Position in CTO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,518
+$3,421 QoQ
Shares Held
582
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 218 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Covestor Ltd holds $243,302 across 12 REIT - Diversified names. CTO ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,495 | $145,892 | |
| 2 | AAT |
American Assets Trust, Inc.
|
1,943 | $47,972 | |
| 3 | WPC |
W. P. Carey Inc.
|
318 | $22,737 | |
| 4 | CTO |
CTO Realty Growth, Inc.
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|
582 | $12,518 | |
| 5 | GNL |
Global Net Lease, Inc.
|
1,067 | $9,538 | |
| 6 | BNL |
Broadstone Net Lease, Inc.
|
93 | $1,922 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
207 | $1,074 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
190 | $1,027 |
All Filings in CTO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,518 | 582 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,097 | 492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,450 | 459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,432 | 456 | Shares | Sole | 2025-10-30 | |
| 2024-03-31 | $33 | 2 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34 | 2 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16 | 1 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||