Position in CTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$327,016
+$105,599 QoQ
Shares Held
15,203
+27.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 218 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $64,624,448 across 8 REIT - Diversified names. CTO ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
775,610 | $55,456,115 | |
| 2 | VICI |
Vici Properties Inc.
|
107,208 | $2,846,372 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
137,552 | $2,843,199 | |
| 4 | GNL |
Global Net Lease, Inc.
|
231,684 | $2,071,254 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
49,055 | $603,376 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
70,192 | $379,738 | |
| 7 | CTO |
CTO Realty Growth, Inc.
This page
|
15,203 | $327,016 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
13,754 | $97,378 |
All Filings in CTO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,016 | 15,203 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||