Position in CTO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$221,417
-$7,732 QoQ
Shares Held
11,975
-3.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $62,444,983 across 9 REIT - Diversified names. CTO ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
792,947 | $53,888,678 | |
| 2 | VICI |
Vici Properties Inc.
|
113,612 | $3,103,879 | |
| 3 | GNL |
Global Net Lease, Inc.
|
227,569 | $2,130,045 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
111,190 | $2,031,441 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
46,934 | $536,455 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
70,073 | $364,379 | |
| 7 | CTO |
CTO Realty Growth, Inc.
This page
|
11,975 | $221,417 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
19,035 | $104,692 |
All Filings in CTO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,417 | 11,975 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $229,149 | 12,447 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $374,378 | 22,968 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $381,842 | 22,123 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $436,212 | 22,590 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $683,818 | 34,694 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $640,993 | 33,701 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $564,080 | 32,307 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $580,300 | 34,236 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $569,983 | 32,890 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $594,404 | 36,669 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $608,538 | 35,504 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $453,092 | 26,251 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||