Position in CTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,770,251
-$327,656 QoQ
Shares Held
128,789
-23.1% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#40
of 218 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SummitTX Capital, L.P. holds $12,021,824 across 4 REIT - Diversified names. CTO ranks #3 (23.0% of the industry book) .
All Filings in CTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770,251 | 128,789 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,097,907 | 167,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,970,587 | 107,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,015,826 | 185,020 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||