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Sage Investment Counsel LLC

Position in CTO — CTO Realty Growth, Inc.

CIK 2055178 Franklin, TN

Position in CTO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$294,687
+$41,374 QoQ
Shares Held
13,700
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#129
of 218 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CTO Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Sage Investment Counsel LLC holds $1,016,459 across 4 REIT - Diversified names. CTO ranks #2 (29.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CTO
CTO Realty Growth, Inc.
This page
13,700 $294,687

All Filings in CTO

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $294,687 13,700
2026-03-31 $253,313 13,700
2025-12-31 $252,217 13,700
2025-09-30 $223,310 13,700
2025-06-30 $236,462 13,700
2025-03-31 $309,751 16,041
2024-12-31 $315,458 16,005