc.
|
341,373 | $3,051,874 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
22,777 | $470,800 | |
| 5 | CTO |
CTO Realty Growth, Inc.
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|
20,998 | $451,666 | |
| 6 | OLP |
One Liberty Properties Inc
|
11,287 | $275,628 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
36,330 | $257,216 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
16,837 | $207,095 |
All Filings in CTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,666 | 20,998 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||