Position in CTO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,716,141
+$259,125 QoQ
Shares Held
146,898
+10.1% QoQ
Ownership
0.435%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $796,776,703 across 14 REIT - Diversified names. CTO ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
25,391,572 | $693,697,738 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
2,104,503 | $38,449,267 | |
| 3 | AAT |
American Assets Trust, Inc.
|
1,279,523 | $23,556,017 | |
| 4 | SAFE |
Safehold Inc.
|
814,845 | $11,024,849 | |
| 5 | GNL |
Global Net Lease, Inc.
|
918,205 | $8,594,396 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
1,501,407 | $7,807,315 | |
| 7 | JBGS |
JBG SMITH Properties
|
335,018 | $4,894,610 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
262,113 | $2,995,950 |
All Filings in CTO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,716,141 | 146,898 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,457,016 | 133,461 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,294,239 | 140,751 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $2,816,104 | 163,158 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,916,168 | 99,232 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,205,731 | 162,645 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,211,248 | 63,683 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,068,254 | 61,183 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $989,674 | 58,388 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $672,193 | 38,788 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $351,155 | 21,663 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $502,748 | 29,332 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,600,898 | 92,752 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $3,002,159 | 164,232 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $185,525 | 9,900 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,114 | 3,147 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $68,132 | 3,082 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $46,575 | 2,275 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $40,767 | 2,275 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,594 | 2,780 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $247,341 | 14,267 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||